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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	Voloridge Investment Management Jupiter, Florida	$20.1M	+$8.77M	2	0.11%	Increased
327	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$20M	-$17.1M	1	0.29%	Reduced
328	Illinois Municipal Retirement Fund Oak Brook, Illinois	$19.9M	+$1.83M	1	0.45%	Increased
329	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$19.9M	-$206K	1	2.64%	Reduced
330	CAM ClariVest Asset Management San Diego, California	$19.9M	-$554K	1	0.96%	Reduced
331	Destination Wealth Management Walnut Creek, California	$19.7M	+$19.1K	1	0.78%	Increased
332	GIP Greatmark Investment Partners Columbus, Georgia	$19.6M	+$895K	1	3.58%	Increased
333	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.6M	-$12.7M	2	0.03%	Reduced
334	Yousif Capital Management Bloomfield Hills, Michigan	$19.5M	+$132K	1	0.26%	Increased
335	Carnegie Investment Counsel Pepper Pike, Ohio	$19.4M	-$1.58M	1	0.84%	Reduced
336	BNP Paribas Asset Management Paris, France	$19.2M	+$4.37M	1	0.07%	Increased
337	Mutual of America Capital Management New York	$18.6M	+$494K	1	0.23%	Increased
338	GIM Greylin Investment Management Orange, Virginia	$18.3M	+$261K	1	3.38%	Increased
339	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$18.3M	-$249K	1	1.54%	Reduced
340	VHAM Van Hulzen Asset Management El Dorado Hills, California	$18.2M	-$682K	1	2.1%	Reduced
341	YC Yarbrough Capital Franklin, Tennessee	$18.1M	$0	1	1.44%	Maintained
342	Two Sigma Investments New York	$18.1M	-$115M	1	0.06%	Reduced
343	Pathstone Family Office Englewood, New Jersey	$17.9M	+$339K	1	0.32%	Increased
344	GHA GW Henssler & Associates Kennesaw, Georgia	$17.9M	+$69.7K	1	1.26%	Increased
345	Walleye Capital New York	$17.9M	+$12.8M	2	0.33%	Increased
346	MIG McGuire Investment Group Wakefield, Rhode Island	$17.8M	+$81.1K	1	3.86%	Increased
347	FFA First Foundation Advisors Irvine, California	$17.7M	-$193K	1	0.85%	Reduced
348	SIMG Sonora Investment Management Group Tucson, Arizona	$17.6M	+$435K	1	1.6%	Increased
349	Welch & Forbes Boston, Massachusetts	$17.6M	-$130K	1	0.32%	Reduced
350	TPSF Texas Permanent School Fund Austin, Texas	$17.5M	+$29K	1	0.27%	Increased