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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	PP Patten & Patten Chattanooga, Tennessee	$12.7M	-$17.7K	1	0.84%	Reduced
502	BOK Financial Tulsa, Oklahoma	$12.7M	-$46.4K	1	0.23%	Reduced
503	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$12.7M	+$1.83M	2	1.62%	Increased
504	E. Ohman J:or Asset Management Stockholm, Sweden	$12.6M	-$477K	1	0.31%	Reduced
505	AE Wealth Management Topeka, Kansas	$12.6M	+$3.33M	1	0.11%	Increased
506	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.6M	-$95.2K	1	0.72%	Reduced
507	Commerzbank Aktiengesellschaft Frankfurt, Germany	$12.5M	+$11.4M	1	0.33%	Increased
508	Factory Mutual Insurance Waltham, Massachusetts	$12.5M	$0	1	0.13%	Maintained
509	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$12.4M	-$12.1M	1	0.04%	Reduced
510	Atria Wealth Solutions New York	$12.4M	-$4.14M	1	0.13%	Reduced
511	Harvest Fund Management Beijing, China	$12.4M	-$4.8M	1	0.74%	Reduced
512	LBP AM Paris, France	$12.4M	-$85.5K	1	0.19%	Reduced
513	Group One Trading Chicago, Illinois	$12.4M	+$4.02M	2	0.04%	Increased
514	Baker Avenue Asset Management San Francisco, California	$12.3M	+$1.59M	1	0.39%	Increased
515	VFM Viking Fund Management Minot, North Dakota	$12.2M	+$1.24M	1	1.99%	Increased
516	Hosking Partners London, United Kingdom	$12.2M	-$614K	1	0.47%	Reduced
517	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.1M	+$5.83K	1	0.38%	Increased
518	TCM Tufton Capital Management Hunt Valley, Maryland	$12.1M	-$326K	1	2.26%	Reduced
519	FSA Franklin Street Advisors Chapel Hill, North Carolina	$12M	+$2.97M	1	0.81%	Increased
520	GAM Griffin Asset Management New York	$12M	-$17.5K	1	1.34%	Reduced
521	OMERS Administration Corp Toronto, Ontario, Canada	$11.9M	+$283K	1	0.11%	Increased
522	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.9M	-$267K	1	0.39%	Reduced
523	MCM Mengis Capital Management Portland, Oregon	$11.9M	-$38.3K	1	2.34%	Reduced
524	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$11.9M	+$1.89M	1	2.04%	Increased
525	Davenport & Co Richmond, Virginia	$11.8M	-$210K	1	0.07%	Reduced