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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	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.25M	+$1.96M	1	0.51%	Increased
577	Exencial Wealth Advisors Oklahoma City, Oklahoma	$7.18M	+$1.87M	1	0.43%	Increased
578	DSC Duncker Streett & Co St. Louis, Missouri	$7.14M	+$280K	1	1.36%	Increased
579	VV Verity & Verity Beaufort, South Carolina	$7.14M	+$984K	1	1.15%	Increased
580	MCM Mengis Capital Management Portland, Oregon	$7.12M	-$37.2K	1	1.58%	Reduced
581	OFA Oak Family Advisors Chicago, Illinois	$7.06M	-$80.8K	1	3.06%	Reduced
582	Eagle Asset Management St Petersburg, Florida	$7.04M	+$7.1M	1	0.03%	Increased
583	Park National Corp Newark, Ohio	$7.04M	+$6.77M	1	0.31%	Increased
584	SC Sepio Capital Salt Lake City, Utah	$7.01M	+$611K	1	0.65%	Increased
585	CB Cadence Bank Tupelo, Mississippi	$7M	+$450K	1	1.06%	Increased
586	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$6.96M	-$4.2M	1	3.35%	Reduced
587	BAPIM British Airways Pensions Investment Management London, United Kingdom	$6.95M	-$13.8M	1	0.27%	Reduced
588	Bragg Financial Advisors Charlotte, North Carolina	$6.95M	+$155K	1	0.47%	Increased
589	ACM Adalta Capital Management New York	$6.92M	+$346K	1	3.99%	Increased
590	RAM Roanoke Asset Management Jersey City, New Jersey	$6.84M	-$54.8K	1	2.97%	Reduced
591	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$6.83M	-$1.52M	1	0.12%	Reduced
592	FA Fagan Associates Troy, New York	$6.81M	+$1.42M	1	1.59%	Increased
593	AAMA Advanced Asset Management Advisors Dublin, Ohio	$6.75M	$0	1	1.5%	Maintained
594	MPA Marvin & Palmer Associates Wilmington, Delaware	$6.75M	-$3.17M	1	3%	Reduced
595	HT HAP Trading New York	$6.75M	+$618K	1	0.36%	Increased
596	FAB First American Bank Dundee, Illinois	$6.66M	+$108K	1	0.42%	Increased
597	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.62M	-$1.37M	1	0.66%	Reduced
598	ODCM Old Dominion Capital Management Charlottesville, Virginia	$6.61M	-$193K	1	1.54%	Reduced
599	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$6.6M	+$1.35M	1	0.12%	Increased
600	KIA KCM Investment Advisors Greenbrae, California	$6.58M	+$927K	1	0.29%	Increased