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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
326	USS Investment Management London, United Kingdom	$32.3M	+$51.2K	1	0.15%	Increased
327	Balyasny Asset Management Chicago, Illinois	$31.7M	+$558K	2	0.04%	Increased
328	DCP Distillate Capital Partners Chicago, Illinois	$31.7M	-$480K	1	1.63%	Reduced
329	ING Group Amsterdam, Netherlands	$31.5M	-$65.2M	1	0.19%	Reduced
330	Destination Wealth Management Walnut Creek, California	$31.3M	-$139K	1	0.82%	Reduced
331	OA Oak Associates Akron, Ohio	$31.2M	+$142K	2	1.88%	Increased
332	O'Shaughnessy Asset Management Stamford, Connecticut	$31.2M	+$2.25M	1	0.17%	Increased
333	Varma Mutual Pension Insurance Co Helsinki, Finland	$30.9M	-$1.23M	1	0.19%	Reduced
334	RFM Ranmore Fund Management Cobham, United Kingdom	$30.8M	$0	1	5.28%	Maintained
335	QRG Capital Management Chicago, Illinois	$30.5M	+$2.34M	1	0.34%	Increased
336	Utah Retirement Systems Salt Lake City, Utah	$30.5M	$0	1	0.29%	Maintained
337	GIP Greatmark Investment Partners Columbus, Georgia	$30.5M	+$128K	1	3.61%	Increased
338	NPA Nichols & Pratt Advisers Boston, Massachusetts	$29.9M	+$207K	1	1.87%	Increased
339	Natixis Paris, France	$29.6M	-$19.2M	1	0.1%	Reduced
340	SteelPeak Wealth Woodland Hills, California	$29.3M	+$2.02M	2	0.95%	Increased
341	SRFM Shannon River Fund Management New York	$29.2M	+$32.3M	2	4.59%	New
342	Cullen/Frost Bankers San Antonio, Texas	$29.2M	-$1.26M	1	0.32%	Reduced
343	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$29.2M	-$1.5M	3	0.24%	Reduced
344	Shelton Capital Management Denver, Colorado	$28.4M	+$5.88M	1	0.56%	Increased
345	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$28.3M	+$8.9M	1	0.09%	Increased
346	LBP AM Paris, France	$28.2M	+$938K	1	0.33%	Increased
347	Erste Asset Management Vienna, Austria	$28.1M	+$10.9M	1	0.24%	Increased
348	Clifford Swan Investment Counsel Pasadena, California	$28.1M	-$487K	1	0.93%	Reduced
349	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$27.9M	+$268K	1	3.17%	Increased
350	GHA GW Henssler & Associates Kennesaw, Georgia	$27.8M	-$43K	1	1.34%	Reduced