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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	Rathbones Group Liverpool, United Kingdom	$13.9M	-$267K	1	0.1%	Reduced
377	KFP KMG Fiduciary Partners Toledo, Ohio	$13.9M	+$418K	1	1.83%	Increased
378	SCA Stonebridge Capital Advisors St Paul, Minnesota	$13.7M	+$468K	1	1.51%	Increased
379	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.6M	-$490K	1	0.66%	Reduced
380	TSAM Trinity Street Asset Management London, United Kingdom	$13.4M	+$403K	1	1.73%	Increased
381	RGC Redwood Grove Capital Palo Alto, California	$13.4M	+$2.32M	1	5.37%	Increased
382	Tudor Investment Corp Stamford, Connecticut	$13.3M	+$14.3M	2	0.13%	New
383	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.3M	-$6.52M	1	0.1%	Reduced
384	Achmea Investment Management Zeist, Netherlands	$13.3M	-$1.11M	1	0.29%	Reduced
385	NGM North Growth Management Vancouver, British Columbia, Canada	$13.2M	-$348K	1	2.93%	Reduced
386	Colony Group Boston, Massachusetts	$13.1M	-$87.9K	1	0.2%	Reduced
387	Nomura Holdings Tokyo, Japan	$13M	+$11.9M	1	0.04%	Increased
388	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13M	-$2.24M	2	0.02%	Reduced
389	ECG Edge Capital Group Atlanta, Georgia	$13M	-$935K	1	0.84%	Reduced
390	PEAK6 Investments Chicago, Illinois	$13M	+$14.4M	2	0.06%	New
391	Swiss Life Asset Management Zurich,	$13M	-$538K	1	0.2%	Reduced
392	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.9M	+$459K	1	0.2%	Increased
393	SG Americas Securities New York	$12.9M	+$410K	2	0.15%	Increased
394	Alpha Cubed Investments Irvine, California	$12.8M	-$1.65M	1	0.86%	Reduced
395	NCM Noesis Capital Mangement Boca Raton, Florida	$12.8M	+$550K	1	3.34%	Increased
396	PWP Private Wealth Partners Mill Valley, California	$12.7M	-$363K	1	1.22%	Reduced
397	GIM Goelzer Investment Management Carmel, Indiana	$12.7M	-$1.06M	1	0.89%	Reduced
398	Stratos Wealth Partners Beachwood, Ohio	$12.6M	-$1.62M	1	0.27%	Reduced
399	Salem Investment Counselors Winston Salem, North Carolina	$12.6M	+$134K	1	0.48%	Increased
400	Madison Asset Management Madison, Wisconsin	$12.6M	-$377K	1	0.18%	Reduced