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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	CI Investments Inc Toronto, Ontario, Canada	$20.5M	+$1.16M	1	0.23%	Increased
352	LIA LS Investment Advisors Bloomfield Hills, Michigan	$20.5M	-$692K	1	2.46%	Reduced
353	WAM World Asset Management Detroit, Michigan	$20.5M	-$2.57M	1	0.51%	Reduced
354	RI Redwood Investments Boston, Massachusetts	$20.5M	+$1.24M	2	2.9%	Increased
355	Andra AP-fonden Goteborg, Sweden	$20.4M	-$3.79M	1	0.52%	Reduced
356	Ruane, Cunniff & Goldfarb New York	$20.3M	+$19.7K	1	0.12%	Increased
357	RIL Rothschild Investment LLC Chicago, Illinois	$19.3M	-$299K	1	2.85%	Reduced
358	MAI Capital Management Independence, Ohio	$19.2M	-$1.52M	1	2.5%	Reduced
359	Dana Investment Advisors Waukesha, Wisconsin	$19.2M	-$1.97K	1	1.38%	Reduced
360	DILH Dai-ichi Life Holdings Tokyo, Japan	$19.2M	-$2.53M	1	0.67%	Reduced
361	People's United Financial Bridgeport, Connecticut	$19.2M	+$376K	1	1.22%	Increased
362	First Trust Advisors Wheaton, Illinois	$18.9M	+$1.02M	1	0.1%	Increased
363	ALA Atherton Lane Advisers Menlo Park, California	$18.8M	+$447K	1	1.28%	Increased
364	Asset Management One Tokyo, Japan	$18.3M	+$112K	1	0.28%	Increased
365	FFA First Foundation Advisors Irvine, California	$18.2M	-$2.54M	1	2.84%	Reduced
366	ECM Estabrook Capital Management New York	$17.8M	-$1.41M	1	1.94%	Reduced
367	GIG Goodnow Investment Group Darien, Connecticut	$17.7M	-$5.46M	1	2.87%	Reduced
368	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$17.6M	+$578K	1	2.97%	Increased
369	ORI Oak Ridge Investments Chicago, Illinois	$17.6M	-$176K	1	0.49%	Reduced
370	QIM Quest Investment Management Lake Oswego, Oregon	$17.5M	-$2.38M	1	1.5%	Reduced
371	DJSG D.J. St. Germain Springfield, Massachusetts	$17.5M	-$129K	1	2.82%	Reduced
372	LHC Levy Harkins & Co New York	$17.3M	+$544K	1	6.87%	Increased
373	Fiduciary Trust Boston, Massachusetts	$16.9M	+$747K	1	0.78%	Increased
374	CIBC Asset Management Toronto, Ontario, Canada	$16.9M	-$10.5M	1	0.11%	Reduced
375	MAA Matrix Asset Advisors White Plains, New York	$16.9M	+$16.4M	1	2.27%	New