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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	MAA Matrix Asset Advisors White Plains, New York	$13M	+$1.06M	1	2.56%	Increased
327	ZA Zweig Advisers Hartford, Connecticut	$13M	+$2.1M	1	2.17%	Increased
328	Jacobs Levy Equity Management Florham Park, New Jersey	$12.9M	+$10.5M	1	0.27%	Increased
329	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$12.8M	+$180K	1	2.43%	Increased
330	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$12.7M	-$1.09M	1	0.14%	Reduced
331	RIL Rothschild Investment LLC Chicago, Illinois	$12.7M	+$290K	1	1.63%	Increased
332	Intact Investment Management Montreal, Quebec, Canada	$12.6M	+$1.06M	1	0.51%	Increased
333	SPC Stewart & Patten Company Lafayette, California	$12.4M	+$204K	1	2.49%	Increased
334	PP Paloma Partners Greenwich, Connecticut	$12.4M	+$1.1M	1	0.2%	Increased
335	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.4M	-$6.92M	1	0.14%	Reduced
336	FLII First Long Island Investors Jericho, New York	$12.4M	+$1.27M	1	2.36%	Increased
337	Clifford Swan Investment Counsel Pasadena, California	$12.3M	+$663K	1	0.83%	Increased
338	Raymond James Financial Services Advisors St. Petersburg, Florida	$12.3M	+$602K	1	0.14%	Increased
339	Thrivent Financial for Lutherans Minneapolis, Minnesota	$12.3M	+$4.7M	2	0.06%	Increased
340	BNP Paribas Asset Management Paris, France	$12.2M	-$140K	1	0.1%	Reduced
341	CIM Calvert Investment Management Bethesda, Maryland	$12.2M	+$227K	1	0.54%	Increased
342	AL Airain Ltd St. Peter Port, Guernsey	$12.2M	+$10.9M	2	0.84%	Increased
343	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$11.9M	-$588K	1	1.39%	Reduced
344	OIMU Orbis Investment Management (US) San Francisco, California	$11.9M	-$385K	1	10.27%	Reduced
345	Meyer Handelman Company Rye Brook, New York	$11.8M	+$1.75M	1	0.55%	Increased
346	FL Fort LP Chevy Chase, Maryland	$11.8M	+$380K	1	4.98%	Increased
347	DIA Denver Investment Advisors Denver, Colorado	$11.7M	+$704K	1	0.52%	Increased
348	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.5M	+$861K	1	0.31%	Increased
349	Scotia Capital Toronto, Ontario, Canada	$11.5M	-$5M	1	0.25%	Reduced
350	CCM Cadence Capital Management Boston, Massachusetts	$11.5M	-$2.35M	1	0.81%	Reduced