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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
451	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$6.4M	+$128K	1	0.94%	Increased
452	Stephens Inc Little Rock, Arkansas	$6.38M	+$627K	1	0.22%	Increased
453	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.21M	+$170K	1	0.89%	Increased
454	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$6.17M	+$542K	1	1.1%	Increased
455	AHL Partners London, United Kingdom	$6.17M	-$11.4M	2	0.13%	Reduced
456	BCM Blume Capital Management Berkeley, California	$6.16M	+$7.54K	1	3.5%	Increased
457	PP PDT Partners New York	$6.15M	+$666K	1	0.25%	Increased
458	AIM Assured Investment Management New York	$6.06M	+$5.24M	2	0.13%	Increased
459	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.06M	+$11.1K	1	0.09%	Increased
460	IHL Investment House LLC Redondo Beach, California	$5.96M	-$5.59K	1	0.8%	Reduced
461	PHAM Pacific Heights Asset Management San Francisco, California	$5.96M	$0	1	0.57%	Maintained
462	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$5.94M	-$1.67M	1	0.79%	Reduced
463	SSB Sandy Spring Bank Olney, Maryland	$5.94M	-$255K	1	0.58%	Reduced
464	North Star Asset Management Neenah, Wisconsin	$5.94M	+$630K	1	0.6%	Increased
465	TCM Tufton Capital Management Hunt Valley, Maryland	$5.93M	+$258K	1	1.2%	Increased
466	WBC Westpac Banking Corp Sydney, Australia	$5.9M	-$21.8M	1	0.13%	Reduced
467	CIC Cutler Investment Counsel Jacksonville, Oregon	$5.9M	+$82.7K	1	1.47%	Increased
468	KPF K2 Principal Fund Toronto, Ontario, Canada	$5.88M	+$4.85M	2	0.39%	Increased
469	Baillie Gifford & Co Edinburgh, United Kingdom	$5.83M	+$1.72M	1	0.01%	Increased
470	NCM Noesis Capital Mangement Boca Raton, Florida	$5.83M	+$130K	1	2.23%	Increased
471	Capital Investment Advisors Atlanta, Georgia	$5.81M	-$2.38M	1	0.42%	Reduced
472	First Allied Advisory Services San Diego, California	$5.79M	+$774K	1	0.26%	Increased
473	SCM Stonebridge Capital Management Los Angeles, California	$5.79M	+$270K	1	2.21%	Increased
474	TCM Tradition Capital Management Summit, New Jersey	$5.77M	+$40.1K	1	1.91%	Increased
475	MCIM Meadow Creek Investment Management Atlanta, Georgia	$5.76M	+$311K	1	0.14%	Increased