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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	ALA Atherton Lane Advisers Menlo Park, California	$21.6M	-$204K	1	1.2%	Reduced
377	People's United Financial Bridgeport, Connecticut	$21.6M	+$435K	1	1.15%	Increased
378	RI Redwood Investments Boston, Massachusetts	$21.4M	-$3.26M	2	2.68%	Reduced
379	VIM Veritas Investment Management London, United Kingdom	$21.3M	+$3.76M	1	7.35%	Increased
380	RGI River Global Investors London, United Kingdom	$21.1M	-$2.91M	1	5.5%	Reduced
381	SL Summitry LLC Foster City, California	$21.1M	+$537K	1	2.69%	Increased
382	ORI Oak Ridge Investments Chicago, Illinois	$21.1M	+$1.53M	1	0.5%	Increased
383	Copeland Capital Management Conshohocken, Pennsylvania	$21.1M	+$832K	1	2.35%	Increased
384	BP Banyan Partners Palm Beach Gardens, Florida	$21M	+$302K	1	1.77%	Increased
385	AC Amici Capital New York	$21M	$0	1	0.66%	Maintained
386	Chilton Capital Management Houston, Texas	$20.8M	-$327K	1	2.03%	Reduced
387	IAM Impala Asset Management Palm Beach, Florida	$20.8M	-$12.4M	1	0.66%	Reduced
388	Federated Hermes Pittsburgh, Pennsylvania	$20.7M	-$524K	2	0.07%	Reduced
389	LCM Lakewood Capital Management New York	$20.7M	-$29M	1	1.67%	Reduced
390	LIA LS Investment Advisors Bloomfield Hills, Michigan	$20.6M	-$2.69M	1	1.76%	Reduced
391	Commonwealth Equity Services Waltham, Massachusetts	$20.6M	-$800K	2	0.25%	Reduced
392	Fiduciary Trust Boston, Massachusetts	$20.6M	+$852K	1	0.88%	Increased
393	Commerce Bank Kansas City, Missouri	$20.4M	+$413K	1	0.33%	Increased
394	FFA First Foundation Advisors Irvine, California	$20M	+$166K	1	2.18%	Increased
395	RIL Rothschild Investment LLC Chicago, Illinois	$20M	-$1.64M	1	2.56%	Reduced
396	PIM Provident Investment Management Novi, Michigan	$19.7M	+$269K	1	4.65%	Increased
397	Livforsakringsbolaget Skandia Stockholm, Sweden	$19.6M	$0	1	0.71%	Maintained
398	VCM Vision Capital Management Portland, Oregon	$19.4M	-$2.22M	1	2.32%	Reduced
399	CIBC Asset Management Toronto, Ontario, Canada	$19.4M	-$988K	1	0.11%	Reduced
400	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$19.3M	$0	1	2.49%	Maintained