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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	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$21.8M	-$17.1M	1	1.63%	Reduced
402	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$21.6M	-$1.54M	1	0.37%	Reduced
403	NCM Noesis Capital Mangement Boca Raton, Florida	$21.6M	+$417K	1	3.13%	Increased
404	Zevenbergen Capital Investments Edmonds, Washington	$21.5M	+$3.48M	1	0.48%	Increased
405	Elo Mutual Pension Insurance Espoo, Finland	$21.4M	-$1.3M	1	0.33%	Reduced
406	IEQ Capital Foster City, California	$21.3M	+$1.85M	2	0.06%	Increased
407	Evergreen Capital Management Bellevue, Washington	$21M	+$1.44M	1	0.47%	Increased
408	Oregon Public Employees Retirement Fund Tigard, Oregon	$21M	-$109K	1	0.27%	Reduced
409	Wealthfront Advisers Palo Alto, California	$20.9M	+$1.91M	2	0.05%	Increased
410	Baker Avenue Asset Management San Francisco, California	$20.8M	+$3.41M	1	0.48%	Increased
411	ABN AMRO Investment Solutions Paris Cedex 008,	$20.7M	+$5.21M	1	0.31%	Increased
412	OIC Orion Investment Company St. Louis, Missouri	$20.6M	-$43K	1	6.29%	Reduced
413	Stratos Wealth Partners Beachwood, Ohio	$20.6M	-$870K	1	0.23%	Reduced
414	Oppenheimer Asset Management New York	$20.6M	+$3.58M	1	0.25%	Increased
415	DIA Davidson Investment Advisors Great Falls, Montana	$20.6M	-$42.9K	1	0.86%	Reduced
416	PWP Private Wealth Partners Mill Valley, California	$20.5M	-$919K	1	1.46%	Reduced
417	NRG Nemes Rush Group Novi, Michigan	$20.5M	-$566K	1	1.93%	Reduced
418	Temasek Holdings Singapore	$20.4M	-$13.4M	2	0.06%	Reduced
419	DP DDD Partners Bellevue, Washington	$20.3M	+$67.7K	1	1.29%	Increased
420	OP Asset Management Helsinki,	$20.2M	-$118K	1	0.25%	Reduced
421	Ethic Inc New York	$20.1M	+$1.06M	1	0.31%	Increased
422	OMERS Administration Corp Toronto, Ontario, Canada	$20M	+$7.34M	2	0.14%	Increased
423	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$20M	+$1.4M	1	0.27%	Increased
424	Harvest Fund Management Beijing, China	$19.7M	+$3.07M	1	0.74%	Increased
425	Mutual of America Capital Management New York	$19.7M	-$327K	1	0.21%	Reduced