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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	Conning Inc Hartford, Connecticut	$23.2M	+$21.1M	1	0.95%	Increased
302	Sculptor Capital New York	$22.7M	+$20.5M	2	0.07%	Increased
303	ExxonMobil Investment Management Irving, Texas	$22.7M	-$2.38M	1	0.56%	Reduced
304	FMW Farr Miller & Washington Washington, District of Columbia	$22.4M	+$199K	1	2.59%	Increased
305	PIA Piedmont Investment Advisors Durham, North Carolina	$22.2M	+$24.1M	1	0.47%	Increased
306	CC Curian Capital Denver, Colorado	$22.2M	+$299K	1	0.37%	Increased
307	Jupiter Investment Management London, United Kingdom	$22.1M	+$18.8M	1	0.65%	New
308	RCM Riverhead Capital Management Wilmington, Delaware	$22.1M	-$4.53M	1	0.33%	Reduced
309	Fjarde Ap-fonden Stockholm, Sweden	$21.8M	-$1.82M	1	0.53%	Reduced
310	Riverbridge Partners Minneapolis, Minnesota	$21.8M	-$550K	1	0.41%	Reduced
311	Huntington National Bank Columbus, Ohio	$21.4M	-$1.28M	2	0.52%	Reduced
312	Capital Fund Management (CFM) Paris, France	$21M	+$4.07M	2	0.27%	Increased
313	Oppenheimer & Co New York	$20.4M	-$2.05M	1	0.57%	Reduced
314	SCM SKBA Capital Management San Francisco, California	$20.2M	+$3.68M	1	1.58%	Increased
315	LPL Financial San Diego, California	$20.1M	-$6.27M	2	0.1%	Reduced
316	Luther King Capital Management (LKCM) Fort Worth, Texas	$19.9M	+$220K	1	0.17%	Increased
317	CIA CCM Investment Advisers Columbia, South Carolina	$19.8M	+$812K	1	1.82%	Increased
318	Commonwealth Equity Services Waltham, Massachusetts	$19.6M	-$629K	2	0.19%	Reduced
319	HM Payson & Co Portland, Maine	$19.5M	-$685K	1	0.97%	Reduced
320	MUFG Americas New York	$19.4M	-$2.36M	1	0.66%	Reduced
321	ACM Alta Capital Management Salt Lake City, Utah	$19.3M	+$254K	1	1.59%	Increased
322	People's United Financial Bridgeport, Connecticut	$19.3M	+$92.5K	1	1.02%	Increased
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.3M	+$587K	1	0.45%	Increased
324	FFA First Foundation Advisors Irvine, California	$19.2M	+$425K	1	1.53%	Increased
325	PEAK6 Group Chicago, Illinois	$19M	+$1.58M	2	0.11%	Increased