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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	CIBC Private Wealth Group Atlanta, Georgia	$145M	-$2.65M	2	0.61%	Reduced
77	American Century Companies Kansas City, Missouri	$145M	-$42.7M	1	0.14%	Reduced
78	WP Wedgewood Partners St Louis, Missouri	$140M	-$49.8M	1	5.67%	Reduced
79	State of Wisconsin Investment Board Madison, Wisconsin	$138M	+$22M	2	0.38%	Increased
80	Parallax Volatility Advisers San Francisco, California	$137M	+$116M	3	0.19%	Increased
81	State Board of Administration of Florida Retirement System Tallahassee, Florida	$134M	-$3.97M	2	0.36%	Reduced
82	Lord, Abbett & Co Jersey City, New Jersey	$134M	-$42.8M	1	0.38%	Reduced
83	Adage Capital Partners Boston, Massachusetts	$134M	+$5.09M	1	0.3%	Increased
84	Schroder Investment Management Group London, United Kingdom	$131M	-$153M	1	0.21%	Reduced
85	AQR Capital Management Greenwich, Connecticut	$126M	+$106M	1	0.13%	Increased
86	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$125M	+$17.3M	3	0.13%	Increased
87	Brown Advisory Baltimore, Maryland	$116M	-$18.7M	1	0.37%	Reduced
88	Guggenheim Capital Chicago, Illinois	$116M	-$21.6M	2	0.27%	Reduced
89	Natixis Paris, France	$114M	+$58.6M	1	0.87%	Increased
90	First Pacific Advisors El Segundo, California	$112M	-$88.5M	1	0.84%	Reduced
91	YCMGA York Capital Management Global Advisors New York	$112M	+$106M	1	2.7%	New
92	CBT Capital Bank & Trust Irvine, California	$107M	-$4.55M	1	1.47%	Reduced
93	Russell Investments Group London, United Kingdom	$107M	-$94.3M	2	0.18%	Reduced
94	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$104M	+$28M	1	0.31%	Increased
95	Amundi Asset Management US Boston, Massachusetts	$101M	+$95.2M	2	0.15%	New
96	State of Tennessee, Department of Treasury Nashville, Tennessee	$99.8M	+$36.8M	2	0.45%	Increased
97	Natixis Advisors Boston, Massachusetts	$98.1M	-$1.12M	1	1%	Reduced
98	Jennison Associates New York	$97.4M	-$59.9M	1	0.1%	Reduced
99	Douglas Lane & Associates New York	$97.3M	+$3.52M	1	2.05%	Increased
100	H Hexavest Montreal, Quebec, Canada	$96.8M	+$10M	1	1.1%	Increased