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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
326	RHBC R.H. Bluestein & Co Birmingham, Michigan	$23M	+$24M	1	2.02%	New
327	Bridgewater Associates Westport, Connecticut	$22.9M	+$24M	1	0.2%	New
328	Mackenzie Financial Toronto Ontario, Ontario, Canada	$22.9M	+$23.9M	1	0.11%	New
329	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$22.6M	+$23.6M	1	3.66%	New
330	ACM Alta Capital Management Salt Lake City, Utah	$22.6M	+$23.6M	1	3.05%	New
331	Stifel Nicolaus & Co St Louis, Missouri	$22.6M	+$23.6M	1	0.41%	New
332	United Capital Financial Advisors Irving, Texas	$22.4M	+$23.4M	1	0.59%	New
333	MDSL M.D. Sass LLC New York	$22.3M	+$23.3M	1	1.84%	New
334	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$22.3M	+$23.3M	1	0.39%	New
335	Luther King Capital Management (LKCM) Fort Worth, Texas	$22.1M	+$23M	1	0.21%	New
336	Andra AP-fonden Goteborg, Sweden	$22M	+$23M	1	0.57%	New
337	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$21.8M	+$22.8M	1	0.61%	New
338	Nomura Asset Management Tokyo, Japan	$21.4M	+$22.3M	1	0.42%	New
339	H Hexavest Montreal, Quebec, Canada	$21.3M	+$22.3M	1	0.36%	New
340	KBC Group Brussels, Belgium	$21.3M	+$22.2M	1	0.39%	New
341	Los Angeles Capital Management Los Angeles, California	$21.2M	+$22.2M	1	0.3%	New
342	GIG Goodnow Investment Group Darien, Connecticut	$21.1M	+$22M	1	3.83%	New
343	Natixis Advisors Boston, Massachusetts	$21.1M	+$22M	1	0.42%	New
344	WAM World Asset Management Detroit, Michigan	$20.9M	+$21.9M	1	0.49%	New
345	Evercore Wealth Management New York	$20.9M	+$21.8M	1	1.18%	New
346	Nuveen Charlotte, North Carolina	$20.8M	+$21.7M	1	0.14%	New
347	Kornitzer Capital Management Shawnee Mission, Kansas	$20.5M	+$21.4M	1	0.27%	New
348	OA Oak Associates Akron, Ohio	$20.3M	+$21.2M	1	2.42%	New
349	Fort Washington Investment Advisors Cincinnati, Ohio	$20.1M	+$21M	1	0.46%	New
350	GHA Garcia Hamilton & Associates Houston, Texas	$20M	+$20.9M	1	3.61%	New