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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
551	NCM Nelson Capital Management Menlo Park, California	$6.5M	+$93.6K	1	2.35%	Increased
552	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.49M	$0	1	0.01%	Maintained
553	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$6.47M	+$150K	1	1.09%	Increased
554	GAAM Guinness Atkinson Asset Management Pasadena, California	$6.47M	+$38.2K	1	2.97%	Increased
555	SWM SVA Wealth Management Madison, Wisconsin	$6.47M	+$1.37M	1	1.19%	Increased
556	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.44M	-$83.7K	1	1.04%	Reduced
557	ACM Academy Capital Management Waco, Texas	$6.42M	-$908K	1	1.33%	Reduced
558	CIBC World Market Toronto, Ontario, Canada	$6.42M	-$225K	1	0.03%	Reduced
559	OCM Olstein Capital Management Purchase, New York	$6.39M	+$205K	1	0.66%	Increased
560	Whitebox Advisors Minneapolis, Minnesota	$6.39M	+$866K	1	0.28%	Increased
561	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.37M	-$16.5M	1	0.22%	Reduced
562	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.33M	-$744K	1	0.99%	Reduced
563	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.32M	+$6.89M	1	0.51%	New
564	BFS Baskin Financial Services Toronto, Ontario, Canada	$6.28M	-$22.6K	1	1.96%	Reduced
565	QIM Quest Investment Management Lake Oswego, Oregon	$6.26M	+$316K	1	0.88%	Increased
566	Evergreen Capital Management Bellevue, Washington	$6.25M	-$108K	1	1.53%	Reduced
567	Brandywine Global Investment Management Philadelphia, Pennsylvania	$6.23M	+$6.7M	2	0.04%	Increased
568	Cetera Advisor Networks El Segundo, California	$6.22M	$0	2	0.4%	Maintained
569	Waddell & Reed Financial Overland Park, Kansas	$6.2M	-$944K	1	0.01%	Reduced
570	FBA Front Barnett Associates Chicago, Illinois	$6.19M	-$4.01M	1	1.15%	Reduced
571	WIC Willis Investment Counsel Gainesville, Georgia	$6.19M	+$6.74M	1	0.59%	New
572	CCM Century Capital Management Boston, Massachusetts	$6.18M	+$6.73M	1	0.35%	New
573	GCP GSA Capital Partners London, United Kingdom	$6.13M	+$5.6M	1	0.24%	Increased
574	BIC Bridges Investment Counsel Omaha, Nebraska	$6.09M	-$107K	1	1.43%	Reduced
575	PP Patten & Patten Chattanooga, Tennessee	$6.09M	-$1.28M	2	0.88%	Reduced