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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
176	MAM Melqart Asset Management London, United Kingdom	$44.8M	+$42.5M	1	7.26%	New
177	PAM Private Asset Management San Diego, California	$44.8M	-$1.69M	1	7.12%	Reduced
178	VOYA Investment Management Atlanta, Georgia	$44.4M	-$49.7M	2	0.09%	Reduced
179	Seizert Capital Partners Birmingham, Michigan	$43.6M	+$260K	1	1.57%	Increased
180	RNC Capital Management Los Angeles, California	$42.8M	+$703K	1	2.96%	Increased
181	BHMP Bardin Hill Management Partners New York	$42.4M	+$40.2M	1	6.19%	New
182	TCA Taconic Capital Advisors New York	$42.3M	+$40M	1	2.75%	New
183	HP Holowesko Partners Nassau, Bahamas	$41.6M	+$36.9M	1	2.63%	Increased
184	Nuveen Charlotte, North Carolina	$41.2M	+$20.9M	1	0.26%	Increased
185	Foresters Investment Management New York	$41.1M	+$3.06M	1	0.64%	Increased
186	Aperio Group Sausalito, California	$40.3M	+$2.98M	2	0.2%	Increased
187	Balyasny Asset Management Chicago, Illinois	$40.2M	+$36.4M	2	0.13%	Increased
188	Citigroup New York	$40.1M	-$40.5M	3	0.03%	Reduced
189	SoftBank Group Tokyo, Japan	$39.6M	$0	1	0.2%	Maintained
190	Bank of Nova Scotia Toronto, Ontario, Canada	$38.8M	+$20.8M	1	0.18%	Increased
191	Viking Global Investors Stamford, Connecticut	$38.7M	+$36.7M	1	0.24%	New
192	Conning Inc Hartford, Connecticut	$38.5M	-$7.17M	1	1.27%	Reduced
193	GL Governors Lane New York	$38.2M	+$36.2M	1	1.4%	New
194	Fisher Asset Management Camas, Washington	$38.1M	-$6.58M	1	0.05%	Reduced
195	JP Morgan Private Wealth Advisors San Francisco, California	$38M	-$3.71M	1	0.25%	Reduced
196	United Capital Financial Advisors Irving, Texas	$37.7M	+$835K	1	0.3%	Increased
197	Vident Investment Advisory Alpharetta, Georgia	$37.7M	+$4.32M	2	1.69%	Increased
198	AAM Alpine Associates Management Palm Beach, Florida	$37.2M	+$35.3M	1	1.33%	New
199	CCM Criterion Capital Management San Francisco, California	$35.2M	+$33.3M	1	2.12%	New
200	Nisa Investment Advisors St. Louis, Missouri	$34.6M	+$249K	1	0.36%	Increased