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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
426	CCM Compass Capital Management Minneapolis, Minnesota	$13.3M	+$343K	1	2.99%	Increased
427	GJCM Grand Jean Capital Management San Francisco, California	$13.2M	+$1.71M	1	4.26%	Increased
428	NPF Norris Perne & French Grand Rapids, Michigan	$13.1M	+$48.7K	1	2.69%	Increased
429	FAM Fiduciary Asset Management St. Louis, Missouri	$13M	-$542K	1	3.05%	Reduced
430	SPC Stewart & Patten Company Lafayette, California	$13M	+$423K	1	2.81%	Increased
431	RCM Raging Capital Management Rocky Hill, New Jersey	$13M	+$5.36M	1	2.24%	Increased
432	HCM Howland Capital Management Boston, Massachusetts	$13M	+$439K	1	1.77%	Increased
433	TH Timber Hill Greenwich, Connecticut	$12.9M	+$9.65M	1	0.05%	Increased
434	BP Banyan Partners Palm Beach Gardens, Florida	$12.9M	+$2.34M	1	1.14%	Increased
435	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.9M	+$212K	1	0.52%	Increased
436	BPBT Boston Private Bank & Trust Boston, Massachusetts	$12.8M	+$289K	1	0.71%	Increased
437	Trillium Asset Management Boston, Massachusetts	$12.8M	+$430K	1	1.43%	Increased
438	Eastern Bank Boston, Massachusetts	$12.8M	-$121K	1	1.17%	Reduced
439	CIBC World Market Toronto, Ontario, Canada	$12.8M	+$4.63M	1	0.05%	Increased
440	First Citizens Bank & Trust Raleigh, North Carolina	$12.8M	+$312K	1	0.49%	Increased
441	JCM Janney Capital Management Pittsburgh, Pennsylvania	$12.7M	+$400K	1	1.04%	Increased
442	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.7M	+$78.4K	1	1.81%	Increased
443	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$12.6M	-$36.6M	1	0.79%	Reduced
444	RGA Red Granite Advisors Milwaukee, Wisconsin	$12.5M	-$158K	1	2.77%	Reduced
445	MCM Maryland Capital Management Towson, Maryland	$12.5M	+$494K	1	2.02%	Increased
446	NPA Nichols & Pratt Advisers Boston, Massachusetts	$12.4M	+$195K	1	1.25%	Increased
447	DM Delphi Management Brookline, Massachusetts	$12.4M	-$450K	1	1.41%	Reduced
448	D.A. Davidson & Co Great Falls, Montana	$12.2M	+$14.2K	1	0.55%	Increased
449	AP Atwood & Palmer Kansas City, Missouri	$12M	-$628K	1	3.32%	Reduced
450	LCM Logan Capital Management Newtown Square, Pennsylvania	$12M	-$1.55M	1	0.9%	Reduced