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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	Appaloosa LP Short Hills, New Jersey	$99.4M	+$21.6M	1	1.43%	Increased
127	Zevenbergen Capital Investments Edmonds, Washington	$97.9M	-$14.4M	1	1.86%	Reduced
128	TD Asset Management Toronto, Ontario, Canada	$97.2M	-$20.7M	1	0.11%	Reduced
129	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$96.1M	-$6.93M	3	0.38%	Reduced
130	Natixis Advisors Boston, Massachusetts	$95.9M	-$8.97M	2	0.5%	Reduced
131	Canada Life Winnipeg, Manitoba, Canada	$92.6M	-$1.69M	1	0.23%	Reduced
132	Waverton Investment Management London, United Kingdom	$92.6M	+$64.8M	1	4.02%	Increased
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$91.6M	-$6.09M	2	0.32%	Reduced
134	Regions Financial Corp Birmingham, Alabama	$90.9M	-$6.39M	1	0.82%	Reduced
135	LPL Financial San Diego, California	$90.2M	+$8.86M	2	0.1%	Increased
136	SEI Investments Oaks, Pennsylvania	$88.7M	-$3.34M	2	0.22%	Reduced
137	Jane Street New York	$87.4M	+$11M	2	0.04%	Increased
138	CI Investments Inc Toronto, Ontario, Canada	$87.3M	-$41.2M	1	0.37%	Reduced
139	ORIO Old Republic International (ORI) Chicago, Illinois	$86.7M	-$1.88M	1	2.05%	Reduced
140	HighTower Advisors Chicago, Illinois	$86.2M	+$10.6M	1	0.27%	Increased
141	Panagora Asset Management Boston, Massachusetts	$85.6M	+$2.51M	2	0.48%	Increased
142	Russell Investments Group London, United Kingdom	$85M	-$9.94M	3	0.15%	Reduced
143	ACI AMP Capital Investors Sydney, Australia	$84.3M	+$2.62M	1	0.42%	Increased
144	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$84M	+$4.99M	1	0.83%	Increased
145	State of Alaska Department of Revenue Juneau, Alaska	$83.3M	-$5.69M	1	0.91%	Reduced
146	Luther King Capital Management (LKCM) Fort Worth, Texas	$81.2M	+$15.1M	1	0.44%	Increased
147	AGF Investments Inc Toronto, Ontario, Canada	$79.9M	+$5.04M	1	0.63%	Increased
148	Asset Management One Tokyo, Japan	$78.9M	-$2.39M	2	0.31%	Reduced
149	Jupiter Asset Management London, United Kingdom	$78.9M	+$11.9M	1	0.78%	Increased
150	CIBC World Market Toronto, Ontario, Canada	$78.7M	-$24M	1	0.23%	Reduced