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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	SCA Snowden Capital Advisors New York	$13M	-$698K	1	0.38%	Reduced
502	GIM Goelzer Investment Management Carmel, Indiana	$12.9M	-$3.79M	1	0.71%	Reduced
503	FC FORA Capital Miami, Florida	$12.7M	+$6.37M	1	1.41%	Increased
504	SCM SG Capital Management Chicago, Illinois	$12.5M	+$7.05M	1	0.86%	Increased
505	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12.5M	-$27.7K	1	0.67%	Reduced
506	SC Savoie Capital Chicago, Illinois	$12.2M	-$883K	1	1.51%	Reduced
507	XF XML Financial Bethesda, Maryland	$12.2M	-$142K	1	1.05%	Reduced
508	Mizuho Securities USA New York	$12.1M	-$1.87M	1	0.26%	Reduced
509	South Dakota Investment Council Sioux Falls, South Dakota	$12.1M	+$6.54M	1	0.23%	Increased
510	Artemis Investment Management Edinburgh, United Kingdom	$12M	$0	1	0.15%	Maintained
511	Ameritas Investment Partners Lincoln, Nebraska	$12M	+$308K	2	0.38%	Increased
512	VFM Viking Fund Management Minot, North Dakota	$11.9M	+$442K	1	1.64%	Increased
513	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$11.8M	-$1.57M	1	0.52%	Reduced
514	OMERS Administration Corp Toronto, Ontario, Canada	$11.8M	+$127K	1	0.09%	Increased
515	Voloridge Investment Management Jupiter, Florida	$11.8M	+$9.44M	1	0.04%	New
516	Avantax Advisory Services Dallas, Texas	$11.7M	+$229K	1	0.06%	Increased
517	Horizon Investments Charlotte, North Carolina	$11.7M	+$7.73M	1	0.19%	Increased
518	SWM Stockman Wealth Management Billings, Montana	$11.7M	+$3.62M	1	1.59%	Increased
519	PCG PFC Capital Group Los Angeles, California	$11.7M	-$632K	1	5.39%	Reduced
520	OFI Invest Asset Management Paris, France	$11.6M	+$8.97K	2	0.29%	Increased
521	OFA Oak Family Advisors Chicago, Illinois	$11.5M	-$46.1K	1	3.63%	Reduced
522	TIM Thompson Investment Management Madison, Wisconsin	$11.5M	+$20.9K	1	1.62%	Increased
523	MC Miramar Capital Northbrook, Illinois	$11.5M	+$165K	1	2.71%	Increased
524	Kentucky Retirement Systems Frankfort, Kentucky	$11.4M	-$690K	1	0.33%	Reduced
525	MCM Mengis Capital Management Portland, Oregon	$11.4M	-$21.5K	1	2.41%	Reduced