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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
401	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$19.2M	+$1.07M	1	2.28%	Increased
402	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$19.2M	+$3.01M	1	2.72%	Increased
403	FLII First Long Island Investors Jericho, New York	$19.2M	+$7.03M	1	4.74%	Increased
404	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$19.2M	-$7.98K	1	1.51%	Reduced
405	PFM Parsec Financial Management Asheville, North Carolina	$19.1M	+$916K	1	2.16%	Increased
406	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$18.9M	+$2.12M	1	1.7%	Increased
407	DJSG D.J. St. Germain Springfield, Massachusetts	$18.9M	-$1.02M	1	2.89%	Reduced
408	Los Angeles Capital Management Los Angeles, California	$18.6M	+$390K	1	0.2%	Increased
409	GHA GW Henssler & Associates Kennesaw, Georgia	$18.4M	-$104K	1	2.17%	Reduced
410	Clifford Swan Investment Counsel Pasadena, California	$18.4M	+$576K	1	1.29%	Increased
411	RHJA Rice Hall James & Associates San Diego, California	$18.3M	-$779K	2	1.35%	Reduced
412	Braun Stacey Associates New York	$18.3M	+$56.9K	1	1.07%	Increased
413	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$18.3M	+$2.05M	1	3.92%	Increased
414	FMW Farr Miller & Washington Washington, District of Columbia	$18.3M	+$198K	1	2.51%	Increased
415	Associated Banc-Corp Green Bay, Wisconsin	$18.3M	+$353K	1	1.26%	Increased
416	Baird Milwaukee, Wisconsin	$18.1M	+$641K	1	0.26%	Increased
417	Pinnacle Associates New York	$18.1M	-$538K	1	0.35%	Reduced
418	LI LMCG Investments Boston, Massachusetts	$18M	+$9.79K	1	0.4%	Increased
419	First National Bank of Omaha Omaha, Nebraska	$17.9M	+$674K	1	1.32%	Increased
420	WAM World Asset Management Detroit, Michigan	$17.9M	-$2.28M	1	0.56%	Reduced
421	D.A. Davidson & Co Great Falls, Montana	$17.8M	-$2.59M	1	0.64%	Reduced
422	MAI Capital Management Independence, Ohio	$17.7M	-$1.83M	1	1.78%	Reduced
423	JCM Janney Capital Management Pittsburgh, Pennsylvania	$17.6M	+$1.88M	1	1.17%	Increased
424	PCMF Private Capital Management (Florida) Naples, Florida	$17.5M	-$5.97M	1	2.21%	Reduced
425	VIM Veritas Investment Management London, United Kingdom	$17.5M	+$1.22M	1	6.81%	Increased