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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	DY Dowling & Yahnke San Diego, California	$13.9M	+$683K	1	1.73%	Increased
427	Scotia Capital Toronto, Ontario, Canada	$13.8M	-$3.58M	1	0.36%	Reduced
428	MIM Marco Investment Management Atlanta, Georgia	$13.8M	+$1.25M	1	1.73%	Increased
429	NPF Norris Perne & French Grand Rapids, Michigan	$13.7M	+$17.9K	1	2.51%	Increased
430	Eastern Bank Boston, Massachusetts	$13.6M	+$189K	1	1.08%	Increased
431	AP Atwood & Palmer Kansas City, Missouri	$13.4M	-$420K	1	2.51%	Reduced
432	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$13.4M	+$1.7M	1	1.6%	Increased
433	SM Seminole Management New York	$13.4M	+$13.2M	1	0.51%	New
434	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$13.2M	+$158K	1	2.34%	Increased
435	Covington Capital Management Los Angeles, California	$13.2M	-$48K	1	1.17%	Reduced
436	Edge Asset Management Seattle, Washington	$13.2M	-$56.6K	1	0.13%	Reduced
437	QIM Quest Investment Management Lake Oswego, Oregon	$13M	+$4.78M	1	1.55%	Increased
438	CW Cabot-Wellington Boston, Massachusetts	$13M	+$115K	1	4.83%	Increased
439	AAM AO Asset Management New York	$12.9M	+$11.9M	1	3.42%	New
440	ST Sabal Trust St. Petersburg, Florida	$12.9M	+$12.3M	1	1.67%	Increased
441	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$12.9M	$0	1	1.57%	Maintained
442	AL Agran Libbie Santa Monica, California	$12.8M	+$202K	1	3.05%	Increased
443	Livforsakringsbolaget Skandia Stockholm, Sweden	$12.8M	-$4.2M	1	0.6%	Reduced
444	Thompson Siegel & Walmsley Richmond, Virginia	$12.8M	-$479K	1	0.24%	Reduced
445	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$12.8M	+$2.15M	1	2.24%	Increased
446	TIAA CREF Trust St Louis, Missouri	$12.8M	+$1.34M	1	0.16%	Increased
447	Wilmington Savings Fund Society Wilmington, Delaware	$12.7M	-$156K	1	0.72%	Reduced
448	MCM Maryland Capital Management Towson, Maryland	$12.7M	+$385K	1	2.1%	Increased
449	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.7M	-$2.72M	1	0.39%	Reduced
450	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$12.7M	+$11.7M	1	2.08%	New