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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
351	JB Capital Wethersfield, Connecticut	$30.6M	+$785K	1	1.06%	Increased
352	O'Shaughnessy Asset Management Stamford, Connecticut	$30.5M	-$305K	1	0.14%	Reduced
353	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$30.4M	-$1.04M	4	0.23%	Reduced
354	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$30.1M	$0	1	1.75%	Maintained
355	Bridgewater Associates Westport, Connecticut	$30M	-$11.5M	1	0.12%	Reduced
356	BCP BSN Capital Partners London, United Kingdom	$29.7M	+$29.4M	1	1.34%	New
357	Utah Retirement Systems Salt Lake City, Utah	$29.6M	-$2.56M	1	0.28%	Reduced
358	British Columbia Investment Management Victoria, British Columbia, Canada	$29.5M	+$2.48M	1	0.18%	Increased
359	Allspring Global Investments Charlotte, North Carolina	$29.4M	-$6.95M	1	0.05%	Reduced
360	Atlantic Union Bankshares Glen Allen, Virginia	$29.4M	+$652K	2	0.49%	Increased
361	Oberweis Asset Management Lisle, Illinois	$29.4M	+$3.24M	1	0.61%	Increased
362	Busey Bank Urbana, Illinois	$29.3M	-$446K	1	0.71%	Reduced
363	Grimes & Company Westborough, Massachusetts	$29.2M	-$173K	1	0.63%	Reduced
364	OA Oak Associates Akron, Ohio	$28.5M	-$137K	2	1.59%	Reduced
365	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$28.4M	+$680K	1	0.2%	Increased
366	Sequoia Financial Advisors Akron, Ohio	$28.4M	+$2.52M	1	0.14%	Increased
367	Conning Inc Hartford, Connecticut	$28.2M	-$21.2M	1	0.85%	Reduced
368	Glenmede Trust Philadelphia, Pennsylvania	$28.1M	-$9.66M	1	0.12%	Reduced
369	KeyBank National Association Cleveland, Ohio	$28M	-$1.66M	1	0.09%	Reduced
370	MIRAE ASSET SECURITIES (USA) INC. New York	$27.8M	+$14.1M	1	0.78%	Increased
371	SRC Shufro Rose & Co New York	$27.7M	-$443K	1	1.59%	Reduced
372	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$27.7M	-$2.05M	1	2.71%	Reduced
373	NewEdge Advisors New Orleans, Louisiana	$27.6M	-$1.76M	3	0.08%	Reduced
374	TS Tamar Securities Woodland Hills, California	$27.5M	-$3.55M	1	2.57%	Reduced
375	Clifford Swan Investment Counsel Pasadena, California	$27.2M	-$1.36M	1	0.87%	Reduced