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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	OAM Origin Asset Management London, United Kingdom	$13.9M	-$177K	1	1.03%	Reduced
402	Salem Investment Counselors Winston Salem, North Carolina	$13.9M	-$35.2K	1	1.66%	Reduced
403	TCM TAM Capital Management Stamford, Connecticut	$13.8M	+$14.1M	1	8.05%	New
404	Nomura Holdings Tokyo, Japan	$13.8M	+$2.22M	1	0.05%	Increased
405	DIA Denver Investment Advisors Denver, Colorado	$13.8M	+$2.59M	1	0.45%	Increased
406	FMT First Mercantile Trust Cordova, Tennessee	$13.8M	-$1.18M	1	1.14%	Reduced
407	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$13.7M	+$3.54M	1	1.84%	Increased
408	RGI River Global Investors London, United Kingdom	$13.7M	-$7.82M	1	5.19%	Reduced
409	HCM Horan Capital Management Hunt Valley, Maryland	$13.6M	+$5.05M	1	3.85%	Increased
410	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$13.6M	+$13.8M	1	0.14%	New
411	CA Cortland Associates St Louis, Missouri	$13.5M	+$28K	1	2.78%	Increased
412	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.4M	-$691K	1	0.59%	Reduced
413	WAM World Asset Management Detroit, Michigan	$13.3M	-$170K	1	0.46%	Reduced
414	Pinnacle Associates New York	$13.2M	-$618K	2	0.25%	Reduced
415	Waverton Investment Management London, United Kingdom	$13.1M	-$817K	1	0.94%	Reduced
416	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.1M	-$8.04M	1	0.23%	Reduced
417	ZA Zweig Advisers Hartford, Connecticut	$13M	-$1.13M	1	1.87%	Reduced
418	MIM Marco Investment Management Atlanta, Georgia	$13M	+$141K	1	2.26%	Increased
419	Carson Wealth (CWM LLC) Omaha, Nebraska	$13M	+$4.82M	1	1.31%	Increased
420	Scotia Capital Toronto, Ontario, Canada	$12.8M	-$122K	1	0.33%	Reduced
421	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$12.7M	+$398K	1	2.19%	Increased
422	Two Sigma Investments New York	$12.7M	-$26.3M	2	0.06%	Reduced
423	CAM Centre Asset Management New York	$12.6M	+$4.98M	1	1.88%	Increased
424	NPF Norris Perne & French Grand Rapids, Michigan	$12.6M	-$182K	1	2.35%	Reduced
425	MCM Maryland Capital Management Towson, Maryland	$12.6M	+$746K	1	1.97%	Increased