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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	Ethic Inc New York	$18.5M	-$988K	1	0.3%	Reduced
427	Commerce Bank Kansas City, Missouri	$18.5M	+$454K	1	0.1%	Increased
428	Wealthfront Advisers Palo Alto, California	$18.4M	-$326K	1	0.04%	Reduced
429	ELC Edgar Lomax Company Kingstowne, Virginia	$18.4M	-$5.13M	1	1.44%	Reduced
430	VWM Venturi Wealth Management Austin, Texas	$18.3M	+$729K	1	0.85%	Increased
431	Private Advisor Group Morristown, New Jersey	$18.3M	-$872K	1	0.09%	Reduced
432	Madison Asset Management Madison, Wisconsin	$18.2M	+$1.61M	1	0.2%	Increased
433	RGC Redwood Grove Capital Palo Alto, California	$18.1M	+$920K	1	5.19%	Increased
434	Horizon Investments Charlotte, North Carolina	$18.1M	+$5.58M	1	0.24%	Increased
435	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$18M	+$1.25M	1	0.27%	Increased
436	Avanza Fonder Stockholm, Sweden	$17.8M	+$778K	1	0.46%	Increased
437	BBI Baxter Bros Inc Riverside, Connecticut	$17.6M	-$717K	1	2.03%	Reduced
438	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$17.6M	+$377K	1	0.01%	Increased
439	Brown Advisory Baltimore, Maryland	$17.6M	+$33.2K	1	0.02%	Increased
440	Zevenbergen Capital Investments Edmonds, Washington	$17.5M	+$30.1K	1	0.34%	Increased
441	TCM Tributary Capital Management Omaha, Nebraska	$17.5M	-$1.56M	1	1.58%	Reduced
442	Livforsakringsbolaget Skandia Stockholm, Sweden	$17.4M	+$333K	1	0.68%	Increased
443	CM Capital Management Glen Allen, Virginia	$17.4M	-$130K	1	2.73%	Reduced
444	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$17.3M	-$18.2M	3	0.07%	Reduced
445	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$17M	+$2.71M	1	0.77%	Increased
446	Baker Avenue Asset Management San Francisco, California	$16.9M	-$158K	1	0.4%	Reduced
447	FFA First Foundation Advisors Irvine, California	$16.7M	-$2.97M	1	0.62%	Reduced
448	Oppenheimer Asset Management New York	$16.5M	-$1.41M	1	0.18%	Reduced
449	Union Bancaire Privee Geneva 1, Switzerland	$16.5M	+$299K	1	0.23%	Increased
450	Freestone Capital Holdings Seattle, Washington	$16.4M	+$438K	1	0.5%	Increased