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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	BRC Blue Ridge Capital New York	$21.9M	+$22.1M	1	0.24%	New
252	HighTower Advisors Chicago, Illinois	$21.8M	-$6.53M	1	0.26%	Reduced
253	Sentry Investments Toronto, Ontario, Canada	$21.7M	-$31M	1	0.25%	Reduced
254	William Blair & Company Chicago, Illinois	$21.6M	-$13.2M	1	0.2%	Reduced
255	Wasatch Advisors Salt Lake City, Utah	$21.4M	-$30.7M	1	0.3%	Reduced
256	Johnson Investment Counsel Cincinnati, Ohio	$21.4M	-$3.83M	1	0.75%	Reduced
257	Cincinnati Insurance Fairfield, Ohio	$21.4M	$0	1	0.78%	Maintained
258	CCMH Cornerstone Capital Management Holdings New York	$21.1M	+$1.24M	1	0.17%	Increased
259	EWM Endurance Wealth Management Providence, Rhode Island	$21M	-$359K	1	4%	Reduced
260	ALPS Advisors Denver, Colorado	$21M	+$22M	2	0.2%	Increased
261	Caxton Associates (New York) New York	$20.4M	+$21.6M	2	3.24%	New
262	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.2M	-$1.21M	1	0.43%	Reduced
263	Comerica Bank Dallas, Texas	$20M	-$2.99M	1	0.2%	Reduced
264	Truist Financial Charlotte, North Carolina	$19.9M	-$5.56M	1	0.52%	Reduced
265	Boston Trust Walden Boston, Massachusetts	$19.9M	-$3.3M	1	0.37%	Reduced
266	D.A. Davidson & Co Great Falls, Montana	$19.8M	+$3.81M	2	0.64%	Increased
267	Mackenzie Financial Toronto Ontario, Ontario, Canada	$19.7M	-$1.04M	1	0.12%	Reduced
268	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$19.2M	-$2.17M	1	0.16%	Reduced
269	SCM SKBA Capital Management San Francisco, California	$19M	+$1.73M	1	1.93%	Increased
270	AAM AMI Asset Management Los Angeles, California	$18.7M	-$1.77M	1	1.3%	Reduced
271	Zacks Investment Management Chicago, Illinois	$18.7M	+$17.7M	1	0.61%	Increased
272	Los Angeles Capital Management Los Angeles, California	$18.5M	+$17.3M	1	0.17%	Increased
273	Perpetual Ltd Sydney, New South Wales, Australia	$18.5M	+$5.69M	1	2.06%	Increased
274	SL Summitry LLC Foster City, California	$18.4M	-$9.09M	1	1.95%	Reduced
275	Marshall Wace London, United Kingdom	$18.4M	-$28.5M	1	0.17%	Reduced