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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
476	NG NatWest Group Edinburgh, Scotland, United Kingdom	$13.5M	-$1.15M	1	0.57%	Reduced
477	GHA Garcia Hamilton & Associates Houston, Texas	$13.4M	-$323K	1	3.15%	Reduced
478	KB Kimelman & Baird New York	$13.4M	+$1.22M	1	2.36%	Increased
479	CW Cabot-Wellington Boston, Massachusetts	$13.4M	+$2.79M	1	4.73%	Increased
480	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$13.3M	-$5.67M	1	1.18%	Reduced
481	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$13.3M	+$510K	1	0.82%	Increased
482	BOK Financial Tulsa, Oklahoma	$13.3M	+$278K	1	0.43%	Increased
483	FBA Front Barnett Associates Chicago, Illinois	$13.3M	-$236K	1	2.47%	Reduced
484	Sculptor Capital New York	$13.2M	-$4.29M	1	0.04%	Reduced
485	Martingale Asset Management Boston, Massachusetts	$13.2M	-$864K	1	0.41%	Reduced
486	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$13.2M	+$279K	1	1.1%	Increased
487	AMM American Money Management Rancho Santa Fe, California	$13.2M	+$18.3K	1	10.77%	Increased
488	AL Agran Libbie Santa Monica, California	$13.1M	+$82.3K	1	3.35%	Increased
489	LCM Logan Capital Management Newtown Square, Pennsylvania	$12.9M	+$35.9K	1	0.91%	Increased
490	PRA Parametric Risk Advisors Westport, Connecticut	$12.9M	-$227K	1	0.85%	Reduced
491	FP Foundry Partners Minneapolis, Minnesota	$12.9M	+$2.32M	1	1.19%	Increased
492	HCMNY Howard Capital Management (New York) New York	$12.8M	-$727K	1	2.53%	Reduced
493	JCP Jabre Capital Partners Geneva, Switzerland	$12.8M	+$12.9M	1	0.9%	New
494	CC Cornerstone Capital Palo Alto, California	$12.8M	+$83.1K	1	3.45%	Increased
495	MIM Marco Investment Management Atlanta, Georgia	$12.8M	+$211K	1	2.44%	Increased
496	SSB Sandy Spring Bank Olney, Maryland	$12.7M	+$80.4K	1	1.59%	Increased
497	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.6M	+$173K	1	2.53%	Increased
498	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$12.5M	+$12.5M	1	1.02%	New
499	MCM Maryland Capital Management Towson, Maryland	$12.5M	+$514K	1	2.19%	Increased
500	Obermeyer Wealth Partners Aspen, Colorado	$12.4M	+$84.7K	1	3.02%	Increased