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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	ACM Atlanta Capital Management Atlanta, Georgia	$170M	-$10.9M	1	1.22%	Reduced
102	Massachusetts Financial Services Boston, Massachusetts	$169M	-$190M	1	0.09%	Reduced
103	Bessemer Group Woodbridge, New Jersey	$168M	+$2.22M	1	0.95%	Increased
104	Thrivent Financial for Lutherans Minneapolis, Minnesota	$167M	+$5.09M	2	0.96%	Increased
105	SG Americas Securities New York	$166M	+$40.4M	1	0.97%	Increased
106	Teachers Advisors New York	$165M	-$15.7M	2	0.33%	Reduced
107	Swiss National Bank Zurich, Switzerland	$163M	-$3.05M	2	0.63%	Reduced
108	MTB Mizuho Trust & Banking Tokyo, Japan	$162M	-$7.58M	1	0.61%	Reduced
109	Principal Financial Group Des Moines, Iowa	$158M	+$1.25M	2	0.27%	Increased
110	Lazard Asset Management New York	$157M	-$48.8M	2	0.34%	Reduced
111	BNP Paribas Financial Markets Paris, France	$157M	+$65.5M	2	0.14%	Increased
112	Dimensional Fund Advisors Austin, Texas	$154M	+$6.45M	2	0.11%	Increased
113	MC Montag & Caldwell Atlanta, Georgia	$152M	-$190M	1	1.57%	Reduced
114	River Road Asset Management Louisville, Kentucky	$151M	+$18.3M	1	2.11%	Increased
115	Axa Paris, France	$150M	-$9.33M	1	0.64%	Reduced
116	Beck Mack & Oliver New York	$149M	+$14.7M	1	3.5%	Increased
117	Putnam Investments Boston, Massachusetts	$149M	+$4.86M	1	0.31%	Increased
118	Janus Henderson Group London,	$148M	-$9.16M	1	1.39%	Reduced
119	First Pacific Advisors El Segundo, California	$144M	-$23.5M	1	1.2%	Reduced
120	State of New Jersey Common Pension Fund D Trenton, New Jersey	$142M	+$7.65M	1	0.56%	Increased
121	Calamos Advisors Naperville, Illinois	$141M	-$22.6M	2	0.94%	Reduced
122	State of Michigan Retirement System Lansing, Michigan	$141M	+$7.3M	1	0.98%	Increased
123	Commerzbank Aktiengesellschaft Frankfurt, Germany	$135M	-$17.6M	1	0.54%	Reduced
124	Sustainable Growth Advisers Stamford, Connecticut	$135M	-$3.02M	1	3.03%	Reduced
125	Guggenheim Capital Chicago, Illinois	$132M	-$18.2M	2	0.32%	Reduced