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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	Glenmede Trust Philadelphia, Pennsylvania	$21.3M	-$793K	1	0.12%	Reduced
302	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$21.2M	+$926K	1	2.45%	Increased
303	Destination Wealth Management Walnut Creek, California	$21M	+$508K	1	0.81%	Increased
304	CI Investments Inc Toronto, Ontario, Canada	$20.5M	+$738K	1	0.11%	Increased
305	DP DDD Partners Bellevue, Washington	$20.5M	-$390K	1	2.95%	Reduced
306	GIM Greylin Investment Management Orange, Virginia	$20.4M	+$1.46M	1	3.67%	Increased
307	Cerity Partners New York	$20.4M	-$22.4M	1	0.1%	Reduced
308	Banco Santander Madrid, Spain	$20.2M	+$2.89M	1	0.29%	Increased
309	Optiver Holding Amsterdam, Netherlands	$20.2M	+$21.1M	1	0.01%	New
310	GIP Greatmark Investment Partners Columbus, Georgia	$20.2M	+$351K	1	3.57%	Increased
311	New York Life Investment Management New York	$19.4M	-$152K	1	0.21%	Reduced
312	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$19.2M	-$9.81M	1	0.08%	Reduced
313	Public Employees Retirement Association of Colorado Denver, Colorado	$19.1M	-$913K	2	0.1%	Reduced
314	Pacer Advisors Malvern, Pennsylvania	$19.1M	+$1M	2	0.07%	Increased
315	Daiwa Securities Group Tokyo, Japan	$19.1M	+$3.69M	2	0.14%	Increased
316	USAA United Services Automobile Association San Antonio, Texas	$19.1M	+$426K	1	0.48%	Increased
317	FFA First Foundation Advisors Irvine, California	$18.8M	+$1.68M	1	0.88%	Increased
318	Twin Tree Management Dallas, Texas	$18.8M	+$5.29M	1	0.04%	Increased
319	Yousif Capital Management Bloomfield Hills, Michigan	$18.6M	-$425K	1	0.24%	Reduced
320	ELC Edgar Lomax Company Kingstowne, Virginia	$18.5M	-$320K	1	1.26%	Reduced
321	JGC J. Goldman & Co New York	$18.5M	-$5.85M	1	0.65%	Reduced
322	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$18.5M	$0	1	1.69%	Maintained
323	GHA GW Henssler & Associates Kennesaw, Georgia	$18.5M	-$19.8K	1	1.26%	Reduced
324	YC Yarbrough Capital Franklin, Tennessee	$18.3M	$0	1	1.08%	Maintained
325	Nissay Asset Management Tokyo, Japan	$18.3M	+$1.35M	1	0.16%	Increased