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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
251	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$41.8M	-$4.01M	1	0.27%	Reduced
252	Two Sigma Investments New York	$41.3M	-$49.3M	2	0.23%	Reduced
253	Truist Financial Charlotte, North Carolina	$41.3M	-$1.1M	1	1.21%	Reduced
254	I.G. Investment Management Winnipeg, Manitoba, Canada	$40.7M	-$23.6M	1	0.15%	Reduced
255	ACM Andor Capital Management Rye Brook, New York	$40.6M	+$14M	1	2.58%	Increased
256	Placemark Investments Chicago, Illinois	$40.6M	-$1.32M	1	0.72%	Reduced
257	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$40.5M	+$800K	1	2.02%	Increased
258	Bartlett & Co Cincinnati, Ohio	$40.5M	-$91.8K	1	1.95%	Reduced
259	Todd Asset Management Louisville, Kentucky	$40.4M	-$123K	1	1.12%	Reduced
260	Natixis Paris, France	$40.2M	+$10M	1	0.55%	Increased
261	GAI General American Investors New York	$39.9M	$0	1	3.19%	Maintained
262	Royal London Asset Management United Kingdom	$39.8M	+$8.49M	1	0.75%	Increased
263	QGM Quality Growth Management Rancho Santa Fe, California	$39.6M	-$318K	1	31.25%	Reduced
264	RCM Riverhead Capital Management Wilmington, Delaware	$39M	-$4.01M	1	0.59%	Reduced
265	United Capital Financial Advisors Irving, Texas	$38.9M	+$3.62M	1	0.58%	Increased
266	Check Capital Management Costa Mesa, California	$38.9M	+$1.72M	1	3.42%	Increased
267	Nomura Asset Management Tokyo, Japan	$38.6M	+$2.14M	2	0.68%	Increased
268	Los Angeles Capital Management Los Angeles, California	$38.6M	-$4.82M	1	0.35%	Reduced
269	Neuberger Berman Group New York	$38.5M	-$1.57M	1	0.04%	Reduced
270	BNP Paribas Asset Management Paris, France	$38.4M	-$29.2M	1	0.31%	Reduced
271	MSA Mason Street Advisors Milwaukee, Wisconsin	$38.4M	+$499K	1	0.27%	Increased
272	FAS Formuepleje A/S Aarhus C, Denmark	$37.9M	+$4.41M	1	4.85%	Increased
273	Nuveen Charlotte, North Carolina	$37.3M	+$8.38M	2	0.21%	Increased
274	Andra AP-fonden Goteborg, Sweden	$37.2M	+$9.75M	1	0.86%	Increased
275	Country Trust Bank Bloomington, Illinois	$36.6M	+$215K	1	1.84%	Increased