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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	TCTC Holdings Dallas, Texas	$9.6M	-$5.04M	1	0.51%	Reduced
377	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.6M	+$11M	1	0.49%	New
378	Stratos Wealth Partners Beachwood, Ohio	$9.51M	+$514K	2	0.4%	Increased
379	SSG Summit Securities Group New York	$9.47M	-$5.05M	1	2.32%	Reduced
380	B BP London, United Kingdom	$9.42M	$0	1	0.34%	Maintained
381	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.37M	+$679K	1	1.04%	Increased
382	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.28M	+$204K	1	0.06%	Increased
383	Nissay Asset Management Tokyo, Japan	$9.19M	-$236K	1	0.29%	Reduced
384	Highbridge Capital Management New York	$9.15M	+$714K	2	0.15%	Increased
385	DY Dowling & Yahnke San Diego, California	$9.03M	-$32.7K	1	0.85%	Reduced
386	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.97M	-$5.71M	1	0.11%	Reduced
387	Eagle Global Advisors Houston, Texas	$8.84M	+$2.72M	1	0.3%	Increased
388	Raymond James Trust St. Petersburg, Florida	$8.78M	+$887K	1	0.61%	Increased
389	CCM Cadence Capital Management Boston, Massachusetts	$8.73M	-$2.51M	1	0.57%	Reduced
390	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.66M	+$176K	2	0.03%	Increased
391	VW Vantage Wealth Pasadena, California	$8.63M	+$5.1K	1	4.38%	Increased
392	BNP Paribas Asset Management Paris, France	$8.57M	-$3.19M	1	0.07%	Reduced
393	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.53M	+$4.08K	1	0.64%	Increased
394	SIM Sonora Investment Management Tucson, Arizona	$8.52M	-$10.8K	2	1.35%	Reduced
395	Pacer Advisors Malvern, Pennsylvania	$8.4M	+$2.33M	1	0.46%	Increased
396	ELC Edgar Lomax Company Kingstowne, Virginia	$8.39M	-$8.29M	1	0.6%	Reduced
397	KC Kepos Capital New York	$8.31M	+$9.56M	1	0.49%	New
398	SAM Securian Asset Management St Paul, Minnesota	$8.3M	+$22.6K	1	0.21%	Increased
399	Squarepoint New York	$8.3M	+$2.82M	2	0.13%	Increased
400	Cerity Partners New York	$8.26M	-$1.1M	1	0.63%	Reduced