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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	AC Amici Capital New York	$19.8M	$0	1	0.66%	Maintained
377	Chilton Capital Management Houston, Texas	$19.8M	+$125K	1	2.1%	Increased
378	Fiduciary Trust Boston, Massachusetts	$19.7M	+$252K	1	0.87%	Increased
379	Asset Management One Tokyo, Japan	$19.6M	+$2.38M	1	0.27%	Increased
380	Federated Hermes Pittsburgh, Pennsylvania	$19.5M	-$75.3K	1	0.06%	Reduced
381	ORI Oak Ridge Investments Chicago, Illinois	$19.4M	-$596K	1	0.5%	Reduced
382	FFA First Foundation Advisors Irvine, California	$19.3M	+$380K	1	1.92%	Increased
383	RIL Rothschild Investment LLC Chicago, Illinois	$19.2M	+$312K	1	2.34%	Increased
384	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$19.1M	+$18.3M	1	0.49%	Increased
385	RGI River Global Investors London, United Kingdom	$19M	-$1.66M	1	3.74%	Reduced
386	PIM Provident Investment Management Novi, Michigan	$18.9M	+$352K	1	4.41%	Increased
387	CI Global Investments Oakland, California	$18.8M	+$5.91M	1	0.43%	Increased
388	IAM Impax Asset Management Portsmouth, New Hampshire	$18.8M	+$3.94M	1	1.22%	Increased
389	Janney Montgomery Scott Philadelphia, Pennsylvania	$18.5M	+$4.56M	1	0.38%	Increased
390	PFM Parsec Financial Management Asheville, North Carolina	$18.5M	+$312K	1	2.02%	Increased
391	RS Investment Management San Francisco, California	$18.5M	-$9.42M	2	0.17%	Reduced
392	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$18.3M	+$200K	1	1.37%	Increased
393	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$18.2M	+$68.5K	1	2.14%	Increased
394	JCM Janney Capital Management Pittsburgh, Pennsylvania	$18M	+$417K	1	1.09%	Increased
395	CIBC Asset Management Toronto, Ontario, Canada	$18M	-$351K	1	0.11%	Reduced
396	Clifford Swan Investment Counsel Pasadena, California	$17.8M	+$341K	1	1.21%	Increased
397	WAM World Asset Management Detroit, Michigan	$17.8M	+$923K	1	0.53%	Increased
398	VCM Vision Capital Management Portland, Oregon	$17.7M	-$678K	1	2.2%	Reduced
399	FMW Farr Miller & Washington Washington, District of Columbia	$17.6M	+$187K	1	2.29%	Increased
400	Scotia Capital Toronto, Ontario, Canada	$17.6M	+$1.47M	1	0.38%	Increased