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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	Baird Financial Group Milwaukee, Wisconsin	$154M	-$4.9M	1	0.38%	Reduced
102	National Bank of Canada Montreal, Quebec, Canada	$149M	+$65.4M	1	0.44%	Increased
103	Fred Alger Management New York	$147M	-$381M	1	0.47%	Reduced
104	Waverton Investment Management London, United Kingdom	$147M	+$419K	1	4.96%	Increased
105	Cincinnati Financial Corp Fairfield, Ohio	$146M	$0	1	3.24%	Maintained
106	DekaBank Deutsche Girozentrale Frankfurt, Germany	$146M	+$16M	2	0.36%	Increased
107	Raymond James Financial Services Advisors St. Petersburg, Florida	$142M	+$4.12M	2	0.27%	Increased
108	State of Wisconsin Investment Board Madison, Wisconsin	$141M	-$19.2M	2	0.29%	Reduced
109	Schroder Investment Management Group London, United Kingdom	$138M	-$22.2M	2	0.18%	Reduced
110	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$138M	-$5.11M	2	0.31%	Reduced
111	KBC Group Brussels, Belgium	$137M	-$13.3M	2	0.54%	Reduced
112	DF Dent & Co Baltimore, Maryland	$136M	+$936K	1	1.57%	Increased
113	AGF Investments Inc Toronto, Ontario, Canada	$134M	+$16.2M	1	1.01%	Increased
114	Natixis Advisors Boston, Massachusetts	$132M	-$11.1M	2	0.5%	Reduced
115	Canada Life Winnipeg, Manitoba, Canada	$132M	-$5.13M	1	0.28%	Reduced
116	M&T Bank Buffalo, New York	$132M	+$1.33M	1	0.58%	Increased
117	Panagora Asset Management Boston, Massachusetts	$130M	+$22.3M	1	0.71%	Increased
118	AQR Capital Management Greenwich, Connecticut	$130M	+$11.6M	2	0.25%	Increased
119	Man Group London, United Kingdom	$128M	+$33.6M	2	0.45%	Increased
120	Korea Investment Corp Seoul, South Korea	$128M	+$21.9M	1	0.32%	Increased
121	Macquarie Group Sydney, NSW 2000, Australia	$126M	-$5.76M	2	0.1%	Reduced
122	Voloridge Investment Management Jupiter, Florida	$126M	+$15M	2	0.71%	Increased
123	Millennium Management New York	$125M	-$158M	3	0.07%	Reduced
124	Westfield Capital Management Boston, Massachusetts	$124M	+$4.09M	1	0.8%	Increased
125	Retirement Systems of Alabama Montgomery, Alabama	$123M	+$629K	1	0.45%	Increased