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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	CA Cortland Associates St Louis, Missouri	$12M	-$187K	1	2.53%	Reduced
402	Asset Management One Tokyo, Japan	$11.9M	-$1.5M	1	0.17%	Reduced
403	QS Investors New York	$11.9M	-$1.72M	1	0.15%	Reduced
404	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$11.9M	+$1.03M	2	2.25%	Increased
405	Manning & Napier Advisors Fairport, New York	$11.8M	+$12.9M	1	0.05%	New
406	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$11.8M	+$528K	1	1.93%	Increased
407	Scotia Capital Toronto, Ontario, Canada	$11.8M	+$336K	1	0.24%	Increased
408	MCM Maryland Capital Management Towson, Maryland	$11.7M	+$358K	1	1.82%	Increased
409	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$11.7M	+$222K	1	2.06%	Increased
410	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$11.5M	-$426K	1	0.21%	Reduced
411	DY Dowling & Yahnke San Diego, California	$11.4M	+$106K	2	1.43%	Increased
412	HCM Howland Capital Management Boston, Massachusetts	$11.3M	-$2.7M	1	1.16%	Reduced
413	DILH Dai-ichi Life Holdings Tokyo, Japan	$11.2M	-$7.97M	1	0.33%	Reduced
414	Covington Capital Management Los Angeles, California	$11M	-$168K	1	0.99%	Reduced
415	NPF Norris Perne & French Grand Rapids, Michigan	$11M	-$483K	1	2.1%	Reduced
416	AF Ally Financial Detroit, Michigan	$11M	+$2.39M	1	1.11%	Increased
417	OIMU Orbis Investment Management (US) San Francisco, California	$10.9M	+$5.61M	1	8.83%	Increased
418	New Mexico Educational Retirement Board Santa Fe, New Mexico	$10.9M	-$1.28M	1	0.53%	Reduced
419	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$10.9M	+$1.15M	1	0.64%	Increased
420	Norinchukin Bank Tokyo, Japan	$10.9M	-$423K	1	0.28%	Reduced
421	HCMNY Howard Capital Management (New York) New York	$10.9M	+$141K	1	2.07%	Increased
422	Meyer Handelman Company Rye Brook, New York	$10.8M	+$1.39M	1	0.5%	Increased
423	FMT First Mercantile Trust Cordova, Tennessee	$10.8M	-$1.77M	2	0.93%	Reduced
424	OI Oakbrook Investments Lisle, Illinois	$10.8M	+$815K	1	0.66%	Increased
425	TIAA CREF Trust St Louis, Missouri	$10.8M	-$593K	1	0.12%	Reduced