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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
76	AllianceBernstein Nashville, Tennessee	$198M	+$12M	2	0.17%	Increased
77	MC Montag & Caldwell Atlanta, Georgia	$192M	+$46.5M	1	4.04%	Increased
78	New York State Teachers Retirement System (NYSTRS) Albany, New York	$189M	-$4.56M	1	0.5%	Reduced
79	Eaton Vance Management Boston, Massachusetts	$186M	+$39.1M	1	0.54%	Increased
80	RhumbLine Advisers Boston, Massachusetts	$173M	+$3.64M	2	0.48%	Increased
81	Brown Advisory Baltimore, Maryland	$171M	-$1.91M	2	0.59%	Reduced
82	VOYA Investment Management Atlanta, Georgia	$164M	-$105M	2	0.31%	Reduced
83	Principal Financial Group Des Moines, Iowa	$164M	+$20.3M	2	0.22%	Increased
84	Pictet Asset Management (UK) London, United Kingdom	$162M	+$3.69M	1	0.61%	Increased
85	MTB Mizuho Trust & Banking Tokyo, Japan	$161M	-$98.3K	1	0.48%	Reduced
86	First Pacific Advisors El Segundo, California	$160M	-$95.8M	1	1.33%	Reduced
87	PNC Financial Services Group Pittsburgh, Pennsylvania	$158M	-$8.44M	2	0.18%	Reduced
88	Raymond James & Associates St Petersburg, Florida	$150M	+$48.5M	2	0.41%	Increased
89	State Board of Administration of Florida Retirement System Tallahassee, Florida	$150M	-$1.95M	2	0.47%	Reduced
90	Waddell & Reed Financial Overland Park, Kansas	$148M	+$131M	1	0.31%	New
91	Ninety One (UK) London, United Kingdom	$147M	+$126M	1	0.72%	Increased
92	VVP Vulcan Value Partners Birmingham, Alabama	$146M	-$90.2M	1	1.34%	Reduced
93	Adage Capital Partners Boston, Massachusetts	$144M	+$1.39M	1	0.4%	Increased
94	Stifel Financial St. Louis, Missouri	$143M	+$3.83M	2	0.64%	Increased
95	BlackRock Japan Tokyo, Japan	$141M	+$4.26M	1	0.48%	Increased
96	Axa Paris, France	$141M	-$941K	1	0.62%	Reduced
97	Emerald Acquisition Seattle, Washington	$141M	-$37.7M	2	0.27%	Reduced
98	Sterling Capital Management Charlotte, North Carolina	$139M	+$234K	1	1.28%	Increased
99	State of Wisconsin Investment Board Madison, Wisconsin	$138M	+$16.2M	2	0.54%	Increased
100	Miller Howard Investments Kingston, New York	$138M	-$4.11M	1	2.53%	Reduced