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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	Gratus Capital Atlanta, Georgia	$8.22M	+$231K	1	1.34%	Increased
377	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.19M	-$153K	1	1.08%	Reduced
378	PIA Piedmont Investment Advisors Durham, North Carolina	$8.16M	+$6.44M	1	0.33%	Increased
379	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.16M	-$1.46M	1	0.39%	Reduced
380	FNT First Nebraska Trust Lincoln, Nebraska	$8.16M	-$121K	1	1.43%	Reduced
381	NAM North American Management Boston, Massachusetts	$8.1M	+$8.64K	1	1.29%	Increased
382	TCM Telos Capital Management San Diego, California	$8.09M	+$303K	1	2.37%	Increased
383	MC Middleton & Co Boston, Massachusetts	$8.08M	-$150K	1	1.25%	Reduced
384	DWM Doyle Wealth Management St. Petersburg, Florida	$8.04M	-$12.4M	1	1.11%	Reduced
385	Quadrature Capital London, United Kingdom	$8M	+$7.7M	1	0.53%	New
386	WAM World Asset Management Detroit, Michigan	$7.97M	+$969K	1	0.39%	Increased
387	Point72 Asset Management Stamford, Connecticut	$7.96M	-$65.3M	1	0.04%	Reduced
388	SCM Sirios Capital Management Boston, Massachusetts	$7.88M	+$7.58M	1	0.51%	New
389	IHL Investment House LLC Redondo Beach, California	$7.75M	-$25.6K	1	0.81%	Reduced
390	Tudor Investment Corp Stamford, Connecticut	$7.68M	+$7.46M	2	0.22%	New
391	New Mexico Educational Retirement Board Santa Fe, New Mexico	$7.55M	-$139K	1	0.33%	Reduced
392	HAM Harber Asset Management Asheville, North Carolina	$7.53M	-$793K	1	2.1%	Reduced
393	Rockefeller Capital Management New York	$7.5M	-$120K	1	0.1%	Reduced
394	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$7.49M	-$135K	1	0.7%	Reduced
395	Hennessy Advisors Inc Novato, California	$7.47M	$0	1	0.36%	Maintained
396	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.36M	-$101K	2	0.27%	Reduced
397	RIL Rothschild Investment LLC Chicago, Illinois	$7.35M	-$244K	2	0.87%	Reduced
398	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$7.34M	-$2.19M	1	2.37%	Reduced
399	ANI American National Insurance Galveston, Texas	$7.22M	$0	1	0.38%	Maintained
400	MNBTD Moody National Bank Trust Division Galveston, Texas	$7.09M	+$18.7K	1	0.2%	Increased