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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	Nomura Holdings Tokyo, Japan	$19.4M	-$30.6M	1	0.03%	Reduced
252	State of Alaska Department of Revenue Juneau, Alaska	$19.2M	+$5.34M	1	0.4%	Increased
253	Teacher Retirement System of Texas Austin, Texas	$19.1M	-$4.65M	2	0.13%	Reduced
254	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18.9M	+$5.04M	1	0.19%	Increased
255	MSL Mackay Shields LLC New York	$18.8M	+$21.6M	1	0.12%	New
256	Oregon Public Employees Retirement Fund Tigard, Oregon	$18.7M	+$93.2K	1	0.28%	Increased
257	DWM Doyle Wealth Management St. Petersburg, Florida	$18.7M	+$692K	1	3.15%	Increased
258	GAI General American Investors New York	$18.6M	+$2.16M	1	1.76%	Increased
259	MAA Matrix Asset Advisors White Plains, New York	$18.5M	+$675K	1	3.06%	Increased
260	Oppenheimer Asset Management New York	$18.1M	+$7.61M	1	0.45%	Increased
261	PFC Poplar Forest Capital Pasadena, California	$18.1M	+$20.8M	1	1.54%	New
262	R.M. Davis Inc Portland, Maine	$17.9M	-$89.9K	1	0.71%	Reduced
263	Bank of Nova Scotia Toronto, Ontario, Canada	$17.8M	-$18.2M	1	0.09%	Reduced
264	Los Angeles Capital Management Los Angeles, California	$17.7M	-$2.3M	1	0.1%	Reduced
265	Raymond James Financial Services Advisors St. Petersburg, Florida	$17.6M	-$106K	1	0.1%	Reduced
266	Zurich Cantonal Bank Zurich, Switzerland	$17.5M	+$958K	2	0.16%	Increased
267	RA RiverPark Advisors New York	$17.3M	-$8.09M	1	3.34%	Reduced
268	TAL TIG Advisors LLC New York	$17.3M	-$50M	1	0.94%	Reduced
269	Nuveen Charlotte, North Carolina	$17.3M	-$21.2M	2	0.11%	Reduced
270	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$17.2M	+$38.5K	1	0.24%	Increased
271	CIBC World Market Toronto, Ontario, Canada	$16.7M	+$1.29M	1	0.07%	Increased
272	Candriam SCA Strassen, Luxembourg, Luxembourg	$16.6M	+$10M	2	0.28%	Increased
273	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$16.6M	-$153K	1	1.02%	Reduced
274	FG Formula Growth Montreal, Quebec, Canada	$16.5M	+$18.7M	2	1.96%	New
275	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$16.4M	-$1.13M	1	0.33%	Reduced