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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	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.9M	-$1.41M	1	0.35%	Reduced
377	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.9M	-$389K	1	0.37%	Reduced
378	ANI American National Insurance Galveston, Texas	$10.8M	$0	1	0.69%	Maintained
379	NPA Nichols & Pratt Advisers Boston, Massachusetts	$10.8M	-$209K	1	1.08%	Reduced
380	Loews Corp New York	$10.7M	+$11.9M	1	0.09%	New
381	QIM Quantitative Investment Management Charlottesville, Virginia	$10.7M	+$17.5M	1	0.81%	New
382	HCM Horan Capital Management Hunt Valley, Maryland	$10.6M	-$249K	1	3.12%	Reduced
383	Meyer Handelman Company Rye Brook, New York	$10.6M	+$1.39M	1	0.54%	Increased
384	NA Navellier & Associates Reno, Nevada	$10.5M	+$15.1M	1	1.06%	Increased
385	Edge Asset Management Seattle, Washington	$10.4M	-$1.07M	1	0.1%	Reduced
386	LIC Lodestar Investment Counsel Chicago, Illinois	$10.4M	-$650K	1	1.75%	Reduced
387	DJSG D.J. St. Germain Springfield, Massachusetts	$10.4M	-$3.74M	1	1.75%	Reduced
388	SCM Stevens Capital Management Radnor, Pennsylvania	$10.4M	+$11.8M	2	0.48%	New
389	Salem Investment Counselors Winston Salem, North Carolina	$10.4M	-$16.6K	1	1.35%	Reduced
390	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$10.3M	+$137K	1	1.79%	Increased
391	MCM Maryland Capital Management Towson, Maryland	$10.1M	+$69K	1	1.71%	Increased
392	WBG Wharton Business Group Malvern, Pennsylvania	$10.1M	+$11.2M	1	1%	New
393	Jupiter Investment Management London, United Kingdom	$10M	-$3.98M	2	0.28%	Reduced
394	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$10M	-$28.2K	1	2.04%	Reduced
395	Scotia Capital Toronto, Ontario, Canada	$10M	-$164K	1	0.23%	Reduced
396	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.96M	+$7.05M	1	0.77%	Increased
397	New Mexico Educational Retirement Board Santa Fe, New Mexico	$9.85M	+$535K	1	0.48%	Increased
398	DY Dowling & Yahnke San Diego, California	$9.77M	-$18.7K	1	1.33%	Reduced
399	NAM North American Management Boston, Massachusetts	$9.76M	-$3.97M	1	1.63%	Reduced
400	Covington Capital Management Los Angeles, California	$9.69M	+$248K	1	1%	Increased