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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.9M	-$606K	1	0.5%	Reduced
277	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$22.8M	-$8.4M	1	0.2%	Reduced
278	City National Bank Beverly Hills, Delaware	$22.7M	-$58.4M	1	0.2%	Reduced
279	Mackenzie Financial Toronto Ontario, Ontario, Canada	$22.2M	-$7.84M	1	0.13%	Reduced
280	AAM AMI Asset Management Los Angeles, California	$21.9M	+$1.76M	1	1.68%	Increased
281	CP Cumberland Partners Toronto, Ontario, Canada	$21.9M	-$165K	1	2.71%	Reduced
282	IRF IBM Retirement Fund Armonk, New York	$21.7M	-$80.1K	1	0.46%	Reduced
283	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$21.7M	+$35.4M	1	1.19%	New
284	HCM Highfields Capital Management Boston, Massachusetts	$21.5M	$0	1	0.19%	Maintained
285	CCMH Cornerstone Capital Management Holdings New York	$21.5M	-$2.08M	1	0.2%	Reduced
286	Welch & Forbes Boston, Massachusetts	$20.9M	-$10.7M	1	0.7%	Reduced
287	CC Curian Capital Denver, Colorado	$20.3M	+$1.42M	1	0.54%	Increased
288	MAA Matrix Asset Advisors White Plains, New York	$20.1M	+$166K	1	2.87%	Increased
289	ExxonMobil Investment Management Irving, Texas	$19.4M	-$63.9K	1	0.5%	Reduced
290	PIA Piedmont Investment Advisors Durham, North Carolina	$19.2M	+$170K	1	0.43%	Increased
291	FMW Farr Miller & Washington Washington, District of Columbia	$19.2M	-$16.6K	1	2.46%	Reduced
292	SCM SKBA Capital Management San Francisco, California	$18.7M	+$1.49M	1	1.61%	Increased
293	HCM Hoplite Capital Management New York	$18.7M	+$30.5M	1	0.71%	New
294	SAM Sandell Asset Management New York	$18.6M	+$20.6M	1	2.89%	New
295	Riverbridge Partners Minneapolis, Minnesota	$18.6M	-$98.8K	1	0.38%	Reduced
296	CAM Coronation Asset Management Cape Town, South Africa	$17.7M	+$2.06M	1	0.95%	Increased
297	Fjarde Ap-fonden Stockholm, Sweden	$17.6M	-$1.28M	1	0.49%	Reduced
298	Suntrust Banks Atlanta, Georgia	$17.5M	-$3.41M	1	0.12%	Reduced
299	People's United Financial Bridgeport, Connecticut	$17.5M	+$978K	1	0.99%	Increased
300	D.A. Davidson & Co Great Falls, Montana	$17.4M	-$3.14M	2	0.61%	Reduced