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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	WestEnd Advisors Charlotte, North Carolina	$102M	+$17.2M	1	4.95%	Increased
102	MICM Matthews International Capital Management San Francisco, California	$102M	-$1.47M	1	4.51%	Reduced
103	US Bancorp Minneapolis, Minnesota	$98.6M	-$1.25M	2	0.39%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$98.6M	-$6.31M	2	0.38%	Reduced
105	Stifel Financial St. Louis, Missouri	$97M	+$13.5M	2	0.52%	Increased
106	Los Angeles Capital Management Los Angeles, California	$96.9M	+$74.3M	1	0.86%	Increased
107	State of Wisconsin Investment Board Madison, Wisconsin	$96.5M	-$5.29M	2	0.38%	Reduced
108	State of New Jersey Common Pension Fund D Trenton, New Jersey	$94.9M	-$30.9M	1	0.43%	Reduced
109	Guggenheim Capital Chicago, Illinois	$91.3M	-$12M	2	0.29%	Reduced
110	Cambiar Investors Denver, Colorado	$87.5M	-$11.1M	1	1.25%	Reduced
111	OppenheimerFunds New York	$86.9M	+$13.1M	1	0.12%	Increased
112	Parnassus Investments San Francisco, California	$86M	+$12.2M	1	0.55%	Increased
113	Janus Henderson Group London,	$84.8M	+$39.6M	1	0.69%	Increased
114	EP Edinburgh Partners Edinburgh, United Kingdom	$84.5M	+$3.33M	1	9.51%	Increased
115	Teacher Retirement System of Texas Austin, Texas	$83.2M	+$15.3M	2	0.56%	Increased
116	Citigroup New York	$82.5M	+$5.99M	3	0.09%	Increased
117	AMF Tjänstepension Stockholm, Sweden	$82.4M	+$42.8M	1	1.08%	Increased
118	MC Montag & Caldwell Atlanta, Georgia	$79.5M	+$75.5M	1	1.46%	Increased
119	Pictet Asset Management (UK) London, United Kingdom	$79.1M	+$31.8M	1	0.35%	Increased
120	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$78.3M	+$74.6M	1	1.55%	New
121	TGA Trilogy Global Advisors Winter Park, Florida	$77.7M	-$1.22M	1	2.14%	Reduced
122	Mairs & Power Inc St Paul, Minnesota	$76.4M	+$8.11M	1	1.09%	Increased
123	I.G. Investment Management Winnipeg, Manitoba, Canada	$76.2M	+$69.4M	1	0.31%	Increased
124	Prudential plc London, England, United Kingdom	$72.7M	-$44.8M	1	0.29%	Reduced
125	SG Americas Securities New York	$70.5M	+$22.4M	2	0.51%	Increased