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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	ST Sabal Trust St. Petersburg, Florida	$12.6M	+$585K	1	1.66%	Increased
427	TIAA CREF Trust St Louis, Missouri	$12.6M	+$682K	1	0.15%	Increased
428	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$12.6M	+$663K	1	2.16%	Increased
429	Norinchukin Bank Tokyo, Japan	$12.5M	-$1.16M	1	0.3%	Reduced
430	DY Dowling & Yahnke San Diego, California	$12.4M	-$563K	1	1.56%	Reduced
431	Covington Capital Management Los Angeles, California	$12.4M	+$67.2K	1	1.19%	Increased
432	Edge Asset Management Seattle, Washington	$12.3M	+$28.2K	1	0.11%	Increased
433	EIA Edgemoor Investment Advisors Bethesda, Maryland	$12.2M	+$2.64M	1	1.73%	Increased
434	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.1M	+$270K	1	2.26%	Increased
435	Advisors Asset Management Monument, Colorado	$12M	+$2.41M	2	0.16%	Increased
436	AL Agran Libbie Santa Monica, California	$12M	+$39.3K	1	2.85%	Increased
437	HCMNY Howard Capital Management (New York) New York	$11.9M	+$186K	1	2.29%	Increased
438	CW Cabot-Wellington Boston, Massachusetts	$11.8M	-$312K	1	5.02%	Reduced
439	Wilmington Savings Fund Society Wilmington, Delaware	$11.8M	-$133K	1	0.67%	Reduced
440	FAB First American Bank Dundee, Illinois	$11.8M	-$31.9K	1	1.15%	Reduced
441	Michael & Susan Dell Foundation New York	$11.7M	+$2.18M	1	7.18%	Increased
442	Eastern Bank Boston, Massachusetts	$11.7M	-$985K	1	0.94%	Reduced
443	Meag Munich Ergo Munich, Germany	$11.5M	+$11.7M	1	0.55%	New
444	Walleye Trading New York	$11.5M	-$3.02M	2	0.11%	Reduced
445	Obermeyer Wealth Partners Aspen, Colorado	$11.3M	+$312K	1	0.93%	Increased
446	First Manhattan New York	$11.3M	-$212K	1	0.06%	Reduced
447	Livforsakringsbolaget Skandia Stockholm, Sweden	$11.3M	-$691K	1	0.55%	Reduced
448	Associated Banc-Corp Green Bay, Wisconsin	$11.3M	-$4.1M	1	0.71%	Reduced
449	KB Kimelman & Baird New York	$11.2M	-$264K	1	2.05%	Reduced
450	GGI Godsey & Gibb Inc Richmond, Virginia	$11.2M	+$296K	1	2.01%	Increased