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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	SCM Stevens Capital Management Radnor, Pennsylvania	$13.6M	-$936K	1	0.51%	Reduced
327	ACM Argent Capital Management St Louis, Missouri	$13.5M	+$177K	1	0.52%	Increased
328	HCM Howland Capital Management Boston, Massachusetts	$13.4M	+$598K	1	1.16%	Increased
329	PEAK6 Group Chicago, Illinois	$13.3M	-$2.37M	1	0.11%	Reduced
330	Oppenheimer Asset Management New York	$13.3M	+$13.4M	1	0.38%	New
331	Old National Bancorp Evansville, Indiana	$13.3M	-$1.59M	1	0.73%	Reduced
332	CCM Cadence Capital Management Boston, Massachusetts	$13.3M	+$2.52M	1	0.91%	Increased
333	BAPIM British Airways Pensions Investment Management London, United Kingdom	$13.2M	-$22.3M	1	0.4%	Reduced
334	TCM Tributary Capital Management Omaha, Nebraska	$13M	+$4.35M	1	1.28%	Increased
335	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$13M	-$241K	1	1.02%	Reduced
336	Perpetual Ltd Sydney, New South Wales, Australia	$13M	+$13.3M	1	1.29%	New
337	QS Investors New York	$12.9M	-$7.06M	1	0.11%	Reduced
338	Shelton Capital Management Denver, Colorado	$12.9M	+$3.32M	1	0.9%	Increased
339	Zurich Insurance Group Zurich, Switzerland	$12.9M	+$98.8K	1	0.37%	Increased
340	Huntington National Bank Columbus, Ohio	$12.9M	-$1.26M	2	0.23%	Reduced
341	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$12.7M	+$539K	1	0.78%	Increased
342	Generation Investment Management London, United Kingdom	$12.7M	-$15.6M	1	0.14%	Reduced
343	RIL Rothschild Investment LLC Chicago, Illinois	$12.7M	+$291K	1	1.48%	Increased
344	PFM Parsec Financial Management Asheville, North Carolina	$12.7M	+$190K	1	1.05%	Increased
345	Fort Washington Investment Advisors Cincinnati, Ohio	$12.6M	-$734K	1	0.2%	Reduced
346	Welch & Forbes Boston, Massachusetts	$12.6M	-$2.19M	1	0.36%	Reduced
347	GHA GW Henssler & Associates Kennesaw, Georgia	$12.5M	+$252K	1	1.35%	Increased
348	BTP Bloom Tree Partners New York	$12.4M	+$12.5M	1	1.2%	New
349	MIM Marco Investment Management Atlanta, Georgia	$12.3M	+$2.43M	1	2.08%	Increased
350	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$12.2M	+$454K	1	2.38%	Increased