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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	Stephens Inc Little Rock, Arkansas	$7.58M	-$446K	1	0.28%	Reduced
452	BIM Barton Investment Management West Conshohocken, Pennsylvania	$7.53M	-$667K	1	1.65%	Reduced
453	WBC Westpac Banking Corp Sydney, Australia	$7.52M	+$400K	1	0.17%	Increased
454	Intact Investment Management Montreal, Quebec, Canada	$7.5M	-$1.82M	1	0.3%	Reduced
455	Eagle Global Advisors Houston, Texas	$7.48M	+$153K	1	0.23%	Increased
456	NAM North American Management Boston, Massachusetts	$7.42M	-$218K	1	1.13%	Reduced
457	SAM Stansberry Asset Management Westlake, Texas	$7.39M	+$7M	1	3.18%	New
458	Pacer Advisors Malvern, Pennsylvania	$7.37M	+$1.4M	1	0.52%	Increased
459	BUB BBVA USA Bancshares Houston, Texas	$7.33M	-$355K	1	0.47%	Reduced
460	GW & Wade Wellesley, Massachusetts	$7.28M	-$557K	1	0.84%	Reduced
461	BRA Biechele Royce Advisors Fishers, Indiana	$7.26M	+$6.87M	1	4.93%	New
462	MCM Mengis Capital Management Portland, Oregon	$7.24M	+$1.19M	2	4.38%	Increased
463	WTB Washington Trust Bank Spokane, Washington	$7.19M	+$491K	1	1.05%	Increased
464	Wilmington Savings Fund Society Wilmington, Delaware	$7.18M	-$907K	1	0.39%	Reduced
465	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.17M	+$2.84M	1	0.04%	Increased
466	Capital Investment Advisors Atlanta, Georgia	$7.14M	+$115K	1	0.47%	Increased
467	MUFG Americas New York	$7.11M	-$259K	2	0.21%	Reduced
468	Pendal Group Sydney, Australia	$7.1M	+$6.73M	1	0.09%	New
469	NCM Noesis Capital Mangement Boca Raton, Florida	$7.04M	+$97.5K	1	2.53%	Increased
470	Gratus Capital Atlanta, Georgia	$7.02M	+$902K	1	0.91%	Increased
471	CPIM Columbia Partners Investment Management Alexandria, Virginia	$7M	+$66.8K	1	0.93%	Increased
472	CIC Cutler Investment Counsel Jacksonville, Oregon	$7M	+$61.6K	1	1.35%	Increased
473	Squarepoint New York	$7M	+$4M	2	0.12%	Increased
474	UC Unio Capital Princeton, New Jersey	$6.98M	+$6.61M	1	5.82%	New
475	TCM Tradition Capital Management Summit, New Jersey	$6.93M	-$653K	1	1.88%	Reduced