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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
601	PIM Progressive Investment Management Lake Oswego, Oregon	$7.9M	$0	1	2.74%	Maintained
602	SCA Stillwater Capital Advisors Devon, Pennsylvania	$7.9M	+$193K	1	2.64%	Increased
603	Ameritas Investment Partners Lincoln, Nebraska	$7.89M	-$289K	1	0.56%	Reduced
604	PAM Palisade Asset Management Minneapolis, Minnesota	$7.89M	+$398K	1	1.62%	Increased
605	CTA Chesley Taft & Associates Chicago, Illinois	$7.86M	-$532K	1	0.82%	Reduced
606	North Star Asset Management Neenah, Wisconsin	$7.78M	+$80.7K	1	0.93%	Increased
607	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.78M	+$211K	1	0.4%	Increased
608	NCM Novare Capital Management Charlotte, North Carolina	$7.77M	-$172K	1	1.9%	Reduced
609	HL Financial Services Louisville, Kentucky	$7.76M	+$673K	1	0.23%	Increased
610	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.75M	+$1.56M	1	0.01%	Increased
611	Advisors Asset Management Monument, Colorado	$7.7M	+$1.49M	1	0.11%	Increased
612	Evergreen Capital Management Bellevue, Washington	$7.6M	+$147K	1	1.48%	Increased
613	CCI Columbus Circle Investors	$7.6M	+$5.76M	1	0.05%	New
614	WAM Wood Asset Management Sarasota, Florida	$7.6M	-$477K	1	2.8%	Reduced
615	BIC Bridges Investment Counsel Omaha, Nebraska	$7.59M	+$22.9K	1	1.75%	Increased
616	SM Stratton Management King Of Prussia, Pennsylvania	$7.59M	-$447K	1	0.34%	Reduced
617	Sumitomo Life Insurance Tokyo, Japan	$7.55M	-$242K	1	0.74%	Reduced
618	Driehaus Capital Management Chicago, Illinois	$7.54M	+$3.4M	1	0.29%	Increased
619	Capital Advisors Inc Tulsa, Oklahoma	$7.54M	-$100K	1	1.54%	Reduced
620	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.54M	-$66.7K	1	0.24%	Reduced
621	Dorsal Capital Management Redwood City, California	$7.48M	$0	1	1.34%	Maintained
622	Addenda Capital Montreal, Quebec, Canada	$7.46M	+$972K	1	0.66%	Increased
623	BII Bainco International Investors Boston, Massachusetts	$7.4M	+$99.4K	1	1.85%	Increased
624	CCT Chemung Canal Trust Elmira, New York	$7.39M	-$250K	1	1.53%	Reduced
625	BFS Baskin Financial Services Toronto, Ontario, Canada	$7.35M	+$484K	1	2.55%	Increased