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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
376	RI Redwood Investments Boston, Massachusetts	$20.7M	-$2.48M	2	3.1%	Reduced
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.6M	+$6.15M	1	0.55%	Increased
378	Federated Hermes Pittsburgh, Pennsylvania	$20.3M	-$63.5M	2	0.07%	Reduced
379	ALA Atherton Lane Advisers Menlo Park, California	$20.3M	-$405K	1	1.28%	Reduced
380	1832 Asset Management Toronto, Ontario, Canada	$20.2M	+$19.2M	1	0.08%	New
381	First Foundation Advisors Irvine, California	$19.9M	-$156K	1	2.68%	Reduced
382	Chilton Capital Management Houston, Texas	$19.8M	+$1.27M	1	2.13%	Increased
383	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$19.6M	+$198K	1	3.11%	Increased
384	D.A. Davidson & Co Great Falls, Montana	$19.3M	+$5.56M	1	0.72%	Increased
385	World Asset Management Detroit, Michigan	$19.1M	-$3.27M	1	0.53%	Reduced
386	Riverbridge Partners Minneapolis, Minnesota	$19.1M	+$1.83M	1	0.35%	Increased
387	Estabrook Capital Management New York	$19M	-$578K	1	1.95%	Reduced
388	ICAP Independence Capital Asset Partners Denver, Colorado	$18.9M	+$18M	1	2.88%	New
389	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.9M	+$871K	1	1.42%	Increased
390	D.J. St. Germain Springfield, Massachusetts	$18.8M	-$536K	1	2.75%	Reduced
391	LHC Levy Harkins & Co New York	$18.8M	-$278K	1	6.83%	Reduced
392	Oak Ridge Investments Chicago, Illinois	$18.7M	-$652K	1	0.49%	Reduced
393	Commerce Bank Kansas City, Missouri	$18.6M	+$771K	1	0.32%	Increased
394	Summitry LLC Foster City, California	$18.6M	+$5.91M	1	2.45%	Increased
395	CIBC Asset Management Toronto, Ontario, Canada	$18.5M	-$79.3K	1	0.11%	Reduced
396	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$18.5M	+$477K	1	2.34%	Increased
397	Asset Management One Tokyo, Japan	$18.5M	-$1.55M	1	0.29%	Reduced
398	MAI Capital Management Independence, Ohio	$18.4M	-$2.62M	1	1.96%	Reduced
399	Cullen/Frost Bankers San Antonio, Texas	$18.4M	+$309K	1	0.81%	Increased
400	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$18M	+$160K	1	1.45%	Increased