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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	Birch Hill Investment Advisors Boston, Massachusetts	$27.5M	-$31K	1	2.94%	Reduced
327	Fidelity International Hamilton, Bermuda	$27.3M	+$25.9M	1	0.11%	New
328	Brandywine Global Investment Management Philadelphia, Pennsylvania	$27.1M	+$25.6M	2	0.25%	Increased
329	CIA CCM Investment Advisers Columbia, South Carolina	$27M	+$1.39M	1	2.52%	Increased
330	RCM Riverhead Capital Management Wilmington, Delaware	$27M	+$1.57M	1	0.72%	Increased
331	United Capital Financial Advisors Irving, Texas	$26.7M	+$23.2M	1	0.91%	Increased
332	Andra AP-fonden Goteborg, Sweden	$26.3M	+$3.67M	1	0.62%	Increased
333	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$26.2M	+$1.85M	1	0.18%	Increased
334	LPL Financial San Diego, California	$26.2M	+$1.45M	2	0.16%	Increased
335	ARC Absolute Return Capital Boston, Massachusetts	$26.1M	+$24.8M	1	0.29%	New
336	CC Curian Capital Denver, Colorado	$26M	-$8.53M	1	0.46%	Reduced
337	Kornitzer Capital Management Shawnee Mission, Kansas	$26M	+$24.7K	1	0.28%	Increased
338	Huntington National Bank Columbus, Ohio	$25.9M	+$7.68M	2	0.68%	Increased
339	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$25.9M	-$6.36M	1	0.42%	Reduced
340	Polar Capital London, United Kingdom	$25.7M	+$1.09M	1	0.61%	Increased
341	Oppenheimer & Co New York	$25.4M	+$2.33M	1	0.81%	Increased
342	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$25.2M	-$1.9M	2	0.4%	Reduced
343	Washington Trust Westerly, Rhode Island	$25M	-$1.63M	1	1.91%	Reduced
344	SSG Summit Securities Group New York	$24.2M	+$13.7M	1	4.21%	Increased
345	Nuveen Charlotte, North Carolina	$24.2M	-$1.14M	1	0.16%	Reduced
346	RGI River Global Investors London, United Kingdom	$24.2M	-$7.37M	1	5.98%	Reduced
347	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$24.1M	-$1.19M	1	0.7%	Reduced
348	AWCI Alpine Woods Capital Investors Purchase, New York	$24.1M	-$7.59M	1	1.38%	Reduced
349	First Trust Advisors Wheaton, Illinois	$24M	+$3.01M	1	0.12%	Increased
350	Sculptor Capital New York	$24M	+$11.9M	1	0.06%	Increased