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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
626	GH GAM Holding Zurich, Switzerland	$2.83M	-$10.1M	1	0.12%	Reduced
627	Laurion Capital Management New York	$2.83M	-$3.51M	1	0.01%	Reduced
628	LMAM Legg Mason Asset Management Tokyo, Japan	$2.82M	+$947K	1	1.67%	Increased
629	HL HeadInvest LLC Portland, Maine	$2.81M	-$145K	1	0.88%	Reduced
630	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.79M	+$763K	1	0.19%	Increased
631	Panagora Asset Management Boston, Massachusetts	$2.79M	-$15.8M	2	0.01%	Reduced
632	AIA AIMZ Investment Advisors Los Altos, California	$2.79M	-$52.6K	1	2.29%	Reduced
633	BFA Benedict Financial Advisors Atlanta, Georgia	$2.78M	+$78.3K	1	1.43%	Increased
634	Waratah Capital Advisors Toronto, Ontario, Canada	$2.78M	+$2.83M	1	0.35%	New
635	AHC Adell Harriman & Carpenter Houston, Texas	$2.77M	+$186K	1	0.61%	Increased
636	Alpha Cubed Investments Irvine, California	$2.75M	+$2.14M	1	0.41%	Increased
637	Steward Partners Investment Advisory New York	$2.74M	-$33.7K	1	0.28%	Reduced
638	FCM Flinton Capital Management Philadelphia, Pennsylvania	$2.72M	-$1.24M	1	0.1%	Reduced
639	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.7M	-$2.64M	1	0.65%	Reduced
640	WDA Wendell David Associates Portsmouth, New Hampshire	$2.69M	-$11.4K	1	0.48%	Reduced
641	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.69M	-$5.41M	1	1.69%	Reduced
642	RFM Royal Fund Management Lady Lake, Florida	$2.69M	-$249K	1	1.07%	Reduced
643	PP Patten & Patten Chattanooga, Tennessee	$2.67M	-$23.8K	1	0.28%	Reduced
644	FFWA FRG Family Wealth Advisors Bellevue, Washington	$2.66M	-$160K	1	0.92%	Reduced
645	Veritable Wilmington, Delaware	$2.64M	-$473K	1	0.06%	Reduced
646	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$2.63M	-$33.3K	1	1.21%	Reduced
647	RAM Roanoke Asset Management Jersey City, New Jersey	$2.61M	-$134K	1	1.23%	Reduced
648	TCCM Timber Creek Capital Management Boston, Massachusetts	$2.61M	+$190K	1	1.76%	Increased
649	CAM Cypress Asset Management Houston, Texas	$2.6M	-$84.9K	1	0.56%	Reduced
650	Segall Bryant & Hamill Chicago, Illinois	$2.6M	-$418K	1	0.06%	Reduced