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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	Westwood Holdings Group Dallas, Texas	$8.39M	+$2.72M	1	0.07%	Increased
402	Carson Wealth (CWM LLC) Omaha, Nebraska	$8.38M	-$201K	1	0.74%	Reduced
403	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$8.38M	-$987K	1	1.36%	Reduced
404	Virginia Retirement System Richmond, Virginia	$8.31M	+$7.92M	1	0.12%	New
405	LHC Levy Harkins & Co New York	$8.3M	+$263K	1	3.52%	Increased
406	AL Agran Libbie Santa Monica, California	$8.28M	-$11.9K	1	2.12%	Reduced
407	CCT Chemung Canal Trust Elmira, New York	$8.23M	-$122K	1	1.9%	Reduced
408	BUB BBVA USA Bancshares Houston, Texas	$8.11M	+$50.3K	1	0.61%	Increased
409	ANI American National Insurance Galveston, Texas	$7.94M	-$21.2K	1	0.47%	Reduced
410	FMT First Mercantile Trust Cordova, Tennessee	$7.93M	+$481K	1	0.97%	Increased
411	AMI Amica Mutual Insurance Providence, Rhode Island	$7.85M	+$838K	1	0.75%	Increased
412	Baker Avenue Asset Management San Francisco, California	$7.78M	+$1.25M	1	1.18%	Increased
413	HHC Hutchin Hill Capital New York	$7.78M	+$3.05M	2	0.23%	Increased
414	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.75M	-$14.3M	2	0.19%	Reduced
415	FIB First Interstate Bank Billings, Montana	$7.69M	+$2.15M	2	1.61%	Increased
416	CPIM Columbia Partners Investment Management Alexandria, Virginia	$7.66M	-$1.6M	2	0.55%	Reduced
417	Alpha Cubed Investments Irvine, California	$7.64M	+$7.04M	1	2.33%	Increased
418	Andra AP-fonden Goteborg, Sweden	$7.63M	-$760K	1	0.2%	Reduced
419	ELC Edgar Lomax Company Kingstowne, Virginia	$7.61M	+$1.48M	1	0.52%	Increased
420	WAM World Asset Management Detroit, Michigan	$7.58M	-$766K	1	0.3%	Reduced
421	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$7.57M	+$103K	1	2.96%	Increased
422	PAM Premier Asset Management Chicago, Illinois	$7.42M	-$129K	2	1.91%	Reduced
423	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.4M	+$647K	1	0.09%	Increased
424	SAM Securian Asset Management St Paul, Minnesota	$7.37M	+$14K	1	0.21%	Increased
425	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$7.35M	+$773K	1	1.09%	Increased