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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	Nisa Investment Advisors St. Louis, Missouri	$41.5M	-$325K	1	0.64%	Reduced
252	ACM Argent Capital Management St Louis, Missouri	$41.5M	-$859K	1	2.53%	Reduced
253	Gofen & Glossberg Chicago, Illinois	$41.5M	+$168K	1	2.14%	Increased
254	PHAM Pacific Heights Asset Management San Francisco, California	$41.4M	-$19.7M	1	1.13%	Reduced
255	PIM Profit Investment Management North Bethesda, Maryland	$40.4M	-$2.12M	1	1.65%	Reduced
256	OAM Origin Asset Management London, United Kingdom	$40.1M	-$941K	1	2.99%	Reduced
257	Welch & Forbes Boston, Massachusetts	$39.7M	+$276K	1	1.34%	Increased
258	TSU TD Securities (USA) New York	$39.6M	-$118K	1	0.75%	Reduced
259	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$38.5M	-$1.49M	1	0.24%	Reduced
260	Neuberger Berman Group New York	$37.8M	-$2.53M	1	0.04%	Reduced
261	QS Batterymarch Financial Management New York	$37.6M	-$1.84M	1	0.82%	Reduced
262	Segall Bryant & Hamill Chicago, Illinois	$37.5M	-$16.1M	1	0.93%	Reduced
263	AIM Assured Investment Management New York	$37.1M	+$2.55M	1	1.43%	Increased
264	KBC Group Brussels, Belgium	$36.9M	+$13.1M	1	0.59%	Increased
265	FC Fiera Capital New York	$36.2M	-$5.33M	1	2.37%	Reduced
266	Arizona State Retirement System Phoenix, Arizona	$35.9M	-$157K	1	0.46%	Reduced
267	Foresters Investment Management New York	$35.8M	-$39.3K	1	0.87%	Reduced
268	Bartlett & Co Cincinnati, Ohio	$35.5M	+$491K	1	1.92%	Increased
269	Bank of Nova Scotia Toronto, Ontario, Canada	$35.4M	+$3.72M	1	0.18%	Increased
270	Davenport & Co Richmond, Virginia	$35.2M	+$1.4M	1	0.73%	Increased
271	Fjarde Ap-fonden Stockholm, Sweden	$34.6M	-$2.05M	1	0.74%	Reduced
272	ACP Ashfield Capital Partners San Francisco, California	$34.5M	-$13.1M	1	1.79%	Reduced
273	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$34.4M	-$1.38M	1	0.74%	Reduced
274	CCMH Cornerstone Capital Management Holdings New York	$34.3M	+$479K	1	0.41%	Increased
275	Truist Financial Charlotte, North Carolina	$33.5M	+$5.2M	1	1.19%	Increased