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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	Polar Capital Holdings London, United Kingdom	$123M	-$217K	2	0.72%	Reduced
102	Raymond James Financial Services Advisors St. Petersburg, Florida	$123M	+$4.77M	2	0.27%	Increased
103	Cincinnati Financial Corp Fairfield, Ohio	$122M	$0	1	3.12%	Maintained
104	Natixis Advisors Boston, Massachusetts	$118M	+$8.43M	2	0.52%	Increased
105	M&T Bank Buffalo, New York	$115M	+$7.01M	1	0.54%	Increased
106	Man Group London, United Kingdom	$115M	-$113M	0	–	Closed
107	DF Dent & Co Baltimore, Maryland	$114M	+$29.2K	1	1.61%	Increased
108	AGF Investments Inc Toronto, Ontario, Canada	$113M	+$1.38M	1	1.01%	Increased
109	Panagora Asset Management Boston, Massachusetts	$109M	-$279K	1	0.71%	Reduced
110	Fidelity International Hamilton, Bermuda	$108M	+$17.3M	1	0.13%	Increased
111	LPL Financial San Diego, California	$107M	+$10.2M	2	0.1%	Increased
112	State of Wisconsin Investment Board Madison, Wisconsin	$106M	-$10.5M	2	0.28%	Reduced
113	Select Equity Group New York	$106M	+$20.8M	1	0.34%	Increased
114	Canada Life Winnipeg, Manitoba, Canada	$104M	-$935K	1	0.28%	Reduced
115	Robeco Institutional Asset Management Rotterdam, Netherlands	$104M	-$40.6M	1	0.32%	Reduced
116	Retirement Systems of Alabama Montgomery, Alabama	$104M	+$797K	1	0.44%	Increased
117	Swedbank Stockholm, Sweden	$101M	+$3.87M	1	0.23%	Increased
118	Lord, Abbett & Co Jersey City, New Jersey	$101M	-$36.2M	1	0.36%	Reduced
119	Two Sigma Advisers New York	$99.4M	+$54.5M	2	0.28%	Increased
120	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$99.2M	+$1.45M	1	0.18%	Increased
121	Mitsubishi UFJ Asset Management Tokyo, Japan	$98.2M	+$13.5M	2	0.43%	Increased
122	Luther King Capital Management (LKCM) Fort Worth, Texas	$97.9M	+$1.37M	2	0.55%	Increased
123	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$97M	+$3.41M	1	5.74%	Increased
124	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$96.2M	-$116M	2	0.71%	Reduced
125	Franklin Resources San Mateo, California	$95.7M	+$12M	1	0.05%	Increased