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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	Edmond de Rothschild Holding Chambesy, Switzerland	$28.7M	-$5.56M	1	0.8%	Reduced
252	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$28.5M	+$1.09M	1	0.53%	Increased
253	Comerica Bank Dallas, Texas	$28.5M	+$1.96M	1	0.23%	Increased
254	Thrivent Financial for Lutherans Minneapolis, Minnesota	$28.4M	+$841K	2	0.13%	Increased
255	Cincinnati Insurance Fairfield, Ohio	$27.9M	$0	1	0.91%	Maintained
256	BA Boston Advisors Boston, Massachusetts	$27.8M	-$27.3K	1	0.67%	Reduced
257	OI Oakbrook Investments Lisle, Illinois	$26.4M	-$2.42M	1	1.73%	Reduced
258	Cohen & Steers New York	$26.3M	+$7.85M	1	0.07%	Increased
259	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$26.3M	-$3.85M	1	1.93%	Reduced
260	Federated Hermes Pittsburgh, Pennsylvania	$26.2M	+$14.6M	2	0.08%	Increased
261	FCM Fairbanks Capital Management Rancho Santa Fe, California	$26.1M	+$1.08M	1	26.95%	Increased
262	SL Summitry LLC Foster City, California	$25.9M	-$524K	1	2.51%	Reduced
263	Candriam SCA Strassen, Luxembourg, Luxembourg	$25.9M	+$10.1M	2	0.59%	Increased
264	Marshall Wace London, United Kingdom	$25.7M	+$20.5M	1	0.17%	Increased
265	EWM Endurance Wealth Management Providence, Rhode Island	$25.5M	-$570K	1	4.56%	Reduced
266	Mawer Investment Management Calgary, Alberta, Canada	$25.2M	-$18.7M	1	0.26%	Reduced
267	AGA Altrinsic Global Advisors Stamford, Connecticut	$25.1M	-$4.69M	1	0.93%	Reduced
268	Lazard Asset Management New York	$24.2M	+$4.77M	1	0.05%	Increased
269	Commonwealth Equity Services Waltham, Massachusetts	$24.2M	+$620K	2	0.18%	Increased
270	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$24.2M	-$3.62M	1	0.47%	Reduced
271	Swiss Life Asset Management Zurich,	$23.7M	+$3.16M	1	0.8%	Increased
272	SCM SKBA Capital Management San Francisco, California	$23.6M	+$851K	1	2.78%	Increased
273	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.6M	+$2.32M	2	0.36%	Increased
274	R.M. Davis Inc Portland, Maine	$23M	+$519K	1	1.1%	Increased
275	FMW Farr Miller & Washington Washington, District of Columbia	$22.9M	-$684K	1	2.46%	Reduced