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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$66.2M	-$19.9M	2	0.41%	Reduced
102	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$65.5M	-$2.92M	1	4.91%	Reduced
103	Canada Life Winnipeg, Manitoba, Canada	$64.7M	-$2.59M	1	0.15%	Reduced
104	Korea Investment Corp Seoul, South Korea	$64.6M	-$13.9M	1	0.27%	Reduced
105	STRS Ohio Columbus, Ohio	$64.5M	-$723K	3	0.28%	Reduced
106	Hamlin Capital Management New York	$63.3M	-$3.77M	1	2.85%	Reduced
107	Saturna Capital Bellingham, Washington	$63.1M	-$553K	1	1.83%	Reduced
108	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$62.7M	+$3.15M	1	0.13%	Increased
109	BNP Paribas Financial Markets Paris, France	$62.2M	-$107M	3	0.11%	Reduced
110	American Century Companies Kansas City, Missouri	$61.8M	-$30.9M	1	0.06%	Reduced
111	O'Shaughnessy Asset Management Stamford, Connecticut	$59.7M	+$9.23M	1	1.42%	Increased
112	Van Berkom & Associates Montreal, Quebec, Canada	$58.5M	-$16M	1	1.44%	Reduced
113	Envestnet Asset Management Chicago, Illinois	$58M	+$364K	2	0.06%	Increased
114	Man Group London, United Kingdom	$57.5M	+$34.3M	2	0.21%	Increased
115	WorldQuant Millennium Advisors New York	$56.8M	-$54.2M	1	1.1%	Reduced
116	Millennium Management New York	$56.6M	-$19.6M	2	0.09%	Reduced
117	Smead Capital Management Phoenix, Arizona	$56.5M	-$1.59M	1	2.76%	Reduced
118	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$56.5M	+$312K	1	0.3%	Increased
119	Ceredex Value Advisors Orlando, Florida	$56.3M	+$12M	1	0.67%	Increased
120	Aperio Group Sausalito, California	$56.2M	+$3.35M	1	0.22%	Increased
121	APG Asset Management Amsterdam, Netherlands	$55.3M	+$1.73M	1	0.09%	Increased
122	Arrowstreet Capital Boston, Massachusetts	$55.2M	+$52.2M	2	0.13%	New
123	Nomura Holdings Tokyo, Japan	$53.9M	-$40.6M	1	0.2%	Reduced
124	Asset Management One Tokyo, Japan	$53.3M	+$1.01M	1	0.26%	Increased
125	Natixis Paris, France	$53.2M	+$6.91M	2	0.34%	Increased