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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
276	Baillie Gifford & Co Edinburgh, United Kingdom	$26.1M	+$1.57M	1	0.02%	Increased
277	AAM AO Asset Management New York	$26.1M	+$23.7M	1	1.87%	New
278	FLII First Long Island Investors Jericho, New York	$26M	+$1.22M	1	2.68%	Increased
279	TCM Telos Capital Management San Diego, California	$25.9M	-$2.75M	1	4.53%	Reduced
280	MLICM Metropolitan Life Insurance Company (MetLife) New York	$25.9M	-$891K	2	0.44%	Reduced
281	CIBC Asset Management Toronto, Ontario, Canada	$25.6M	+$1.16M	1	0.13%	Increased
282	USS Investment Management London, United Kingdom	$25.6M	$0	1	0.25%	Maintained
283	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$25.4M	+$2.96M	1	0.21%	Increased
284	Utah Retirement Systems Salt Lake City, Utah	$25.4M	+$150K	1	0.42%	Increased
285	Oribel Capital Management New York	$25.4M	+$18.6M	1	2.07%	Increased
286	SFG Sather Financial Group Victoria, Texas	$25.3M	-$12.7M	1	4.02%	Reduced
287	Montrusco Bolton Investments Montreal, Quebec, Canada	$25.1M	-$1.45M	1	1.26%	Reduced
288	TPSF Texas Permanent School Fund Austin, Texas	$25M	+$1.69M	1	0.34%	Increased
289	Public Employees Retirement Association of Colorado Denver, Colorado	$24.9M	-$380K	2	0.13%	Reduced
290	B BP London, United Kingdom	$24.8M	+$10.9M	1	0.6%	Increased
291	Creative Planning Overland Park, Kansas	$24.6M	+$465K	1	0.06%	Increased
292	Raymond James Trust St. Petersburg, Florida	$24.4M	+$605K	1	1.05%	Increased
293	Cambridge Investment Research Advisors Fairfield, Iowa	$24.1M	+$5.42M	1	0.16%	Increased
294	Destination Wealth Management Walnut Creek, California	$23.7M	-$1.17M	1	1.2%	Reduced
295	Braun Stacey Associates New York	$23.7M	+$20.1M	1	1.27%	Increased
296	OC Oakmont Corp Los Angeles, California	$23.5M	$0	1	2.44%	Maintained
297	GHA GW Henssler & Associates Kennesaw, Georgia	$23.3M	-$824K	1	1.98%	Reduced
298	Xponance Philadelphia, Pennsylvania	$23.2M	-$814K	1	0.57%	Reduced
299	Salem Investment Counselors Winston Salem, North Carolina	$23.1M	+$283K	1	1.77%	Increased
300	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$23M	-$2.34M	1	2.22%	Reduced