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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	CM Crestline Management Fort Worth, Texas	$35.1M	+$23.5M	1	3.72%	Increased
277	Meyer Handelman Company Rye Brook, New York	$34.9M	+$676K	1	1.58%	Increased
278	Ferguson Wellman Capital Management Portland, Oregon	$34.6M	+$9.19M	1	0.85%	Increased
279	SFG Sather Financial Group Victoria, Texas	$34.4M	+$1.58M	1	4.45%	Increased
280	Utah Retirement Systems Salt Lake City, Utah	$34.4M	+$1.35M	1	0.49%	Increased
281	Clifford Swan Investment Counsel Pasadena, California	$33.8M	-$1.24M	1	1.47%	Reduced
282	Cullen/Frost Bankers San Antonio, Texas	$33.5M	-$1.27M	1	0.77%	Reduced
283	CIBC Asset Management Toronto, Ontario, Canada	$33.5M	+$328K	1	0.16%	Increased
284	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$33.3M	+$361K	1	0.25%	Increased
285	GIM Greylin Investment Management Orange, Virginia	$32.7M	-$2.53M	1	7.64%	Reduced
286	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.4M	-$1.17M	2	0.49%	Reduced
287	FLII First Long Island Investors Jericho, New York	$32.4M	-$1.16M	1	3.02%	Reduced
288	TCM Telos Capital Management San Diego, California	$32.3M	-$1.1M	1	4.93%	Reduced
289	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$32M	-$4.66M	1	18.16%	Reduced
290	Raymond James Trust St. Petersburg, Florida	$31.7M	+$77.7K	1	1.21%	Increased
291	Braun Stacey Associates New York	$31.7M	+$932K	1	1.42%	Increased
292	Public Employees Retirement Association of Colorado Denver, Colorado	$31.3M	-$962K	2	0.15%	Reduced
293	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$30.9M	+$1.08M	1	2.38%	Increased
294	Hancock Whitney Gulfport, Mississippi	$30.9M	+$9.98M	1	1.03%	Increased
295	MC Maplelane Capital New York	$30.8M	+$23.5M	1	0.39%	Increased
296	Frontier Capital Management Boston, Massachusetts	$30.7M	-$13M	1	0.23%	Reduced
297	OC Oakmont Corp Los Angeles, California	$30.7M	+$170K	1	2.72%	Increased
298	Salem Investment Counselors Winston Salem, North Carolina	$30.6M	+$559K	1	2.01%	Increased
299	River Road Asset Management Louisville, Kentucky	$30.5M	-$8.45M	1	0.43%	Reduced
300	AAM AO Asset Management New York	$30.5M	-$3.04M	1	2.02%	Reduced