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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
501	OPCM Osborne Partners Capital Management San Francisco, California	$7.84M	-$222K	1	1.05%	Reduced
502	Westfield Capital Management Boston, Massachusetts	$7.84M	-$121M	1	0.05%	Reduced
503	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.84M	-$468K	1	0.25%	Reduced
504	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.84M	+$411K	1	0.37%	Increased
505	LI LMCG Investments Boston, Massachusetts	$7.8M	-$870K	1	0.17%	Reduced
506	Commerce Bank Kansas City, Missouri	$7.77M	-$864K	1	0.12%	Reduced
507	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$7.71M	-$16.4K	1	1.69%	Reduced
508	PCM Palouse Capital Management Spokane, Washington	$7.68M	+$3.35M	1	2.7%	Increased
509	HL Financial Services Louisville, Kentucky	$7.58M	+$815K	1	0.2%	Increased
510	CAM Centre Asset Management New York	$7.53M	-$4.24M	1	1.19%	Reduced
511	Advent Capital Management New York	$7.52M	+$8.19M	1	0.11%	New
512	AMM American Money Management Rancho Santa Fe, California	$7.51M	-$534K	1	6.34%	Reduced
513	HP Hikari Power Tokyo, Japan	$7.5M	-$846K	1	1.12%	Reduced
514	CCS Crosspoint Capital Strategies Orinda, California	$7.49M	+$816K	2	2.13%	Increased
515	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.44M	-$6.82K	1	0.35%	Reduced
516	AMI Amica Mutual Insurance Providence, Rhode Island	$7.42M	$0	1	0.64%	Maintained
517	Virtu KCG Holdings New York	$7.41M	+$5.11M	2	0.13%	Increased
518	Evercore Wealth Management New York	$7.39M	-$260K	2	0.33%	Reduced
519	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.37M	-$1.21M	1	0.73%	Reduced
520	TIM Thompson Investment Management Madison, Wisconsin	$7.37M	+$106K	1	1.41%	Increased
521	Ameritas Investment Partners Lincoln, Nebraska	$7.27M	-$1.84M	2	0.48%	Reduced
522	CG Clinton Group New York	$7.12M	+$6.43M	1	1%	Increased
523	FIM Freedom Investment Management Hartford, Connecticut	$7.11M	+$5.77M	1	0.73%	Increased
524	IHL Investment House LLC Redondo Beach, California	$7.09M	-$104K	1	1.14%	Reduced
525	GIM Goelzer Investment Management Carmel, Indiana	$7.07M	+$1.47M	1	1.07%	Increased