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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
301	GF Fund Management Guangzhou, China	$32.8M	+$34.9M	1	0.71%	New
302	Achmea Investment Management Zeist, Netherlands	$32.6M	+$2.24M	1	0.54%	Increased
303	Janus Henderson Group London,	$32.1M	-$91.7M	2	0.02%	Reduced
304	Schonfeld Strategic Advisors New York	$31.7M	+$31.7M	2	0.18%	Increased
305	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$31.6M	-$10.3M	1	2.29%	Reduced
306	Alyeska Investment Group Chicago, Illinois	$31.5M	-$10.7M	1	0.12%	Reduced
307	State of Alaska Department of Revenue Juneau, Alaska	$31.3M	-$3.1M	1	0.35%	Reduced
308	Quantinno Capital Management New York	$31.1M	+$9.53M	1	0.31%	Increased
309	FCI Financial Counselors Inc Overland Park, Kansas	$30.6M	-$103K	1	0.45%	Reduced
310	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$30.5M	-$604K	1	2.2%	Reduced
311	MIM Marco Investment Management Atlanta, Georgia	$30.4M	+$267K	1	2.63%	Increased
312	Cambridge Investment Research Advisors Fairfield, Iowa	$29.8M	-$1.1M	1	0.1%	Reduced
313	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$29.7M	-$168K	1	0.6%	Reduced
314	PDM Penn Davis McFarland Dallas, Texas	$29.5M	-$5.08K	1	3.21%	Reduced
315	FLII First Long Island Investors Jericho, New York	$29.2M	+$546K	1	2.32%	Increased
316	Tidal Investments Milwaukee, Wisconsin	$29.2M	+$4.5M	2	0.23%	Increased
317	Trexquant Investment Stamford, Connecticut	$29M	-$21.2M	2	0.34%	Reduced
318	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$28.9M	+$22.9M	1	0.12%	Increased
319	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$28.7M	+$29.9M	2	0.41%	New
320	TS Tamar Securities Woodland Hills, California	$28.6M	+$2.09M	1	3.94%	Increased
321	Utah Retirement Systems Salt Lake City, Utah	$28.5M	+$81.9K	1	0.31%	Increased
322	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$28.4M	+$968K	2	0.29%	Increased
323	Aware Super Sydney, Australia	$28.4M	+$30.3M	1	0.45%	New
324	RWA Wealth Partners Newton, Massachusetts	$28.3M	+$6.91M	1	0.35%	Increased
325	Varma Mutual Pension Insurance Co Helsinki, Finland	$27.5M	+$65.5K	1	0.21%	Increased