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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	HP Holowesko Partners Nassau, Bahamas	$22.5M	+$3.16M	1	10.8%	Increased
302	Raymond James Trust St. Petersburg, Florida	$22.5M	+$30.3K	1	0.76%	Increased
303	Westfield Capital Management Boston, Massachusetts	$22.4M	-$22.7M	1	0.17%	Reduced
304	Park National Corp Newark, Ohio	$22.4M	+$2.99M	1	1%	Increased
305	Jericho Capital Asset Management New York	$22.3M	+$18M	1	1.65%	New
306	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$22.3M	+$9.82M	1	0.59%	Increased
307	Jupiter Asset Management London, United Kingdom	$22.2M	+$1.08M	1	0.32%	Increased
308	Gulf International Bank (UK) London, United Kingdom	$22.2M	+$26.3K	1	0.39%	Increased
309	OC Oakmont Corp Los Angeles, California	$22.1M	$0	1	3.54%	Maintained
310	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$22M	-$19.9M	1	0.17%	Reduced
311	MML Investors Services Springfield, Massachusetts	$22M	-$1.03M	1	0.14%	Reduced
312	Utah Retirement Systems Salt Lake City, Utah	$21.9M	-$211K	1	0.35%	Reduced
313	New York Life Investment Management New York	$21.7M	-$54.3K	1	0.25%	Reduced
314	MAA Matrix Asset Advisors White Plains, New York	$21.6M	+$986K	1	3.24%	Increased
315	USAA United Services Automobile Association San Antonio, Texas	$21.4M	-$156K	1	0.49%	Reduced
316	Public Employees Retirement Association of Colorado Denver, Colorado	$21.3M	-$38.7K	2	0.12%	Reduced
317	Boothbay Fund Management New York	$21.3M	+$6.87M	3	0.49%	Increased
318	Advisors Asset Management Monument, Colorado	$21.3M	-$773K	2	0.43%	Reduced
319	Comerica Bank Dallas, Texas	$21.2M	-$2.4M	1	0.16%	Reduced
320	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$21.2M	+$14M	1	0.61%	Increased
321	Artisan Partners Milwaukee, Wisconsin	$21.1M	-$555K	1	0.04%	Reduced
322	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$20.8M	+$2.95M	1	0.18%	Increased
323	Cetera Advisor Networks El Segundo, California	$20.8M	+$2.68M	1	0.17%	Increased
324	KC KCL Capital New York	$20.6M	+$6.66M	1	2.88%	Increased
325	Adams Diversified Equity Fund Baltimore, Maryland	$20.1M	$0	1	0.97%	Maintained