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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	OI Oakbrook Investments Lisle, Illinois	$31M	-$8.58M	1	0.98%	Reduced
327	CI Investments Inc Toronto, Ontario, Canada	$30.8M	+$5.27M	1	0.33%	Increased
328	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$30.3M	-$86.6K	1	3.84%	Reduced
329	WBC Westpac Banking Corp Sydney, Australia	$30.2M	+$7.33M	1	0.32%	Increased
330	Nomura Asset Management Tokyo, Japan	$30.1M	-$1.08M	1	0.55%	Reduced
331	Evercore Wealth Management New York	$30M	+$397K	2	1.68%	Increased
332	RG Renaissance Group Covington, Kentucky	$29.8M	-$316K	1	1.18%	Reduced
333	MUFG Americas New York	$29.7M	+$163K	1	1%	Increased
334	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$29.6M	+$1.68M	1	0.19%	Increased
335	Birch Hill Investment Advisors Boston, Massachusetts	$29.2M	+$28.8K	1	3.15%	Increased
336	Segall Bryant & Hamill Chicago, Illinois	$29M	-$2.94M	1	0.69%	Reduced
337	Andra AP-fonden Goteborg, Sweden	$28.8M	+$768K	1	0.66%	Increased
338	Kornitzer Capital Management Shawnee Mission, Kansas	$28.7M	+$1.11M	1	0.3%	Increased
339	Oppenheimer & Co New York	$27.9M	+$880K	1	0.84%	Increased
340	LPL Financial San Diego, California	$27.7M	+$254K	2	0.17%	Increased
341	RCM Riverhead Capital Management Wilmington, Delaware	$27.6M	-$955K	1	0.61%	Reduced
342	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$27M	-$480K	1	0.49%	Reduced
343	AAM AMI Asset Management Los Angeles, California	$26.7M	+$1.24M	1	2.73%	Increased
344	CPIM Columbia Partners Investment Management Alexandria, Virginia	$26.4M	-$9.16M	2	1.15%	Reduced
345	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$26.3M	-$397K	1	0.41%	Reduced
346	CIA CCM Investment Advisers Columbia, South Carolina	$26M	-$2.5M	1	2.58%	Reduced
347	Dana Investment Advisors Waukesha, Wisconsin	$25.9M	+$1.06M	1	1.62%	Increased
348	AWCI Alpine Woods Capital Investors Purchase, New York	$25.7M	+$86.6K	1	1.42%	Increased
349	Washington Trust Westerly, Rhode Island	$25.6M	-$918K	1	1.93%	Reduced
350	abrdn Investment Management Edinburgh, United Kingdom	$25.6M	+$1.69M	1	0.12%	Increased