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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	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.91M	-$271K	1	0.8%	Reduced
477	CC Cornerstone Capital Palo Alto, California	$5.87M	-$314K	1	1.33%	Reduced
478	PCM Palouse Capital Management Spokane, Washington	$5.81M	-$231K	1	2.27%	Reduced
479	DL Delta Lloyd Amsterdam, Netherlands	$5.81M	-$66.4K	1	0.2%	Reduced
480	SIM Sentry Investment Management Stevens Point, Wisconsin	$5.78M	-$328K	1	0.27%	Reduced
481	BCM Blume Capital Management Berkeley, California	$5.77M	+$1M	1	4.08%	Increased
482	North Star Asset Management Neenah, Wisconsin	$5.76M	+$53.4K	1	0.69%	Increased
483	PHAM Pacific Heights Asset Management San Francisco, California	$5.75M	-$1.33M	1	0.58%	Reduced
484	Profund Advisors Bethesda, Maryland	$5.74M	+$358K	1	0.27%	Increased
485	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.74M	-$429K	1	0.19%	Reduced
486	Robeco Institutional Asset Management Rotterdam, Netherlands	$5.72M	+$1.61M	1	0.05%	Increased
487	HHC Hutchin Hill Capital New York	$5.71M	+$4.45M	1	0.14%	Increased
488	Kentucky Retirement Systems Frankfort, Kentucky	$5.71M	+$339K	1	0.42%	Increased
489	First Allied Advisory Services San Diego, California	$5.64M	-$774K	1	0.29%	Reduced
490	PWP Private Wealth Partners Mill Valley, California	$5.63M	+$3.66M	1	1.32%	Increased
491	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.61M	-$1.62M	2	0.7%	Reduced
492	Bessemer Group Woodbridge, New Jersey	$5.6M	+$3.63M	1	0.03%	Increased
493	RIA RPG Investment Advisory Pleasanton, California	$5.6M	+$5.66M	1	2.09%	New
494	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.57M	+$5.5M	1	0.79%	Increased
495	BCM BTR Capital Management Oakland, California	$5.57M	-$1.41M	1	1.27%	Reduced
496	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.53M	-$45.4K	1	0.91%	Reduced
497	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$5.47M	-$1.46M	1	0.77%	Reduced
498	OAM Origin Asset Management London, United Kingdom	$5.42M	-$135K	1	0.44%	Reduced
499	Westwood Holdings Group Dallas, Texas	$5.42M	-$2.31M	1	0.05%	Reduced
500	Segall Bryant & Hamill Chicago, Illinois	$5.41M	-$388K	1	0.13%	Reduced