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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	CTA Chesley Taft & Associates Chicago, Illinois	$8.88M	+$57.5K	1	0.92%	Increased
577	SCM Sirios Capital Management Boston, Massachusetts	$8.88M	+$8.91M	1	0.3%	New
578	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$8.87M	$0	1	1.3%	Maintained
579	KLWA Kelly Lawrence W & Associates Pasadens, California	$8.86M	-$1.23M	1	1.89%	Reduced
580	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$8.83M	-$248K	1	3.19%	Reduced
581	CCM Cadence Capital Management Boston, Massachusetts	$8.82M	-$2.43M	2	0.42%	Reduced
582	Whittier Trust South Pasadena, California	$8.81M	+$281K	1	0.43%	Increased
583	HCM Harvey Capital Management Palm Beach, Florida	$8.71M	-$1.75M	1	3.12%	Reduced
584	TCOV Trust Company of Vermont Brattleboro, Vermont	$8.7M	+$394K	1	1.34%	Increased
585	Ameritas Investment Partners Lincoln, Nebraska	$8.66M	-$225K	1	0.62%	Reduced
586	SAM Selway Asset Management	$8.66M	-$308K	1	4.19%	Reduced
587	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$8.6M	-$21.2M	1	0.12%	Reduced
588	WAM Wood Asset Management Sarasota, Florida	$8.54M	+$2.43M	1	2.9%	Increased
589	Meyer Handelman Company Rye Brook, New York	$8.54M	+$27.8K	1	0.4%	Increased
590	Shelton Capital Management Denver, Colorado	$8.53M	+$272K	1	1.19%	Increased
591	Fort Washington Investment Advisors Cincinnati, Ohio	$8.52M	+$147K	1	0.17%	Increased
592	SM Stratton Management King Of Prussia, Pennsylvania	$8.5M	+$2.3M	1	0.35%	Increased
593	First Allied Advisory Services San Diego, California	$8.48M	+$221K	1	0.62%	Increased
594	TIM Thompson Investment Management Madison, Wisconsin	$8.46M	+$36.2K	1	1.64%	Increased
595	Synovus Financial Columbus, Georgia	$8.45M	+$43.6K	1	0.24%	Increased
596	Jane Street New York	$8.42M	+$5.39M	2	0.11%	Increased
597	NCM Novare Capital Management Charlotte, North Carolina	$8.4M	-$496K	1	2.05%	Reduced
598	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$8.4M	-$38.6K	1	3.31%	Reduced
599	PIM Progressive Investment Management Lake Oswego, Oregon	$8.37M	+$822K	1	2.7%	Increased
600	CWM Cabot Wealth Management Salem, Massachusetts	$8.27M	+$884K	1	2.08%	Increased