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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	FSA Franklin Street Advisors Chapel Hill, North Carolina	$11.3M	+$675K	1	0.7%	Increased
527	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11.2M	+$1.72M	1	0.12%	Increased
528	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11.1M	-$134K	1	0.32%	Reduced
529	Hosking Partners London, United Kingdom	$11.1M	-$199K	1	0.44%	Reduced
530	GAM Griffin Asset Management New York	$11M	-$66.4K	1	1.3%	Reduced
531	Sanibel Captiva Trust Company Sanibel, Florida	$11M	+$398K	1	0.34%	Increased
532	TCM Tufton Capital Management Hunt Valley, Maryland	$11M	-$285K	1	2.08%	Reduced
533	Marshall Wace London, United Kingdom	$10.9M	+$3.37M	3	0.01%	Increased
534	RP Rowlandmiller & Partners Atlanta, Georgia	$10.9M	+$27.1K	1	2.25%	Increased
535	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$10.8M	+$247K	1	1.59%	Increased
536	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$10.8M	+$156K	2	0.29%	Increased
537	Davenport & Co Richmond, Virginia	$10.8M	-$562K	1	0.06%	Reduced
538	PP Patten & Patten Chattanooga, Tennessee	$10.7M	-$385K	1	0.69%	Reduced
539	BOK Financial Tulsa, Oklahoma	$10.7M	+$133K	1	0.17%	Increased
540	WBC Westpac Banking Corp Sydney, Australia	$10.7M	-$66.5K	1	0.72%	Reduced
541	E. Ohman J:or Asset Management Stockholm, Sweden	$10.7M	-$225K	1	0.27%	Reduced
542	Envestnet Portfolio Solutions Chicago, Illinois	$10.7M	-$619K	1	0.04%	Reduced
543	Brinker Capital Investments Berwyn, Pennsylvania	$10.6M	-$645K	1	0.09%	Reduced
544	Fred Alger Management New York	$10.6M	+$581K	1	0.05%	Increased
545	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$10.6M	-$200K	1	1.85%	Reduced
546	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.5M	-$191K	1	0.34%	Reduced
547	Jain Global New York	$10.5M	+$4.77M	2	0.08%	Increased
548	RNC Capital Management Los Angeles, California	$10.3M	-$142K	1	0.5%	Reduced
549	VWA Visionary Wealth Advisors O'fallon, Illinois	$10.3M	+$1.04M	1	0.52%	Increased
550	Diversified Trust Memphis, Tennessee	$10.3M	+$199K	1	0.23%	Increased