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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	Bridgeway Capital Management Houston, Texas	$24.1M	-$687K	2	0.61%	Reduced
352	MAA Matrix Asset Advisors White Plains, New York	$23.7M	+$496K	1	2.76%	Increased
353	WesBanco Bank Wheeling, West Virginia	$23.7M	+$88.4K	1	1.33%	Increased
354	Washington Trust Westerly, Rhode Island	$23.2M	-$456K	1	1.7%	Reduced
355	Old National Bancorp Evansville, Indiana	$23.1M	+$1.82M	1	1.51%	Increased
356	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$23M	-$483K	1	0.35%	Reduced
357	Ruane, Cunniff & Goldfarb New York	$22.6M	+$3.06K	1	0.12%	Increased
358	Copeland Capital Management Conshohocken, Pennsylvania	$22.5M	+$2.69M	1	2.29%	Increased
359	Riverbridge Partners Minneapolis, Minnesota	$21.9M	-$1.42M	1	0.43%	Reduced
360	Utah Retirement Systems Salt Lake City, Utah	$21.8M	-$45.9K	1	0.63%	Reduced
361	Commonwealth Equity Services Waltham, Massachusetts	$21.8M	+$1.72M	2	0.27%	Increased
362	ACM Andor Capital Management Rye Brook, New York	$21.8M	+$16.6M	1	1.01%	New
363	AWCI Alpine Woods Capital Investors Purchase, New York	$21.7M	-$3.15M	1	1.15%	Reduced
364	OA Oak Associates Akron, Ohio	$21.5M	+$313K	2	2.65%	Increased
365	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.3M	+$168K	1	0.53%	Increased
366	DILH Dai-ichi Life Holdings Tokyo, Japan	$21.2M	+$733K	1	0.63%	Increased
367	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$21.2M	-$27.1K	1	3.2%	Reduced
368	ALA Atherton Lane Advisers Menlo Park, California	$20.7M	+$302K	1	1.18%	Increased
369	Waverton Investment Management London, United Kingdom	$20.6M	-$22.6M	1	1.42%	Reduced
370	ACP Ashfield Capital Partners San Francisco, California	$20.6M	-$1.12M	1	1%	Reduced
371	People's United Financial Bridgeport, Connecticut	$20.5M	+$168K	1	1.09%	Increased
372	BP Banyan Partners Palm Beach Gardens, Florida	$20.3M	+$533K	1	1.73%	Increased
373	VIM Veritas Investment Management London, United Kingdom	$20.1M	-$86.7K	1	6.54%	Reduced
374	SL Summitry LLC Foster City, California	$19.9M	-$39.2K	1	2.47%	Reduced
375	Commerce Bank Kansas City, Missouri	$19.8M	+$561K	1	0.33%	Increased