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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	BNP Paribas Financial Markets Paris, France	$148M	-$69.1M	3	0.2%	Reduced
102	Man Group London, United Kingdom	$144M	+$81.4M	2	0.51%	Increased
103	American Century Companies Kansas City, Missouri	$143M	+$9.88M	2	0.1%	Increased
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$142M	-$18.6M	2	0.3%	Reduced
105	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$142M	+$81M	1	0.17%	Increased
106	Robeco Institutional Asset Management Rotterdam, Netherlands	$142M	-$322K	1	0.31%	Reduced
107	JP Morgan Private Wealth Advisors San Francisco, California	$140M	-$36.7M	1	0.36%	Reduced
108	Select Equity Group New York	$139M	-$34.4M	1	0.48%	Reduced
109	Cincinnati Financial Corp Fairfield, Ohio	$137M	$0	1	3.34%	Maintained
110	Marshall Wace North America New York	$135M	+$110M	2	0.56%	Increased
111	Polar Capital Holdings London, United Kingdom	$133M	-$7.15M	1	0.58%	Reduced
112	AQR Capital Management Greenwich, Connecticut	$133M	+$19.7M	2	0.23%	Increased
113	Jane Street New York	$130M	+$33.6M	2	0.05%	Increased
114	Baird Financial Group Milwaukee, Wisconsin	$128M	+$2.05M	1	0.33%	Increased
115	M&T Bank Buffalo, New York	$128M	-$7.2M	1	0.56%	Reduced
116	Raymond James Financial Services Advisors St. Petersburg, Florida	$128M	+$10.4M	2	0.26%	Increased
117	Saturna Capital Bellingham, Washington	$122M	+$242K	1	2.5%	Increased
118	Canada Life Winnipeg, Manitoba, Canada	$119M	+$18.1M	1	0.27%	Increased
119	DF Dent & Co Baltimore, Maryland	$118M	-$321K	1	1.26%	Reduced
120	Ceredex Value Advisors Orlando, Florida	$117M	-$2.54M	1	1.32%	Reduced
121	Candriam SCA Strassen, Luxembourg, Luxembourg	$117M	-$12.5M	2	0.8%	Reduced
122	Nordea Investment Management Stockholm, Sweden	$117M	+$64.3M	1	0.16%	Increased
123	HighTower Advisors Chicago, Illinois	$110M	+$16.1M	1	0.32%	Increased
124	Bank of Nova Scotia Toronto, Ontario, Canada	$110M	+$75M	1	0.2%	Increased
125	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$108M	-$184K	1	5.64%	Reduced