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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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$13.7M	+$11.7M	1	0.13%	Increased
302	GH GAM Holding Zurich, Switzerland	$13.5M	-$1.98M	1	0.2%	Reduced
303	MN Services Vermogensbeheer The Hague, Netherlands	$13.5M	+$11.4M	1	0.37%	Increased
304	TU TDAM USA Toronto, Ontario, Canada	$13.4M	-$6.65K	1	0.69%	Reduced
305	Gofen & Glossberg Chicago, Illinois	$13.4M	-$219K	1	0.51%	Reduced
306	Xact Kapitalforvaltning Stockholm, Sweden	$13.4M	+$125K	1	0.41%	Increased
307	MAI Capital Management Independence, Ohio	$13.2M	+$2.78M	1	0.85%	Increased
308	CA Cullinan Associates Louisville, Kentucky	$12.9M	+$5.63M	1	1.01%	Increased
309	TCM Tributary Capital Management Omaha, Nebraska	$12.9M	+$1.57M	1	1.14%	Increased
310	HCM Howland Capital Management Boston, Massachusetts	$12.9M	-$25.2K	1	1.09%	Reduced
311	BAPIM British Airways Pensions Investment Management London, United Kingdom	$12.8M	$0	1	0.37%	Maintained
312	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$12.7M	+$171K	1	0.96%	Increased
313	Capital Advisors Inc Tulsa, Oklahoma	$12.7M	+$1.18M	1	0.79%	Increased
314	Oppenheimer & Co New York	$12.6M	-$3.06M	2	0.35%	Reduced
315	GHA GW Henssler & Associates Kennesaw, Georgia	$12.5M	+$471K	1	1.31%	Increased
316	Calamos Advisors Naperville, Illinois	$12.5M	-$1.44M	1	0.09%	Reduced
317	QS Investors New York	$12.5M	+$7.82K	1	0.11%	Increased
318	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.4M	-$9.37M	1	0.16%	Reduced
319	PFM Parsec Financial Management Asheville, North Carolina	$12.4M	+$164K	1	0.98%	Increased
320	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$12.4M	+$94K	1	0.74%	Increased
321	Capital Fund Management (CFM) Paris, France	$12.3M	-$1.49M	1	0.1%	Reduced
322	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.3M	-$2.07M	1	0.3%	Reduced
323	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$12.2M	-$508K	1	0.24%	Reduced
324	QF QVT Financial New York	$12.1M	-$2.15M	1	0.32%	Reduced
325	MIM Marco Investment Management Atlanta, Georgia	$12M	+$162K	1	1.98%	Increased