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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
651	SHGA Sand Hill Global Advisors Palo Alto, California	$3M	-$2.88K	1	0.48%	Reduced
652	FCT Family Capital Trust Peabody, Massachusetts	$2.98M	+$2.07M	1	1.63%	Increased
653	MUFG Securities EMEA London, United Kingdom	$2.96M	-$490K	1	1.19%	Reduced
654	Palisade Capital Management Fort Lee, New Jersey	$2.95M	-$18.7K	1	0.1%	Reduced
655	Numeric Investors Boston, Massachusetts	$2.94M	-$610K	1	0.03%	Reduced
656	AIM Arcadia Investment Management Kalamazoo, Michigan	$2.93M	-$601K	1	0.89%	Reduced
657	AIA AIMZ Investment Advisors Los Altos, California	$2.92M	+$274K	1	2.66%	Increased
658	EI EDMP Inc Lutz, Florida	$2.91M	-$98.4K	1	2.8%	Reduced
659	BSPF British Steel Pension Fund London, United Kingdom	$2.91M	+$3.11M	1	0.29%	New
660	IP Isthmus Partners Madison, Wisconsin	$2.9M	-$1.46M	1	1.01%	Reduced
661	CG Cutler Group San Francisco, California	$2.9M	+$2.99M	3	0.16%	New
662	Stephens Inc Little Rock, Arkansas	$2.89M	-$552K	1	0.15%	Reduced
663	Sumitomo Life Insurance Tokyo, Japan	$2.89M	-$72.7K	1	0.36%	Reduced
664	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.88M	-$280K	1	0.02%	Reduced
665	Mariner Overland Park, Kansas	$2.87M	+$24.6K	1	0.18%	Increased
666	Advisors Capital Management Ridgewood, New Jersey	$2.87M	-$3.87M	1	0.29%	Reduced
667	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.85M	-$172K	1	0.06%	Reduced
668	HI Hendershot Investments Centreville, Virginia	$2.84M	-$1.92M	1	1.52%	Reduced
669	RAM Roanoke Asset Management Jersey City, New Jersey	$2.83M	-$248K	1	1.21%	Reduced
670	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$2.81M	+$203K	1	0.42%	Increased
671	CAM Carret Asset Management New York	$2.8M	+$2.4K	1	0.6%	Increased
672	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$2.8M	-$590K	1	0.88%	Reduced
673	SRP Saddle Road Partners Omaha, Nebraska	$2.8M	+$2.99M	1	1.93%	New
674	Simplicity Solutions Minneapolis, Minnesota	$2.78M	+$2.55M	2	0.33%	Increased
675	AT Arden Trust Wilmington, Delaware	$2.78M	+$116K	1	0.23%	Increased