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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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13.9M	-$492K	1	1.03%	Reduced
377	DIA Denver Investment Advisors Denver, Colorado	$13.9M	+$1.52M	1	0.52%	Increased
378	Swiss Life Asset Management Zurich,	$13.8M	+$992K	1	0.48%	Increased
379	MAI Capital Management Independence, Ohio	$13.8M	-$468K	1	0.91%	Reduced
380	DCM Decatur Capital Management Decatur, Georgia	$13.7M	+$15M	1	1.71%	New
381	PP Paloma Partners Greenwich, Connecticut	$13.7M	+$12.6M	1	0.26%	Increased
382	EA Euclid Advisors Hartford, Connecticut	$13.6M	+$3.92M	1	0.27%	Increased
383	Bridgewater Associates Westport, Connecticut	$13.6M	+$6.43M	1	0.13%	Increased
384	Driehaus Capital Management Chicago, Illinois	$13.3M	-$8.7M	1	0.46%	Reduced
385	Edge Asset Management Seattle, Washington	$13.3M	+$2.37M	1	0.12%	Increased
386	ZA Zweig Advisers Hartford, Connecticut	$13.2M	+$1.57M	1	2.01%	Increased
387	CIM Calvert Investment Management Bethesda, Maryland	$13.1M	-$508K	1	0.58%	Reduced
388	MSA Mason Street Advisors Milwaukee, Wisconsin	$13.1M	-$178K	1	0.4%	Reduced
389	NPA Nichols & Pratt Advisers Boston, Massachusetts	$12.8M	+$76.8K	1	1.19%	Increased
390	LIC Lodestar Investment Counsel Chicago, Illinois	$12.8M	+$147K	1	2.02%	Increased
391	LRPA L. Roy Papp & Associates Phoenix, Arizona	$12.7M	-$362K	1	2.88%	Reduced
392	HCM Horan Capital Management Hunt Valley, Maryland	$12.7M	+$365K	1	3.57%	Increased
393	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$12.6M	+$11.8M	1	0.43%	Increased
394	ANI American National Insurance Galveston, Texas	$12.6M	$0	1	0.75%	Maintained
395	AWCI Alpine Woods Capital Investors Purchase, New York	$12.6M	-$3.21M	2	0.64%	Reduced
396	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$12.6M	+$180K	1	1.66%	Increased
397	SEI Investments Oaks, Pennsylvania	$12.5M	-$983K	2	0.11%	Reduced
398	Salem Investment Counselors Winston Salem, North Carolina	$12.2M	-$408K	1	1.48%	Reduced
399	ST Sabal Trust St. Petersburg, Florida	$12.1M	+$766K	1	1.57%	Increased
400	Birch Hill Investment Advisors Boston, Massachusetts	$12.1M	-$2.69M	1	1.24%	Reduced