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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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.5M	-$343K	1	0.19%	Reduced
302	Franklin Resources San Mateo, California	$10.4M	+$102K	1	0.01%	Increased
303	BCM BTR Capital Management Oakland, California	$10.4M	+$1.35K	1	2%	Increased
304	SM Senvest Management New York	$10.3M	+$9.72M	1	0.77%	New
305	Raymond James Trust St. Petersburg, Florida	$10.2M	-$241K	1	0.59%	Reduced
306	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.2M	+$2.13M	1	0.29%	Increased
307	UR USCA RIA Houston, Texas	$10.1M	+$885K	1	1.1%	Increased
308	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10M	-$337K	2	0.18%	Reduced
309	SSG Summit Securities Group New York	$9.98M	+$4.11M	1	1.82%	Increased
310	H HoyleCohen San Diego, California	$9.96M	-$39.6K	1	1.76%	Reduced
311	MIG McGuire Investment Group Wakefield, Rhode Island	$9.93M	+$43.7K	1	3.25%	Increased
312	FFA First Foundation Advisors Irvine, California	$9.93M	-$3.66M	1	0.59%	Reduced
313	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.85M	+$95.5K	1	0.2%	Increased
314	CCI Columbus Circle Investors	$9.83M	-$15.9M	1	0.25%	Reduced
315	PCR Potrero Capital Research San Francisco, California	$9.77M	-$2.91M	1	6.05%	Reduced
316	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.75M	-$597K	2	0.2%	Reduced
317	Welch & Forbes Boston, Massachusetts	$9.73M	+$28.3K	1	0.24%	Increased
318	Gofen & Glossberg Chicago, Illinois	$9.7M	-$479K	1	0.34%	Reduced
319	IAM Impala Asset Management Palm Beach, Florida	$9.55M	+$9.04M	1	0.5%	New
320	ELC Edgar Lomax Company Kingstowne, Virginia	$9.48M	+$1.12M	1	0.65%	Increased
321	LIA LS Investment Advisors Bloomfield Hills, Michigan	$9.39M	-$235K	1	0.59%	Reduced
322	Mutual of America Capital Management New York	$9.2M	+$88.7K	1	0.13%	Increased
323	Wasatch Advisors Salt Lake City, Utah	$9.08M	+$6.2M	1	0.1%	Increased
324	Profund Advisors Bethesda, Maryland	$9.07M	+$1.65M	1	0.44%	Increased
325	Intact Investment Management Montreal, Quebec, Canada	$9.01M	$0	1	0.32%	Maintained