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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	Amalgamated Bank New York	$42.6M	+$1.88M	2	0.35%	Increased
277	RCW Rheos Capital Works Tokyo, Japan	$42.4M	-$44.1M	1	2.21%	Reduced
278	Fjarde Ap-fonden Stockholm, Sweden	$42.2M	+$43.8M	1	0.43%	New
279	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$41.7M	-$272K	1	0.37%	Reduced
280	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$41.2M	-$541K	1	0.26%	Reduced
281	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$41.1M	-$188K	1	0.59%	Reduced
282	Huntington National Bank Columbus, Ohio	$40.8M	+$21.1M	2	0.3%	Increased
283	AAM AMI Asset Management Los Angeles, California	$40.5M	+$40.5M	1	2.19%	Increased
284	Cresset Asset Management Chicago, Illinois	$40.3M	+$861K	2	0.16%	Increased
285	IFM Investors Melbourne, Australia	$39.8M	-$171K	1	0.38%	Reduced
286	Conning Inc Hartford, Connecticut	$39.7M	+$9.99M	1	1.31%	Increased
287	USS Investment Management London, United Kingdom	$39.6M	-$1.71M	1	0.29%	Reduced
288	Cullen/Frost Bankers San Antonio, Texas	$39.5M	+$895K	1	0.54%	Increased
289	Perpetual Ltd Sydney, New South Wales, Australia	$38.7M	+$16.7M	1	0.42%	Increased
290	Czech National Bank Prague, Czech Republic	$38.6M	+$2.45M	1	0.39%	Increased
291	Capital Research Global Investors Los Angeles, California	$38.4M	$0	1	0.01%	Maintained
292	State of Alaska Department of Revenue Juneau, Alaska	$37.9M	-$1.84M	1	0.4%	Reduced
293	Twin Tree Management Dallas, Texas	$37.9M	+$8.96M	1	0.07%	Increased
294	SG Americas Securities New York	$37M	+$6.21M	1	0.13%	Increased
295	Integrated Wealth Concepts Waltham, Massachusetts	$36.6M	-$873K	1	0.45%	Reduced
296	TCM Telos Capital Management San Diego, California	$36.5M	-$650K	1	3.84%	Reduced
297	Calamos Advisors Naperville, Illinois	$36.3M	-$983K	1	0.16%	Reduced
298	JLBC J.L. Bainbridge & Co Sarasota, Florida	$36.3M	+$2.15M	1	3.48%	Increased
299	Sanctuary Advisors Indianapolis, Indiana	$36.1M	+$11.3M	1	0.23%	Increased
300	Swiss Life Asset Management Zurich,	$35.5M	-$3.1M	1	0.4%	Reduced