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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	Aperio Group Sausalito, California	$67.5M	+$1.79M	1	0.25%	Increased
127	Truist Financial Charlotte, North Carolina	$67.2M	+$2.39M	1	0.15%	Increased
128	Ensign Peak Advisors Salt Lake City, Utah	$66.3M	+$8.06M	1	0.18%	Increased
129	Regions Financial Corp Birmingham, Alabama	$64.7M	+$13.1M	1	0.75%	Increased
130	TD Asset Management Toronto, Ontario, Canada	$64.5M	+$8.83M	1	0.09%	Increased
131	ACI AMP Capital Investors Sydney, Australia	$63.6M	-$349K	1	0.4%	Reduced
132	Aberdeen Group Edinburgh, United Kingdom	$61.5M	+$10.4M	1	0.17%	Increased
133	ORIO Old Republic International (ORI) Chicago, Illinois	$61M	$0	1	1.73%	Maintained
134	United Capital Financial Advisors Irving, Texas	$60.5M	+$609K	1	0.44%	Increased
135	Nordea Investment Management Stockholm, Sweden	$59.7M	+$30.2M	1	0.06%	Increased
136	Asset Management One Tokyo, Japan	$59.2M	-$806K	2	0.29%	Reduced
137	Hamlin Capital Management New York	$59.1M	-$5.65M	1	3.16%	Reduced
138	Zevenbergen Capital Investments Edmonds, Washington	$58.7M	+$51M	1	1.4%	Increased
139	O'Shaughnessy Asset Management Stamford, Connecticut	$58.3M	-$6.45M	1	1.81%	Reduced
140	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$56.9M	-$1.25M	2	0.32%	Reduced
141	Atalanta Sosnoff Capital New York	$56.8M	+$103K	1	1.71%	Increased
142	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$56.7M	-$3.3M	1	0.14%	Reduced
143	Antipodes Partners Royal Exchange, Australia	$56.1M	-$46M	1	2.54%	Reduced
144	LPL Financial San Diego, California	$54.7M	+$3.09M	1	0.1%	Increased
145	Guggenheim Capital Chicago, Illinois	$54.5M	+$6.78M	2	0.42%	Increased
146	Smead Capital Management Phoenix, Arizona	$53.6M	-$11.6M	1	3.38%	Reduced
147	State of Michigan Retirement System Lansing, Michigan	$53.6M	+$26.1M	1	0.47%	Increased
148	Citadel Advisors Miami, Florida	$53.2M	+$40.3M	2	0.02%	Increased
149	Balyasny Asset Management Chicago, Illinois	$53.1M	+$43.3M	1	0.46%	Increased
150	Baird Financial Group Milwaukee, Wisconsin	$52.5M	+$2.72M	1	0.2%	Increased