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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	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$33.4M	+$7.78M	1	2.23%	Increased
252	TCTC Holdings Dallas, Texas	$33.4M	-$141K	1	1.54%	Reduced
253	USS Investment Management London, United Kingdom	$33.2M	+$8.36M	1	0.28%	Increased
254	Första AP-fonden Stockholm, Sweden	$33.2M	+$4.7M	1	0.38%	Increased
255	SRFM Shannon River Fund Management New York	$33.1M	-$6.31M	1	2.33%	Reduced
256	PDM Penn Davis McFarland Dallas, Texas	$32.8M	-$226K	1	5.99%	Reduced
257	SFG Sather Financial Group Victoria, Texas	$32.3M	+$495K	1	3.29%	Increased
258	Glenmede Trust Philadelphia, Pennsylvania	$32.3M	-$2.46M	1	0.17%	Reduced
259	Advisors Capital Management Ridgewood, New Jersey	$31.8M	+$573K	1	0.97%	Increased
260	Voloridge Investment Management Jupiter, Florida	$31.8M	+$8.09M	2	0.2%	Increased
261	DnB Asset Management Oslo, Norway	$31.7M	+$6.94M	1	0.21%	Increased
262	Gulf International Bank (UK) London, United Kingdom	$31.4M	-$256K	1	0.4%	Reduced
263	CIBC Asset Management Toronto, Ontario, Canada	$31.1M	+$743K	2	0.13%	Increased
264	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$31M	+$4.84M	1	0.64%	Increased
265	USAA United Services Automobile Association San Antonio, Texas	$30.1M	+$1.21M	1	0.53%	Increased
266	FLII First Long Island Investors Jericho, New York	$30M	+$1.03M	1	2.57%	Increased
267	Cullen/Frost Bankers San Antonio, Texas	$29.9M	+$1.2M	1	0.6%	Increased
268	AAM AO Asset Management New York	$29.7M	+$3.76M	1	2.18%	Increased
269	SCM Sirios Capital Management Boston, Massachusetts	$29.6M	-$5.19M	1	3.09%	Reduced
270	Clifford Swan Investment Counsel Pasadena, California	$29.2M	+$257K	1	1.07%	Increased
271	CMG Cavalry Management Group San Francisco, California	$29.2M	+$32.1M	1	2.91%	New
272	Salem Investment Counselors Winston Salem, North Carolina	$28.8M	+$1.17M	1	1.57%	Increased
273	TCM Telos Capital Management San Diego, California	$28.8M	+$127K	1	3.94%	Increased
274	Creative Planning Overland Park, Kansas	$28.5M	-$262K	1	0.05%	Reduced
275	TI Think Investments San Francisco, California	$27.6M	$0	1	3.17%	Maintained