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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	$20.8M	-$270K	1	0.82%	Reduced
277	WI Wafra Inc New York	$20.7M	$0	1	0.95%	Maintained
278	MAA Matrix Asset Advisors White Plains, New York	$20.7M	+$512K	1	3.29%	Increased
279	Raymond James Financial Services Advisors St. Petersburg, Florida	$20.5M	+$23.6K	1	0.13%	Increased
280	PIA Piedmont Investment Advisors Durham, North Carolina	$20.4M	-$64.3K	1	0.41%	Reduced
281	GES GO ETF Solutions London, United Kingdom	$20.2M	+$2.81M	2	2.94%	Increased
282	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.1M	-$4.17M	1	0.37%	Reduced
283	BB&T Securities Richmond, Virginia	$20.1M	-$12.7M	1	0.26%	Reduced
284	LPL Financial San Diego, California	$20.1M	-$1M	2	0.06%	Reduced
285	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$19.9M	+$11.5M	1	0.27%	Increased
286	MCM Mason Capital Management New York	$19.8M	+$18.7M	1	1.22%	New
287	CMG Cavalry Management Group San Francisco, California	$19.6M	+$18.6M	1	5.73%	New
288	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$19.3M	-$1.67M	1	1.11%	Reduced
289	GAI General American Investors New York	$19.3M	$0	1	1.87%	Maintained
290	Zurich Cantonal Bank Zurich, Switzerland	$19.2M	-$1.09M	2	0.17%	Reduced
291	CCMH Cornerstone Capital Management Holdings New York	$19.2M	+$954K	1	0.13%	Increased
292	Macquarie Group Sydney, NSW 2000, Australia	$18.6M	-$5.71M	2	0.03%	Reduced
293	MIM Marco Investment Management Atlanta, Georgia	$18.5M	+$4.29M	1	2.81%	Increased
294	SRC Shufro Rose & Co New York	$18.4M	-$61.2K	1	1.81%	Reduced
295	PJC Pelorus Jack Capital San Francisco, California	$18.3M	+$17.4M	1	2.46%	New
296	Public Employees Retirement Association of Colorado Denver, Colorado	$18.3M	+$1.04M	2	0.12%	Increased
297	Renaissance Technologies New York	$18.2M	-$166M	3	0.02%	Reduced
298	CIBC World Market Toronto, Ontario, Canada	$18M	-$2.25M	1	0.08%	Reduced
299	ELC Edgar Lomax Company Kingstowne, Virginia	$18M	-$510K	1	1.23%	Reduced
300	Utah Retirement Systems Salt Lake City, Utah	$17.6M	+$224K	1	0.37%	Increased