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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
101	Sustainable Growth Advisers Stamford, Connecticut	$161M	+$168M	1	4%	New
102	CCM Cornerstone Capital Management Edina, Minnesota	$161M	+$168M	1	5.31%	New
103	APG Asset Management Amsterdam, Netherlands	$159M	+$166M	1	0.5%	New
104	LCS Levin Capital Strategies New York	$154M	+$161M	1	2.77%	New
105	HCM Holland Capital Management Chicago, Illinois	$154M	+$161M	1	3.89%	New
106	WestEnd Advisors Charlotte, North Carolina	$152M	+$158M	1	4.99%	New
107	NFA Nationwide Fund Advisors Columbus, Ohio	$151M	+$157M	3	0.8%	New
108	US Bancorp Minneapolis, Minnesota	$147M	+$154M	1	0.67%	New
109	AGF Investments Inc Toronto, Ontario, Canada	$147M	+$154M	1	1.7%	New
110	KeyBank National Association Cleveland, Ohio	$147M	+$153M	1	0.54%	New
111	Thrivent Financial for Lutherans Minneapolis, Minnesota	$146M	+$153M	1	0.95%	New
112	Parnassus Investments San Francisco, California	$146M	+$152M	1	1.91%	New
113	Loomis, Sayles & Company Boston, Massachusetts	$145M	+$151M	1	0.52%	New
114	Viking Global Investors Stamford, Connecticut	$144M	+$151M	1	0.8%	New
115	CCI Columbus Circle Investors	$144M	+$150M	1	1.15%	New
116	Amundi Asset Management US Boston, Massachusetts	$141M	+$147M	1	0.59%	New
117	abrdn Investment Management Edinburgh, United Kingdom	$140M	+$146M	1	0.89%	New
118	Teachers Advisors New York	$137M	+$143M	3	0.37%	New
119	HMP HS Management Partners New York	$136M	+$142M	1	8.18%	New
120	Westwood Holdings Group Dallas, Texas	$133M	+$139M	1	1.17%	New
121	SG Americas Securities New York	$133M	+$139M	1	0.65%	New
122	EC Eminence Capital New York	$130M	+$136M	1	3.19%	New
123	Sterling Capital Management Charlotte, North Carolina	$130M	+$136M	1	1.6%	New
124	EP Edinburgh Partners Edinburgh, United Kingdom	$127M	+$133M	1	7.58%	New
125	Bessemer Group Woodbridge, New Jersey	$127M	+$133M	1	1.14%	New