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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	Quadrature Capital London, United Kingdom	$19.7M	+$11.3M	1	0.44%	Increased
402	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$19.6M	+$45.3K	1	1.13%	Increased
403	Bailard Foster City, California	$19.4M	-$68.1K	1	0.5%	Reduced
404	Daymark Wealth Partners Cincinnati, Ohio	$19.4M	-$2.44K	1	0.83%	Reduced
405	TC Tairen Capital Hong Kong	$19.3M	+$19.5M	1	1.27%	Increased
406	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$19.3M	-$22.2M	2	0.08%	Reduced
407	Bridgeway Capital Management Houston, Texas	$19.2M	+$748K	2	0.48%	Increased
408	GC Globeflex Capital San Diego, California	$19.2M	$0	1	1.77%	Maintained
409	OIC Orion Investment Company St. Louis, Missouri	$19M	+$132K	1	7.76%	Increased
410	Atria Investments Charlotte, North Carolina	$18.9M	+$1.3M	1	0.24%	Increased
411	WestEnd Advisors Charlotte, North Carolina	$18.9M	-$593K	1	0.5%	Reduced
412	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$18.7M	-$409K	1	0.39%	Reduced
413	Zevenbergen Capital Investments Edmonds, Washington	$18.7M	-$22.8K	1	0.46%	Reduced
414	Algert Global San Francisco, California	$18.7M	+$3.09M	2	0.46%	Increased
415	Ancora Advisors Cleveland, Ohio	$18.6M	+$2.38M	1	0.42%	Increased
416	PWP Private Wealth Partners Mill Valley, California	$18.6M	+$905K	1	1.54%	Increased
417	PGGM Investments Zeist, Netherlands	$18.5M	-$2.7M	1	0.25%	Reduced
418	Commerce Bank Kansas City, Missouri	$18.5M	-$4.26M	1	0.12%	Reduced
419	Vanguard Personalized Indexing Management Oakland, California	$18.5M	+$2.14M	1	0.27%	Increased
420	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$18.4M	+$19.6M	1	0.52%	New
421	DP DDD Partners Bellevue, Washington	$18.3M	-$660K	1	2.23%	Reduced
422	Penserra Capital Management Orinda, California	$18.3M	+$4.24M	1	0.33%	Increased
423	Renaissance Technologies New York	$18.3M	+$13.9M	2	0.03%	Increased
424	FFA First Foundation Advisors Irvine, California	$18.2M	-$6.22M	1	0.74%	Reduced
425	Ethic Inc New York	$18.2M	+$378K	1	0.37%	Increased