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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
226	Nomura Asset Management Tokyo, Japan	$23.1M	+$18.8K	1	0.22%	Increased
227	SAM Shell Asset Management The Hague, Netherlands	$22.9M	-$426K	2	0.52%	Reduced
228	Quadrature Capital London, United Kingdom	$22.5M	+$14.1M	2	1.09%	Increased
229	State of Michigan Retirement System Lansing, Michigan	$22.3M	+$90.3K	1	0.2%	Increased
230	PDM Penn Davis McFarland Dallas, Texas	$21.9M	-$123K	1	6.85%	Reduced
231	Gulf International Bank (UK) London, United Kingdom	$21.8M	-$98.7K	1	0.36%	Reduced
232	State of Alaska Department of Revenue Juneau, Alaska	$21.8M	-$3.93M	1	0.29%	Reduced
233	Arizona State Retirement System Phoenix, Arizona	$21.8M	-$420K	1	0.27%	Reduced
234	Xact Kapitalforvaltning Stockholm, Sweden	$21.7M	+$1.56M	2	0.41%	Increased
235	Capital International Inc Los Angeles, California	$21.5M	+$21.1M	1	0.32%	Increased
236	Clifford Swan Investment Counsel Pasadena, California	$21.3M	-$551K	1	1.11%	Reduced
237	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$21.1M	+$354K	1	0.31%	Increased
238	Squarepoint New York	$21.1M	+$8.98M	3	0.19%	Increased
239	Comerica Bank Dallas, Texas	$20.8M	+$733K	2	0.16%	Increased
240	Commerzbank Aktiengesellschaft Frankfurt, Germany	$20.8M	-$542K	1	0.16%	Reduced
241	Zurich Cantonal Bank Zurich, Switzerland	$20.6M	-$8.09M	2	0.17%	Reduced
242	MAI Capital Management Independence, Ohio	$20.5M	-$802K	1	0.91%	Reduced
243	Nordea Investment Management Stockholm, Sweden	$20.4M	+$2.3M	1	0.04%	Increased
244	OC Oakmont Corp Los Angeles, California	$20.2M	$0	1	3.12%	Maintained
245	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$19.9M	-$84.4K	1	12.84%	Reduced
246	HT HAP Trading New York	$19.8M	-$2.58M	1	1.62%	Reduced
247	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$19.6M	+$14.6M	1	3.36%	Increased
248	TCM Tributary Capital Management Omaha, Nebraska	$19.3M	-$582K	1	1.4%	Reduced
249	MLICM Metropolitan Life Insurance Company (MetLife) New York	$19.2M	+$4.59M	2	0.32%	Increased
250	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$19.1M	+$6.73M	2	0.13%	Increased