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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
126	CC Carlson Capital Dallas, Texas	$127M	+$133M	1	1.53%	New
127	Principal Financial Group Des Moines, Iowa	$127M	+$132M	1	0.28%	New
128	USAA United Services Automobile Association San Antonio, Texas	$125M	+$131M	1	0.58%	New
129	ING Group Amsterdam, Netherlands	$125M	+$130M	1	0.66%	New
130	State of Wisconsin Investment Board Madison, Wisconsin	$123M	+$129M	1	0.52%	New
131	DF Dent & Co Baltimore, Maryland	$123M	+$129M	1	3.51%	New
132	Boston Partners Boston, Massachusetts	$123M	+$128M	1	0.34%	New
133	Barclays London, United Kingdom	$121M	+$126M	3	0.15%	New
134	Westfield Capital Management Boston, Massachusetts	$120M	+$125M	1	0.83%	New
135	Waddell & Reed Financial Overland Park, Kansas	$117M	+$122M	1	0.24%	New
136	Gateway Investment Advisers Cincinnati, Ohio	$115M	+$120M	1	1%	New
137	Swiss National Bank Zurich, Switzerland	$113M	+$118M	2	0.5%	New
138	BNP Paribas Financial Markets Paris, France	$112M	+$117M	1	0.08%	New
139	Dimensional Fund Advisors Austin, Texas	$110M	+$115M	2	0.1%	New
140	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$110M	+$115M	1	0.54%	New
141	Fayez Sarofim & Co Houston, Texas	$110M	+$115M	1	0.55%	New
142	SSM Sound Shore Management Greenwich, Connecticut	$109M	+$114M	1	2.12%	New
143	Federated Hermes Pittsburgh, Pennsylvania	$107M	+$112M	1	0.43%	New
144	Santa Barbara Asset Management Los Angeles, California	$105M	+$110M	1	2.74%	New
145	Axa Paris, France	$105M	+$110M	1	0.56%	New
146	TP Tesuji Partners Fort Lee, New Jersey	$104M	+$109M	1	10.04%	New
147	TD Asset Management Toronto, Ontario, Canada	$101M	+$106M	1	0.22%	New
148	AC Axon Capital New York	$99.9M	+$104M	1	7.02%	New
149	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$99.6M	+$104M	1	3.12%	New
150	HCM Highfields Capital Management Boston, Massachusetts	$99.3M	+$104M	1	0.82%	New