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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	Madison Asset Management Madison, Wisconsin	$14M	+$217K	1	0.16%	Increased
477	Kestra Advisory Services Austin, Texas	$13.9M	-$1.53M	1	0.07%	Reduced
478	KFP KMG Fiduciary Partners Toledo, Ohio	$13.9M	-$507K	1	1.15%	Reduced
479	Erste Asset Management Vienna, Austria	$13.7M	+$975K	1	0.18%	Increased
480	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.7M	-$98.1K	1	0.51%	Reduced
481	B. Metzler seel. Sohn & Co Frankfurt, Germany	$13.7M	-$1.04M	1	0.14%	Reduced
482	Sapient Capital Indianapolis, Indiana	$13.7M	-$132K	1	0.27%	Reduced
483	Mizuho Securities USA New York	$13.6M	-$2.73M	1	0.29%	Reduced
484	ATC Argent Trust Co Nashville, Tennessee	$13.6M	+$335K	1	0.56%	Increased
485	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$13.5M	+$6.13M	1	0.78%	Increased
486	Freestone Capital Holdings Seattle, Washington	$13.5M	-$768K	1	0.5%	Reduced
487	Vinva Investment Management Sydney, Australia	$13.3M	+$637K	1	0.53%	Increased
488	CIA CCM Investment Advisers Columbia, South Carolina	$13.3M	+$1.86M	1	1.63%	Increased
489	SCA Snowden Capital Advisors New York	$13.3M	+$1.47M	1	0.43%	Increased
490	Balyasny Asset Management Chicago, Illinois	$13.3M	-$28.4M	2	0.02%	Reduced
491	Livforsakringsbolaget Skandia Stockholm, Sweden	$13.2M	$0	1	0.75%	Maintained
492	MC Middleton & Co Boston, Massachusetts	$13.2M	-$345K	1	1.54%	Reduced
493	Bragg Financial Advisors Charlotte, North Carolina	$13.2M	+$472K	1	0.54%	Increased
494	LW Linscomb Wealth Houston, Texas	$13.2M	-$49.2K	1	0.66%	Reduced
495	KCM Kanawha Capital Management Richmond, Virginia	$13.1M	+$256K	1	1.02%	Increased
496	NGM North Growth Management Vancouver, British Columbia, Canada	$13.1M	$0	1	2.76%	Maintained
497	Advisory Services Network Atlanta, Georgia	$13.1M	-$96.8K	1	0.25%	Reduced
498	Norinchukin Bank Tokyo, Japan	$13.1M	+$4.22M	1	0.24%	Increased
499	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13.1M	+$471K	1	0.61%	Increased
500	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$13M	+$799K	2	1.49%	Increased