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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
576	Citizens Financial Group Providence, Rhode Island	$11.1M	-$1.38M	1	0.13%	Reduced
577	F.L. Putnam Investment Management Lynnfield, Massachusetts	$11M	-$520K	1	0.13%	Reduced
578	CWA Asset Management Group Naples, Florida	$11M	-$6.15M	1	0.34%	Reduced
579	Hillsdale Investment Management Toronto, Ontario, Canada	$11M	-$407K	2	0.25%	Reduced
580	V ValueWorks New York	$11M	+$63.2K	1	2.29%	Increased
581	FFP FourThought Financial Partners Venice, Florida	$10.9M	+$92.9K	1	0.84%	Increased
582	P Paradiem Covington, Louisiana	$10.9M	+$5.83M	1	2.34%	Increased
583	OAM Oak Asset Management Westlake Village, California	$10.9M	-$149K	1	3.49%	Reduced
584	SFI Siemens Fonds Invest Munich, Germany	$10.8M	+$111K	1	0.53%	Increased
585	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.8M	-$466K	1	0.31%	Reduced
586	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$10.7M	+$1.52M	1	0.34%	Increased
587	Marex Group London,	$10.7M	+$4.16M	2	0.05%	Increased
588	RDWM Red Door Wealth Management Memphis, Tennessee	$10.7M	+$166K	1	0.98%	Increased
589	ASM AI-Squared Management Hong Kong	$10.7M	+$10.8M	1	5.72%	New
590	PCG PFC Capital Group Los Angeles, California	$10.7M	-$345K	1	4.1%	Reduced
591	Generali Asset Management Trieste, Italy	$10.7M	-$1.12M	1	0.19%	Reduced
592	SCM Spring Capital Management Amarillo, Texas	$10.6M	+$55.2K	1	5.15%	Increased
593	Renaissance Technologies New York	$10.6M	-$76.5M	2	0.01%	Reduced
594	Maryland State Retirement & Pension System Baltimore, Maryland	$10.5M	+$580K	1	0.18%	Increased
595	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$10.5M	-$268K	1	0.48%	Reduced
596	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$10.4M	+$79.1K	1	0.52%	Increased
597	MC Miramar Capital Northbrook, Illinois	$10.4M	-$3.63M	1	2.29%	Reduced
598	HR Howe & Rusling Rochester, New York	$10.4M	+$365K	1	0.6%	Increased
599	Level Four Advisory Services Dallas, Texas	$10.3M	+$1.12K	1	0.29%	Increased
600	AIA AIMZ Investment Advisors Los Altos, California	$10.3M	-$18.1K	1	2.84%	Reduced