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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	MCM Maple Capital Management Montpelier, Vermont	$5.37M	-$108K	1	1.38%	Reduced
452	WPIC White Pine Investment Company Livonia, Michigan	$5.35M	-$36.4K	1	2.86%	Reduced
453	QS Investors New York	$5.31M	+$1.19M	1	0.07%	Increased
454	Dai-ichi Life Insurance Company Tokyo, Japan	$5.31M	-$98.6K	1	0.14%	Reduced
455	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.3M	+$35.7K	1	0.15%	Increased
456	SG Americas Securities New York	$5.28M	-$36.9M	2	0.05%	Reduced
457	GAM Griffin Asset Management New York	$5.27M	+$354K	1	0.89%	Increased
458	WC Woodstock Corp Boston, Massachusetts	$5.25M	+$53.1K	1	1.05%	Increased
459	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.24M	-$559K	1	0.09%	Reduced
460	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$5.21M	+$253K	1	1.4%	Increased
461	DC Diametric Capital Boston, Massachusetts	$5.16M	+$4.51M	2	3.99%	Increased
462	OPCM Osborne Partners Capital Management San Francisco, California	$5.08M	-$117K	1	0.76%	Reduced
463	Fort Washington Investment Advisors Cincinnati, Ohio	$5.06M	-$5.19M	1	0.06%	Reduced
464	PHS Pekin Hardy Strauss Chicago, Illinois	$5.01M	-$650K	1	0.87%	Reduced
465	Busey Bank Urbana, Illinois	$5M	+$129K	1	0.52%	Increased
466	SCM Stonebridge Capital Management Los Angeles, California	$4.96M	+$355K	1	1.98%	Increased
467	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$4.92M	+$89.6K	1	0.84%	Increased
468	Atlantic Union Bankshares Glen Allen, Virginia	$4.89M	-$121K	1	1.59%	Reduced
469	TCM Tradition Capital Management Summit, New Jersey	$4.78M	+$2.24M	1	1.49%	Increased
470	Whittier Trust South Pasadena, California	$4.78M	+$2.43M	2	0.16%	Increased
471	RP Rowlandmiller & Partners Atlanta, Georgia	$4.72M	+$1.88K	1	1.91%	Increased
472	OKSA O'Keefe Stevens Advisory Rochester, New York	$4.65M	+$5.46K	1	4.19%	Increased
473	IFM Investors Melbourne, Australia	$4.63M	+$429K	1	0.37%	Increased
474	Trexquant Investment Stamford, Connecticut	$4.61M	+$4.91M	1	0.29%	New
475	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.57M	-$824K	1	0.33%	Reduced