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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	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.5M	-$327K	1	0.69%	Reduced
477	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$11.5M	-$946K	1	1.18%	Reduced
478	Intact Investment Management Montreal, Quebec, Canada	$11.5M	-$189K	1	0.33%	Reduced
479	Silvercrest Asset Management New York	$11.4M	+$1.96M	2	0.08%	Increased
480	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$11.4M	-$135K	1	1.48%	Reduced
481	Thompson Siegel & Walmsley Richmond, Virginia	$11.4M	-$26K	1	0.16%	Reduced
482	Elo Mutual Pension Insurance Espoo, Finland	$11.4M	-$290K	1	0.38%	Reduced
483	SIC SFE Investment Counsel Los Angeles, California	$11.3M	+$309K	1	3.11%	Increased
484	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$11.3M	+$150K	1	0.81%	Increased
485	KFP KMG Fiduciary Partners Toledo, Ohio	$11.3M	+$344K	1	1.99%	Increased
486	Scout Investments Kansas City, Missouri	$11.2M	-$872K	1	0.17%	Reduced
487	Cubist Systematic Strategies Stamford, Connecticut	$11.2M	-$13.6M	2	0.13%	Reduced
488	BAS Brown Advisory Securities Baltimore, Maryland	$11.1M	-$32.8K	1	1.74%	Reduced
489	Sumitomo Mitsui Financial Group Tokyo, Japan	$11.1M	+$1.99M	1	0.24%	Increased
490	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.1M	+$240K	1	0.74%	Increased
491	TS Tamar Securities Woodland Hills, California	$11.1M	-$115K	1	4.26%	Reduced
492	Brown Advisory Baltimore, Maryland	$11M	+$283K	1	0.02%	Increased
493	Virginia Retirement Systems Richmond, Virginia	$11M	+$649K	1	0.11%	Increased
494	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$11M	+$93.4K	1	0.45%	Increased
495	PP Patten & Patten Chattanooga, Tennessee	$10.9M	-$33.8K	1	0.83%	Reduced
496	New Mexico Educational Retirement Board Santa Fe, New Mexico	$10.8M	+$595K	1	0.37%	Increased
497	HT Heritage Trust Oklahoma City, Oklahoma	$10.8M	+$238K	1	1.55%	Increased
498	KCM Kanawha Capital Management Richmond, Virginia	$10.7M	+$495K	1	0.99%	Increased
499	RP Rowlandmiller & Partners Atlanta, Georgia	$10.7M	-$152K	1	2.64%	Reduced
500	Central Trust Company Jefferson City, Missouri	$10.7M	+$759K	1	0.39%	Increased