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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	Cerity Partners New York	$84.1M	-$1.47M	2	0.12%	Reduced
177	Luther King Capital Management (LKCM) Fort Worth, Texas	$83.2M	-$1.77M	1	0.34%	Reduced
178	Fort Washington Investment Advisors Cincinnati, Ohio	$83M	+$996K	1	0.44%	Increased
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$82.9M	+$1.64M	1	0.26%	Increased
180	Zacks Investment Management Chicago, Illinois	$82.6M	-$913K	1	0.65%	Reduced
181	Zurich Cantonal Bank Zurich, Switzerland	$82.4M	+$181K	2	0.18%	Increased
182	TD Waterhouse Canada Toronto, Ontario, Canada	$79.8M	+$20.3M	1	0.5%	Increased
183	Todd Asset Management Louisville, Kentucky	$78.4M	+$47.5K	1	1.53%	Increased
184	D.A. Davidson & Co Great Falls, Montana	$78.3M	+$1.82M	2	0.48%	Increased
185	Lansforsakringar Fondforvaltning Stockholm, Sweden	$78.2M	-$6.43M	1	0.39%	Reduced
186	Credit Agricole Montrouge Cedex, France	$76.9M	+$43.9M	1	0.17%	Increased
187	Advisors Capital Management Ridgewood, New Jersey	$76.7M	+$1.32M	1	0.9%	Increased
188	Seizert Capital Partners Birmingham, Michigan	$76.3M	-$1.43M	1	3.22%	Reduced
189	TGIA Torrey Growth & Income Advisors Del Mar, California	$76M	-$14.2M	1	26.45%	Reduced
190	ORIO Old Republic International (ORI) Chicago, Illinois	$75.6M	$0	1	3.05%	Maintained
191	UIA UG Investment Advisers Taipei, Taiwan	$75.1M	-$77.1M	1	17.3%	Reduced
192	Crossmark Global Holdings Houston, Texas	$74.3M	+$2.53M	1	1.07%	Increased
193	MN Services Vermogensbeheer The Hague, Netherlands	$73.3M	+$1.35M	1	0.45%	Increased
194	Cincinnati Insurance Fairfield, Ohio	$73.1M	$0	1	1.12%	Maintained
195	Virginia Retirement Systems Richmond, Virginia	$70.8M	-$1.17M	2	0.42%	Reduced
196	Bank of Nova Scotia Toronto, Ontario, Canada	$70.5M	-$10.4M	1	0.1%	Reduced
197	PineBridge Investments New York	$70.2M	+$5.36M	1	0.52%	Increased
198	Bartlett & Co Wealth Management Cincinnati, Ohio	$70.2M	+$2.58M	2	0.92%	Increased
199	Nissay Asset Management Tokyo, Japan	$69.6M	+$5.01M	1	0.36%	Increased
200	NewEdge Advisors New Orleans, Louisiana	$69M	+$5.29M	3	0.25%	Increased