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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	Martingale Asset Management Boston, Massachusetts	$11.4M	+$94.2K	1	0.21%	Increased
477	CA Cornerstone Advisors Asheville, North Carolina	$11.4M	+$2.72M	1	0.6%	Increased
478	Elo Mutual Pension Insurance Espoo, Finland	$11.3M	+$614K	1	0.38%	Increased
479	SG Americas Securities New York	$11.3M	+$508K	2	0.12%	Increased
480	CJL Cyrus J. Lawrence New York	$11.3M	-$60.2K	1	3.24%	Reduced
481	MCM Mengis Capital Management Portland, Oregon	$11.2M	+$1.69M	1	2.47%	Increased
482	HR Howe & Rusling Rochester, New York	$11.2M	+$64.5K	1	1.42%	Increased
483	Fred Alger Management New York	$11.1M	-$119M	1	0.05%	Reduced
484	PHK Point72 Hong Kong Hong Kong	$11.1M	+$8.8M	2	0.41%	Increased
485	Maryland State Retirement & Pension System Baltimore, Maryland	$11M	-$134K	1	0.36%	Reduced
486	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11M	+$23.9K	1	0.47%	Increased
487	Dai-ichi Life Insurance Company Tokyo, Japan	$11M	-$7.11M	1	0.24%	Reduced
488	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11M	+$2.94M	2	0.07%	Increased
489	Eagle Global Advisors Houston, Texas	$11M	+$3.17M	1	0.81%	Increased
490	BOTW Bank of the West Monterey Park, California	$11M	-$660K	1	1.39%	Reduced
491	TCM Tributary Capital Management Omaha, Nebraska	$11M	+$2.34M	2	1.09%	Increased
492	HT Heritage Trust Oklahoma City, Oklahoma	$10.9M	-$69.8K	1	1.79%	Reduced
493	SIC SFE Investment Counsel Los Angeles, California	$10.9M	+$683K	1	3.25%	Increased
494	FCM Fairbanks Capital Management Rancho Santa Fe, California	$10.8M	-$103K	1	9.45%	Reduced
495	MIS Morningstar Investment Services Chicago, Illinois	$10.8M	+$2.68M	1	0.14%	Increased
496	ACP Ashfield Capital Partners San Francisco, California	$10.8M	+$1.04M	1	0.84%	Increased
497	SAM Shell Asset Management The Hague, Netherlands	$10.7M	+$3.6M	2	0.32%	Increased
498	Verition Fund Management Greenwich, Connecticut	$10.7M	+$8.28M	3	0.21%	Increased
499	SCA Snowden Capital Advisors New York	$10.7M	+$144K	1	0.48%	Increased
500	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$10.7M	+$669K	1	0.84%	Increased