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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	Millennium Management New York	$108M	+$112M	4	0.06%	Increased
102	Schroder Investment Management Group London, United Kingdom	$108M	+$270K	1	0.18%	Increased
103	Cincinnati Financial Corp Fairfield, Ohio	$108M	$0	1	2.97%	Maintained
104	Macquarie Group Sydney, NSW 2000, Australia	$108M	-$1.72M	2	0.13%	Reduced
105	Allspring Global Investments Charlotte, North Carolina	$108M	-$11.6M	2	0.19%	Reduced
106	Korea Investment Corp Seoul, South Korea	$107M	-$5.88M	1	0.33%	Reduced
107	M&T Bank Buffalo, New York	$105M	+$2.03M	1	0.47%	Increased
108	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$105M	+$73.3M	1	0.31%	Increased
109	Polar Capital Holdings London, United Kingdom	$104M	-$3.41M	1	0.66%	Reduced
110	Beutel, Goodman & Co Toronto, Ontario, Canada	$103M	+$126M	1	0.7%	New
111	Select Equity Group New York	$102M	+$11M	1	0.36%	Increased
112	DF Dent & Co Baltimore, Maryland	$97.4M	-$4.18M	1	1.5%	Reduced
113	Mitsubishi UFJ Asset Management Tokyo, Japan	$94.9M	+$9.93M	2	0.31%	Increased
114	LPL Financial San Diego, California	$94.5M	+$330K	2	0.09%	Increased
115	AQR Capital Management Greenwich, Connecticut	$94.2M	-$34.4M	1	0.23%	Reduced
116	Fidelity International Hamilton, Bermuda	$90.3M	-$6.19M	1	0.12%	Reduced
117	Swedbank Stockholm, Sweden	$89.4M	-$120K	1	0.21%	Reduced
118	Davenport & Co Richmond, Virginia	$89.1M	+$18.9M	1	0.78%	Increased
119	Luther King Capital Management (LKCM) Fort Worth, Texas	$88.7M	+$2.65M	2	0.53%	Increased
120	Canada Life Winnipeg, Manitoba, Canada	$88.6M	-$4.43M	1	0.25%	Reduced
121	TD Asset Management Toronto, Ontario, Canada	$87.4M	+$11.6M	1	0.11%	Increased
122	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$86.5M	+$840K	1	5.53%	Increased
123	Nordea Investment Management Stockholm, Sweden	$86.3M	+$543K	1	0.14%	Increased
124	Retirement Systems of Alabama Montgomery, Alabama	$85.4M	-$7.55M	1	0.4%	Reduced
125	Capital World Investors Los Angeles, California	$84.4M	$0	1	0.02%	Maintained