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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	InterOcean Capital Group Nashville, Tennessee	$25.1M	+$3.18M	1	1.26%	Increased
302	MLICM Metropolitan Life Insurance Company (MetLife) New York	$25.1M	-$26.8M	2	0.36%	Reduced
303	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$24.9M	+$2.32M	1	0.14%	Increased
304	Steward Partners Investment Advisory New York	$24.9M	+$2.69M	2	0.43%	Increased
305	Group One Trading Chicago, Illinois	$24.7M	+$9.84M	2	0.03%	Increased
306	Hancock Whitney Gulfport, Mississippi	$24.6M	-$44.8K	1	0.86%	Reduced
307	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$24.4M	+$79.3K	1	2.32%	Increased
308	Montrusco Bolton Investments Montreal, Quebec, Canada	$24.3M	-$5.15M	1	0.66%	Reduced
309	FCI Financial Counselors Inc Overland Park, Kansas	$24M	+$4.14M	1	0.51%	Increased
310	GIM Greylin Investment Management Orange, Virginia	$24M	-$1.38M	1	4.91%	Reduced
311	Shelton Capital Management Denver, Colorado	$23.8M	-$277K	1	0.93%	Reduced
312	HP Holowesko Partners Nassau, Bahamas	$23.7M	-$2.41M	1	8.8%	Reduced
313	Destination Wealth Management Walnut Creek, California	$23.6M	+$224K	1	0.92%	Increased
314	Balyasny Asset Management Chicago, Illinois	$23.5M	+$11.7M	1	0.1%	Increased
315	CAPTRUST Financial Advisors Raleigh, North Carolina	$23.4M	+$805K	2	0.19%	Increased
316	Cerity Partners New York	$23.3M	+$113K	1	0.51%	Increased
317	JCM Jag Capital Management St Louis, Missouri	$23.2M	+$1.45M	1	1.8%	Increased
318	Cetera Investment Advisers Schaumburg, Illinois	$23.1M	+$1.14M	1	0.37%	Increased
319	Swiss Life Asset Management Zurich,	$23.1M	-$3.49M	1	0.32%	Reduced
320	MUFG Americas New York	$23M	+$1.7M	1	0.4%	Increased
321	MIG McGuire Investment Group Wakefield, Rhode Island	$22.6M	+$334K	1	4.24%	Increased
322	TPSF Texas Permanent School Fund Austin, Texas	$22.5M	-$1.86M	1	0.28%	Reduced
323	MSL Mackay Shields LLC New York	$22.3M	-$708K	1	0.21%	Reduced
324	BCM BTR Capital Management Oakland, California	$22.2M	+$253K	1	2.75%	Increased
325	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$21.9M	+$234K	1	1.71%	Increased