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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
301	Luther King Capital Management (LKCM) Fort Worth, Texas	$36.7M	+$1.03M	1	0.29%	Increased
302	RCM Riverhead Capital Management Wilmington, Delaware	$36.5M	+$8.76M	1	0.68%	Increased
303	Wasatch Advisors Salt Lake City, Utah	$36.3M	$0	1	0.35%	Maintained
304	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$35.9M	-$944K	1	0.75%	Reduced
305	CEP Chicago Equity Partners Chicago, Illinois	$35.8M	+$14.6M	1	0.95%	Increased
306	GH GAM Holding Zurich, Switzerland	$35.5M	+$3.34M	1	0.54%	Increased
307	HAM HHR Asset Management Berkeley Heights, New Jersey	$35.2M	-$541K	1	1.39%	Reduced
308	IRF IBM Retirement Fund Armonk, New York	$34.2M	-$865K	1	0.66%	Reduced
309	Capital International Investors Los Angeles, California	$34.1M	$0	1	0.09%	Maintained
310	ExxonMobil Investment Management Irving, Texas	$34M	-$1.07M	1	0.77%	Reduced
311	HI Honeywell International Charlotte, North Carolina	$33.6M	$0	1	0.77%	Maintained
312	CC Curian Capital Denver, Colorado	$33.4M	+$9.4M	1	0.59%	Increased
313	PineBridge Investments New York	$33.2M	-$6.62M	1	1.32%	Reduced
314	Andra AP-fonden Goteborg, Sweden	$32.9M	+$4.05M	1	0.72%	Increased
315	PHAM Pacific Heights Asset Management San Francisco, California	$32.9M	-$7.95M	1	1.19%	Reduced
316	CPIM Columbia Partners Investment Management Alexandria, Virginia	$32.6M	+$2.26M	2	1.51%	Increased
317	CP Cumberland Partners Toronto, Ontario, Canada	$32.5M	-$3.89M	1	3.66%	Reduced
318	ARC Absolute Return Capital Boston, Massachusetts	$32.4M	+$21.1M	1	0.38%	Increased
319	ACM Alta Capital Management Salt Lake City, Utah	$32.4M	-$80.4K	1	2.99%	Reduced
320	BIM Barton Investment Management West Conshohocken, Pennsylvania	$31.8M	-$725K	1	12.42%	Reduced
321	Cincinnati Insurance Fairfield, Ohio	$31.5M	$0	1	1.13%	Maintained
322	Huntington National Bank Columbus, Ohio	$31.4M	-$161K	1	0.62%	Reduced
323	Mitsubishi UFJ Asset Management Tokyo, Japan	$31.4M	-$1.22M	1	0.81%	Reduced
324	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$31.3M	+$849K	1	3.74%	Increased
325	Klingenstein Fields & Co New York	$31.1M	-$1.04M	1	1.32%	Reduced