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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	LRPA L. Roy Papp & Associates Phoenix, Arizona	$5.37M	-$577K	1	1.27%	Reduced
502	RI Redwood Investments Boston, Massachusetts	$5.37M	+$749K	2	0.49%	Increased
503	TCTC Holdings Dallas, Texas	$5.34M	-$64.6K	1	0.36%	Reduced
504	O'Shaughnessy Asset Management Stamford, Connecticut	$5.33M	+$4.07M	1	0.14%	Increased
505	Ameritas Investment Partners Lincoln, Nebraska	$5.28M	+$73.7K	1	0.34%	Increased
506	Amalgamated Bank New York	$5.27M	+$1.59M	2	0.3%	Increased
507	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$5.26M	+$923K	1	0.46%	Increased
508	First Manhattan New York	$5.23M	-$367K	1	0.03%	Reduced
509	NCM Noesis Capital Mangement Boca Raton, Florida	$5.2M	-$26.9K	1	2.31%	Reduced
510	AF Alerus Financial Grand Forks, North Dakota	$5.2M	+$5.11M	1	0.87%	New
511	WIC Willis Investment Counsel Gainesville, Georgia	$5.17M	-$2.38M	1	0.44%	Reduced
512	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.16M	-$190K	1	0.27%	Reduced
513	SCM Stonebridge Capital Management Los Angeles, California	$5.16M	+$83K	1	2.35%	Increased
514	MAM Mastrapasqua Asset Management Nashville, Tennessee	$5.16M	+$837K	1	1.29%	Increased
515	Handelsbanken Fonder Stockholm, Sweden	$5.15M	-$1.77M	1	0.21%	Reduced
516	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.11M	+$5.03M	1	0.71%	New
517	First Allied Advisory Services San Diego, California	$5.07M	-$998K	1	0.28%	Reduced
518	IP Isthmus Partners Madison, Wisconsin	$5.07M	+$16.2K	1	1.67%	Increased
519	SRP Saddle Road Partners Omaha, Nebraska	$5.03M	+$884K	1	3.02%	Increased
520	Virginia Retirement Systems Richmond, Virginia	$5.03M	+$4.95M	1	0.07%	New
521	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.99M	-$174K	1	0.93%	Reduced
522	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.98M	$0	1	0.04%	Maintained
523	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.98M	+$683K	1	0.23%	Increased
524	MPM Meritage Portfolio Management Overland Park, Kansas	$4.97M	-$230K	1	0.56%	Reduced
525	CIC Cutler Investment Counsel Jacksonville, Oregon	$4.93M	+$358K	1	1.38%	Increased