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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	M&T Bank Buffalo, New York	$148M	-$6.95M	1	0.65%	Reduced
102	DekaBank Deutsche Girozentrale Frankfurt, Germany	$147M	-$809K	2	0.55%	Reduced
103	Two Sigma Advisers New York	$147M	-$190M	2	0.39%	Reduced
104	Cincinnati Financial Corp Fairfield, Ohio	$146M	$0	1	3.96%	Maintained
105	CI Investments Inc Toronto, Ontario, Canada	$144M	+$66.4M	1	0.63%	Increased
106	Robeco Institutional Asset Management Rotterdam, Netherlands	$138M	-$7.28M	1	0.36%	Reduced
107	Westfield Capital Management Boston, Massachusetts	$136M	-$40.4M	1	0.81%	Reduced
108	TD Asset Management Toronto, Ontario, Canada	$134M	-$14M	1	0.16%	Reduced
109	Candriam SCA Strassen, Luxembourg, Luxembourg	$134M	+$3.56M	2	1.06%	Increased
110	Jacobs Levy Equity Management Florham Park, New Jersey	$131M	-$38.5M	3	1.15%	Reduced
111	Rafferty Asset Management New York	$131M	-$790K	2	1.28%	Reduced
112	Saturna Capital Bellingham, Washington	$129M	+$781K	1	2.92%	Increased
113	Zevenbergen Capital Investments Edmonds, Washington	$128M	-$3.13M	1	2.23%	Reduced
114	Aperio Group Sausalito, California	$125M	+$6.14M	2	0.37%	Increased
115	Chevy Chase Trust Bethesda, Maryland	$125M	-$3M	1	0.45%	Reduced
116	Renaissance Technologies New York	$124M	-$103M	3	0.13%	Reduced
117	Select Equity Group New York	$123M	+$54.7M	1	0.51%	Increased
118	Raymond James Financial Services Advisors St. Petersburg, Florida	$123M	+$4.66M	2	0.31%	Increased
119	Natixis Advisors Boston, Massachusetts	$119M	-$19.8M	2	0.69%	Reduced
120	Baird Financial Group Milwaukee, Wisconsin	$119M	+$1.42M	1	0.36%	Increased
121	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$118M	+$19.7M	2	0.53%	Increased
122	Citadel Advisors Miami, Florida	$117M	-$51.8M	2	0.03%	Reduced
123	CIBC World Market Toronto, Ontario, Canada	$116M	+$44.2M	1	0.37%	Increased
124	APG Asset Management Amsterdam, Netherlands	$115M	-$35.1M	1	0.19%	Reduced
125	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$113M	+$16M	1	0.21%	Increased