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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
526	TIM Thompson Investment Management Madison, Wisconsin	$11.7M	+$237K	1	1.67%	Increased
527	Sterling Capital Management Charlotte, North Carolina	$11.7M	+$12.2M	2	0.15%	New
528	FC FORA Capital Miami, Florida	$11.6M	+$12.1M	1	1.37%	New
529	Brinker Capital Investments Berwyn, Pennsylvania	$11.6M	+$1.24M	1	0.12%	Increased
530	Orion Portfolio Solutions Omaha, Nebraska	$11.6M	+$1.24M	1	0.12%	Increased
531	OFA Oak Family Advisors Chicago, Illinois	$11.5M	+$764K	1	3.55%	Increased
532	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$11.5M	+$74.9K	1	1.01%	Increased
533	Ameritas Investment Partners Lincoln, Nebraska	$11.5M	+$225K	2	0.38%	Increased
534	TAM Townsend Asset Management Raleigh, North Carolina	$11.5M	+$458K	1	4.28%	Increased
535	RP Rowlandmiller & Partners Atlanta, Georgia	$11.5M	+$102K	1	2.33%	Increased
536	APG Asset Management Amsterdam, Netherlands	$11.3M	-$131M	1	0.08%	Reduced
537	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.3M	+$3.95M	1	0.1%	Increased
538	First National Bank of Omaha Omaha, Nebraska	$11.3M	-$787K	2	0.72%	Reduced
539	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$11.1M	+$4.64M	2	0.34%	Increased
540	Algert Global San Francisco, California	$11.1M	+$7.86M	2	0.3%	Increased
541	CB Cadence Bank Tupelo, Mississippi	$11.1M	+$138K	1	0.77%	Increased
542	BAM Bell Asset Management Melbourne, Australia	$11.1M	+$4.69M	1	2.03%	Increased
543	Seizert Capital Partners Birmingham, Michigan	$11M	+$955K	1	0.5%	Increased
544	Artemis Investment Management Edinburgh, United Kingdom	$11M	-$2.98M	1	0.17%	Reduced
545	Maryland State Retirement & Pension System Baltimore, Maryland	$11M	-$4M	1	0.23%	Reduced
546	RIL Rothschild Investment LLC Chicago, Illinois	$10.9M	-$49.6K	2	0.72%	Reduced
547	V ValueWorks New York	$10.9M	-$72.4K	1	3.47%	Reduced
548	U.S. Capital Wealth Advisors Austin, Texas	$10.9M	-$1.1M	1	0.38%	Reduced
549	IEQ Capital Foster City, California	$10.8M	+$1.37M	1	0.13%	Increased
550	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$10.8M	+$48.6K	1	1.67%	Increased