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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	FBA Front Barnett Associates Chicago, Illinois	$12.4M	-$190K	1	2.36%	Reduced
477	ARC Absolute Return Capital Boston, Massachusetts	$12.3M	-$18.7M	1	0.17%	Reduced
478	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$12.3M	-$603K	1	1.98%	Reduced
479	HCMNY Howard Capital Management (New York) New York	$12.3M	+$204K	1	2.46%	Increased
480	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$12.3M	-$253K	1	0.82%	Reduced
481	PRA Parametric Risk Advisors Westport, Connecticut	$12.3M	+$87K	1	0.83%	Increased
482	CC Cornerstone Capital Palo Alto, California	$12.3M	+$189K	1	3.4%	Increased
483	KB Kimelman & Baird New York	$12.3M	-$392K	1	2.32%	Reduced
484	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.2M	+$348K	1	2.47%	Increased
485	SSB Sandy Spring Bank Olney, Maryland	$12M	+$32.2K	1	1.48%	Increased
486	NAM North American Management Boston, Massachusetts	$12M	+$5M	1	1.87%	Increased
487	LCM Logan Capital Management Newtown Square, Pennsylvania	$12M	-$260K	1	0.86%	Reduced
488	Baird Milwaukee, Wisconsin	$12M	-$4.18M	1	0.17%	Reduced
489	Gabelli Funds Rye, New York	$11.8M	-$1.22M	1	0.06%	Reduced
490	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$11.8M	+$1.36M	1	1.44%	Increased
491	Obermeyer Wealth Partners Aspen, Colorado	$11.7M	-$1.15K	1	2.88%	Reduced
492	BPB Badgley, Phelps & Bell Seattle, Washington	$11.7M	+$10.6K	1	1.16%	Increased
493	CM Capital Management Glen Allen, Virginia	$11.5M	+$135K	1	3.82%	Increased
494	TIAA CREF Trust St Louis, Missouri	$11.5M	+$643K	1	0.16%	Increased
495	DC Deere & Company Moline, Illinois	$11.4M	+$727K	1	0.64%	Increased
496	Norinchukin Bank Tokyo, Japan	$11.4M	+$282K	1	0.33%	Increased
497	PVH Psagot Value Holdings Tel Aviv, Israel	$11.4M	+$10.4M	1	0.38%	Increased
498	CIBC World Market Toronto, Ontario, Canada	$11.3M	+$716K	1	0.04%	Increased
499	Adams Diversified Equity Fund Baltimore, Maryland	$11.3M	$0	1	0.75%	Maintained
500	GL GLG LLC New York	$11.3M	+$6.88M	1	0.3%	Increased