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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
276	Victory Capital Management San Antonio, Texas	$37.8M	-$31.2M	1	0.27%	Reduced
277	ACP Ashfield Capital Partners San Francisco, California	$37.7M	-$330K	1	1.8%	Reduced
278	OI Oakbrook Investments Lisle, Illinois	$37.6M	+$1.79M	1	1.04%	Increased
279	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$37.6M	+$4.97M	1	1.9%	Increased
280	KBC Group Brussels, Belgium	$36.9M	-$3.58M	1	0.56%	Reduced
281	Ferguson Wellman Capital Management Portland, Oregon	$36.7M	+$144K	1	1.66%	Increased
282	CCMH Cornerstone Capital Management Holdings New York	$36.5M	-$1.35M	1	0.42%	Reduced
283	EWM Endurance Wealth Management Providence, Rhode Island	$36.4M	+$18.7K	1	7.2%	Increased
284	Fjarde Ap-fonden Stockholm, Sweden	$35.5M	-$2.45M	1	0.74%	Reduced
285	Gulf International Bank (UK) London, United Kingdom	$35.5M	+$33.7M	1	0.71%	New
286	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$35.4M	-$2.33M	1	0.74%	Reduced
287	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$35.4M	+$3.84M	1	2.25%	Increased
288	SCM Stevens Capital Management Radnor, Pennsylvania	$35.2M	+$33.5M	1	1.04%	New
289	GH GAM Holding Zurich, Switzerland	$34.9M	-$246K	1	0.61%	Reduced
290	Bank of Nova Scotia Toronto, Ontario, Canada	$34.5M	-$4.32M	1	0.15%	Reduced
291	Boston Trust Walden Boston, Massachusetts	$34.3M	+$2.16M	1	0.5%	Increased
292	Wasatch Advisors Salt Lake City, Utah	$34.2M	$0	1	0.34%	Maintained
293	HAM HHR Asset Management Berkeley Heights, New Jersey	$34.2M	+$1.38M	1	1.38%	Increased
294	Luther King Capital Management (LKCM) Fort Worth, Texas	$33.8M	+$524K	1	0.27%	Increased
295	SAM Shell Asset Management The Hague, Netherlands	$33.7M	-$1.22M	1	0.57%	Reduced
296	Arrowstreet Capital Boston, Massachusetts	$33.5M	+$28.6M	1	0.18%	Increased
297	CP Cumberland Partners Toronto, Ontario, Canada	$33.4M	+$337K	1	3.62%	Increased
298	Check Capital Management Costa Mesa, California	$33.1M	+$1.52M	1	4.04%	Increased
299	Wilmington Trust Wilmington, Delaware	$32.9M	-$2.62M	1	0.56%	Reduced
300	Klingenstein Fields & Co New York	$32.8M	+$1.57M	1	1.17%	Increased