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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	Comerica Bank Dallas, Texas	$21.8M	-$454K	1	0.2%	Reduced
252	State of Tennessee, Department of Treasury Nashville, Tennessee	$21.5M	-$12.9M	2	0.12%	Reduced
253	IAM Impax Asset Management Portsmouth, New Hampshire	$21.3M	+$18.8M	1	1.14%	Increased
254	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21M	+$353K	1	0.44%	Increased
255	SL Summitry LLC Foster City, California	$20.6M	+$1.7M	1	2.21%	Increased
256	SCM SKBA Capital Management San Francisco, California	$20.5M	+$967K	1	2.06%	Increased
257	William Blair & Company Chicago, Illinois	$20.4M	-$1.61M	1	0.19%	Reduced
258	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$20.1M	+$18.6M	1	1.47%	New
259	RCM Riverhead Capital Management Wilmington, Delaware	$20M	+$7.21M	1	0.28%	Increased
260	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$19.8M	+$2.07M	1	0.86%	Increased
261	Boston Trust Walden Boston, Massachusetts	$19.1M	-$1.19M	1	0.33%	Reduced
262	DP Dearborn Partners Chicago, Illinois	$18.9M	+$3.09M	1	1.75%	Increased
263	Royal London Asset Management United Kingdom	$18.8M	-$8.47M	1	0.46%	Reduced
264	Calamos Advisors Naperville, Illinois	$18.6M	+$1.07M	1	0.12%	Increased
265	ExxonMobil Investment Management Irving, Texas	$18.6M	+$1.32M	1	0.42%	Increased
266	OI Oakbrook Investments Lisle, Illinois	$18.6M	+$3.25M	1	1.2%	Increased
267	EWM Endurance Wealth Management Providence, Rhode Island	$18.4M	-$2.93M	1	2.59%	Reduced
268	Johnson Investment Counsel Cincinnati, Ohio	$18.3M	-$3.42M	1	0.64%	Reduced
269	Zurich Cantonal Bank Zurich, Switzerland	$18.3M	+$522K	2	0.23%	Increased
270	KCM Kingdon Capital Management New York	$18.2M	+$17.4M	1	1%	New
271	CAM Coronation Asset Management Cape Town, South Africa	$18.2M	+$1.39M	1	0.76%	Increased
272	Freestone Capital Holdings Seattle, Washington	$18.1M	+$4.62M	1	1.9%	Increased
273	FMW Farr Miller & Washington Washington, District of Columbia	$18.1M	+$169K	1	2.09%	Increased
274	Riverbridge Partners Minneapolis, Minnesota	$18.1M	+$2.21M	1	0.38%	Increased
275	Public Employees Retirement Association of Colorado Denver, Colorado	$18M	-$12.7M	2	0.15%	Reduced