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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	R.M. Davis Inc Portland, Maine	$36.5M	+$1.13M	1	2.01%	Increased
277	Analytic Investors Los Angeles, California	$36.3M	-$1.59M	1	0.52%	Reduced
278	AIM Allen Investment Management New York	$35.9M	+$5.28M	1	2.71%	Increased
279	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$35.9M	-$3.89M	1	0.61%	Reduced
280	Luther King Capital Management (LKCM) Fort Worth, Texas	$35.8M	+$76.3K	1	0.29%	Increased
281	Gulf International Bank (UK) London, United Kingdom	$35.7M	+$472K	1	0.63%	Increased
282	CPIM Columbia Partners Investment Management Alexandria, Virginia	$35.5M	-$7.7M	2	1.84%	Reduced
283	Bank of Nova Scotia Toronto, Ontario, Canada	$35M	+$53.2K	1	0.13%	Increased
284	EWM Endurance Wealth Management Providence, Rhode Island	$34.5M	-$82.4K	1	6.18%	Reduced
285	SW SVB Wealth Boston, Massachusetts	$34.4M	+$33.9M	1	1.11%	New
286	HAM HHR Asset Management Berkeley Heights, New Jersey	$34.4M	-$1.21M	1	1.3%	Reduced
287	Davenport & Co Richmond, Virginia	$34M	-$598K	1	0.55%	Reduced
288	SIC Schwartz Investment Counsel Plymouth, Michigan	$33.9M	+$739K	1	2.25%	Increased
289	SEI Investments Oaks, Pennsylvania	$33.8M	+$33.3M	2	0.3%	New
290	Natixis Advisors Boston, Massachusetts	$33.5M	+$5.04M	1	0.63%	Increased
291	PHS PFM Health Sciences San Francisco, California	$33.3M	+$32.8M	1	0.78%	New
292	Huntington National Bank Columbus, Ohio	$33.2M	+$857K	2	0.79%	Increased
293	CCMH Cornerstone Capital Management Holdings New York	$32.9M	-$215K	1	0.34%	Reduced
294	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$32.4M	+$1.88M	1	3.76%	Increased
295	GIG Goodnow Investment Group Darien, Connecticut	$32.1M	+$1.16M	1	4.79%	Increased
296	Capital International Investors Los Angeles, California	$32M	$0	1	0.07%	Maintained
297	Boston Trust Walden Boston, Massachusetts	$32M	-$1.71M	1	0.48%	Reduced
298	QS Investors New York	$31.8M	+$26.8M	1	0.37%	Increased
299	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$31.8M	-$803K	1	0.62%	Reduced
300	Foresters Investment Management New York	$31.6M	-$3.56M	1	0.63%	Reduced