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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$117M	-$113M	1	0.18%	Reduced
127	Swedbank Stockholm, Sweden	$117M	+$19.5M	1	0.22%	Increased
128	LPL Financial San Diego, California	$116M	+$5.64M	2	0.1%	Increased
129	Luther King Capital Management (LKCM) Fort Worth, Texas	$116M	+$4.61M	2	0.56%	Increased
130	Capital World Investors Los Angeles, California	$114M	$0	1	0.02%	Maintained
131	Railway Pension Investments London, United Kingdom	$112M	-$319K	1	0.87%	Reduced
132	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$112M	+$603K	1	5.67%	Increased
133	ClearBridge Investments New York	$110M	-$71.4M	1	0.08%	Reduced
134	Fidelity International Hamilton, Bermuda	$110M	+$99.7M	1	0.11%	Increased
135	TD Asset Management Toronto, Ontario, Canada	$108M	-$3.8M	1	0.1%	Reduced
136	Guggenheim Capital Chicago, Illinois	$106M	-$7.92M	2	0.64%	Reduced
137	STRS Ohio Columbus, Ohio	$105M	-$4.26M	2	0.38%	Reduced
138	Chevy Chase Trust Bethesda, Maryland	$104M	+$960K	1	0.36%	Increased
139	Mitsubishi UFJ Asset Management Tokyo, Japan	$104M	+$9.19M	2	0.41%	Increased
140	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$104M	-$9.7M	1	1.02%	Reduced
141	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$103M	-$3.21M	2	0.36%	Reduced
142	Select Equity Group New York	$103M	-$134M	1	0.33%	Reduced
143	State of New Jersey Common Pension Fund D Trenton, New Jersey	$103M	-$489K	2	0.33%	Reduced
144	SEI Investments Oaks, Pennsylvania	$101M	-$20.5M	2	0.2%	Reduced
145	Franklin Resources San Mateo, California	$101M	+$3.14M	1	0.04%	Increased
146	CC Capital Counsel New York	$99.9M	+$3.44M	1	4.74%	Increased
147	CIBC World Market Toronto, Ontario, Canada	$99.5M	+$10.9M	1	0.32%	Increased
148	Fifth Third Bancorp Cincinnati, Ohio	$98.7M	+$7.1M	1	0.4%	Increased
149	ORIO Old Republic International (ORI) Chicago, Illinois	$98.2M	-$1.9M	1	1.99%	Reduced
150	Davenport & Co Richmond, Virginia	$97.9M	+$1.07M	1	0.67%	Increased