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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	Canada Life Winnipeg, Manitoba, Canada	$60.5M	+$173K	1	0.15%	Increased
127	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$60.3M	+$3.17M	1	0.19%	Increased
128	Factory Mutual Insurance Waltham, Massachusetts	$58.4M	+$6M	1	0.64%	Increased
129	Check Capital Management Costa Mesa, California	$57.8M	-$376K	1	3.45%	Reduced
130	Cambiar Investors Denver, Colorado	$57.7M	-$5.53M	1	0.91%	Reduced
131	TD Asset Management Toronto, Ontario, Canada	$54.9M	-$1.48M	1	0.08%	Reduced
132	Flossbach Von Storch Cologne, Germany	$54.7M	+$317K	1	0.57%	Increased
133	Beck Mack & Oliver New York	$53.8M	-$3.43M	1	1.77%	Reduced
134	Pinnacle Associates New York	$52.9M	+$16.7M	2	0.98%	Increased
135	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$52.7M	+$203K	1	0.27%	Increased
136	STRS Ohio Columbus, Ohio	$51.8M	-$6.24M	2	0.22%	Reduced
137	State of Tennessee, Department of Treasury Nashville, Tennessee	$50.2M	-$5.93M	2	0.26%	Reduced
138	Neuberger Berman Group New York	$48.8M	+$641K	1	0.06%	Increased
139	Aviva London, United Kingdom	$48.8M	+$479K	1	0.26%	Increased
140	CI Investments Inc Toronto, Ontario, Canada	$48.1M	-$439K	1	0.47%	Reduced
141	ClearBridge Investments New York	$47.7M	+$4.9M	2	0.05%	Increased
142	APG Asset Management Amsterdam, Netherlands	$47.7M	-$131M	1	0.08%	Reduced
143	Cincinnati Financial Corp Fairfield, Ohio	$47.3M	$0	1	2.15%	Maintained
144	Equity Investment Corp Atlanta, Georgia	$46.3M	-$2.14M	1	1.6%	Reduced
145	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$46M	+$15.2M	1	2.37%	Increased
146	Gateway Investment Advisers Cincinnati, Ohio	$45.5M	+$1.44M	1	0.39%	Increased
147	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$45.2M	+$3.62M	1	3.69%	Increased
148	KeyBank National Association Cleveland, Ohio	$43M	-$1.41M	1	0.25%	Reduced
149	Saturna Capital Bellingham, Washington	$42.7M	+$579K	1	1.38%	Increased
150	SCM Snow Capital Management Sewickley, Pennsylvania	$42.4M	+$907K	1	2.05%	Increased