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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	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$112M	-$3.31M	1	6.85%	Reduced
127	Regions Financial Corp Birmingham, Alabama	$111M	-$695K	1	1.07%	Reduced
128	State of New Jersey Common Pension Fund D Trenton, New Jersey	$111M	-$5.27M	2	0.39%	Reduced
129	Ceredex Value Advisors Orlando, Florida	$110M	-$19.7M	1	1.39%	Reduced
130	Artemis Investment Management Edinburgh, United Kingdom	$110M	+$64.8M	1	1.15%	Increased
131	Canada Life Winnipeg, Manitoba, Canada	$108M	-$10.7M	1	0.2%	Reduced
132	Fidelity International Hamilton, Bermuda	$108M	-$109M	1	0.13%	Reduced
133	Russell Investments Group London, United Kingdom	$106M	-$2.84M	3	0.21%	Reduced
134	Marshall Wace North America New York	$106M	+$77.7M	1	0.48%	Increased
135	SEI Investments Oaks, Pennsylvania	$104M	-$3.65M	2	0.27%	Reduced
136	State of Tennessee, Department of Treasury Nashville, Tennessee	$103M	-$7.55M	1	0.44%	Reduced
137	State of Alaska Department of Revenue Juneau, Alaska	$102M	-$7.42M	1	1.15%	Reduced
138	ORIO Old Republic International (ORI) Chicago, Illinois	$102M	$0	1	2.53%	Maintained
139	Prudential plc London, England, United Kingdom	$102M	-$36.8M	1	0.54%	Reduced
140	DF Dent & Co Baltimore, Maryland	$99.4M	+$44.9M	1	1.15%	Increased
141	American Century Companies Kansas City, Missouri	$98.3M	+$56M	1	0.08%	Increased
142	Natixis Paris, France	$98.2M	+$5.68M	2	0.36%	Increased
143	PGGM Investments Zeist, Netherlands	$96M	-$29.6M	1	0.44%	Reduced
144	Panagora Asset Management Boston, Massachusetts	$95.7M	-$4.04M	2	0.57%	Reduced
145	LPL Financial San Diego, California	$94.1M	+$3.92M	2	0.12%	Increased
146	ACI AMP Capital Investors Sydney, Australia	$92.8M	-$4.4M	1	0.5%	Reduced
147	Appaloosa LP Short Hills, New Jersey	$91.4M	+$83.6M	1	1.37%	New
148	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$91.2M	+$26.6M	1	0.91%	Increased
149	Asset Management One Tokyo, Japan	$91M	-$1.25M	1	0.37%	Reduced
150	Guggenheim Capital Chicago, Illinois	$90.2M	+$3.43M	1	0.57%	Increased