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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	CCM Compass Capital Management Minneapolis, Minnesota	$19.1M	+$1.22M	1	3.65%	Increased
277	Federated Hermes Pittsburgh, Pennsylvania	$19.1M	+$3.71M	2	0.06%	Increased
278	FMW Farr Miller & Washington Washington, District of Columbia	$19.1M	+$95.5K	1	2.15%	Increased
279	CFM Coronation Fund Managers Cape Town, South Africa	$19M	+$18.7M	1	0.83%	New
280	HM Payson & Co Portland, Maine	$18.7M	+$1.67M	1	0.94%	Increased
281	William Blair & Company Chicago, Illinois	$18.7M	-$2.6M	1	0.17%	Reduced
282	R.M. Davis Inc Portland, Maine	$18.6M	-$8.91K	1	0.92%	Reduced
283	Advisors Asset Management Monument, Colorado	$18.6M	+$1.45M	2	0.3%	Increased
284	Riverbridge Partners Minneapolis, Minnesota	$18.5M	-$360K	1	0.38%	Reduced
285	Fjarde Ap-fonden Stockholm, Sweden	$18.5M	+$75K	1	0.43%	Increased
286	Commonwealth Equity Services Waltham, Massachusetts	$18.5M	+$316K	2	0.16%	Increased
287	Mackenzie Financial Toronto Ontario, Ontario, Canada	$18.4M	+$105K	1	0.1%	Increased
288	CAM Capstone Asset Management Houston, Texas	$18.3M	-$487K	1	0.55%	Reduced
289	Oregon Public Employees Retirement Fund Tigard, Oregon	$18.2M	+$385K	1	0.41%	Increased
290	PIA Piedmont Investment Advisors Durham, North Carolina	$17.9M	-$169K	1	0.37%	Reduced
291	Mutual of America Capital Management New York	$17.7M	+$2.18M	2	0.38%	Increased
292	RNC Capital Management Los Angeles, California	$17.6M	+$545K	1	1.65%	Increased
293	RHJA Rice Hall James & Associates San Diego, California	$17.5M	+$4.4M	2	1.01%	Increased
294	ClearBridge Investments New York	$17.4M	+$12.5K	2	0.02%	Increased
295	Destination Wealth Management Walnut Creek, California	$17.1M	+$4.73M	1	1.41%	Increased
296	Public Employees Retirement Association of Colorado Denver, Colorado	$17M	-$1.79M	2	0.14%	Reduced
297	Jacobs Levy Equity Management Florham Park, New Jersey	$17M	+$3.45M	1	0.35%	Increased
298	Swiss Life Asset Management Zurich,	$17M	+$39.6K	1	0.7%	Increased
299	WBC Westpac Banking Corp Sydney, Australia	$16.6M	+$13M	1	0.18%	Increased
300	Perpetual Ltd Sydney, New South Wales, Australia	$16.5M	+$199K	1	1.64%	Increased