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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	Raymond James Trust St. Petersburg, Florida	$35.4M	+$345K	1	0.77%	Increased
302	MUFG Securities EMEA London, United Kingdom	$35.1M	+$36.2M	1	1.26%	Increased
303	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$34.4M	+$6.18M	1	2.46%	Increased
304	Cambridge Investment Research Advisors Fairfield, Iowa	$34.1M	+$293K	1	0.12%	Increased
305	FCI Financial Counselors Inc Overland Park, Kansas	$33.9M	+$91.3K	1	0.5%	Increased
306	Pinnacle Associates New York	$33.7M	-$5.72M	2	0.57%	Reduced
307	Achmea Investment Management Zeist, Netherlands	$33.7M	+$9.7M	1	0.56%	Increased
308	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33.7M	+$19.7M	3	0.17%	Increased
309	MIM Marco Investment Management Atlanta, Georgia	$33.4M	+$475K	1	2.89%	Increased
310	Mediolanum International Funds Dublin 1, Ireland	$32.8M	+$2.47M	1	0.46%	Increased
311	PDM Penn Davis McFarland Dallas, Texas	$32.6M	+$24.5K	1	3.67%	Increased
312	Vident Advisory Alpharetta, Georgia	$32.4M	+$27.5M	1	0.82%	Increased
313	Banco Santander Madrid, Spain	$32M	-$1.38M	1	0.38%	Reduced
314	FLII First Long Island Investors Jericho, New York	$31.8M	+$93.9K	1	2.51%	Increased
315	British Columbia Investment Management Victoria, British Columbia, Canada	$31.7M	-$4.86M	1	0.19%	Reduced
316	Utah Retirement Systems Salt Lake City, Utah	$31.4M	+$124K	1	0.35%	Increased
317	Clifford Swan Investment Counsel Pasadena, California	$30.7M	-$636K	1	1.09%	Reduced
318	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$30.3M	+$8.92M	2	0.33%	Increased
319	SRC Shufro Rose & Co New York	$30.3M	$0	1	2.46%	Maintained
320	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$30M	+$696K	1	0.6%	Increased
321	Chilton Capital Management Houston, Texas	$30M	+$3.6M	1	1.24%	Increased
322	TS Tamar Securities Woodland Hills, California	$29.4M	+$10.5M	1	4.13%	Increased
323	ClearBridge Investments New York	$29.4M	-$8.6M	1	0.02%	Reduced
324	Destination Wealth Management Walnut Creek, California	$29.3M	-$126K	1	0.91%	Reduced
325	Carnegie Investment Counsel Pepper Pike, Ohio	$29.2M	+$1.62M	1	0.86%	Increased