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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	Natixis Advisors Boston, Massachusetts	$96.4M	-$730K	2	0.3%	Reduced
127	Lazard Asset Management New York	$95.6M	-$13M	2	0.12%	Reduced
128	Jane Street New York	$95.3M	+$19.5M	3	0.03%	Increased
129	Renaissance Technologies New York	$95.2M	-$78.8M	3	0.14%	Reduced
130	F FIFTHDELTA London, United Kingdom	$94.2M	-$84.8M	1	9.67%	Reduced
131	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$91.4M	-$212K	1	4.92%	Reduced
132	Smead Capital Management Phoenix, Arizona	$91.2M	-$1.55M	1	1.81%	Reduced
133	Retirement Systems of Alabama Montgomery, Alabama	$90M	+$5.09M	1	0.4%	Increased
134	Capital World Investors Los Angeles, California	$88.9M	$0	1	0.02%	Maintained
135	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$86.5M	+$708K	1	2.09%	Increased
136	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$84.5M	-$1.45M	1	0.82%	Reduced
137	Guggenheim Capital Chicago, Illinois	$83.2M	+$5.56M	2	0.65%	Increased
138	DnB Asset Management Oslo, Norway	$82.5M	-$15.4M	1	0.47%	Reduced
139	Polar Capital Holdings London, United Kingdom	$81.9M	-$43.7M	1	0.41%	Reduced
140	State of New Jersey Common Pension Fund D Trenton, New Jersey	$80.9M	+$197K	2	0.27%	Increased
141	UIA UG Investment Advisers Taipei, Taiwan	$80.5M	+$63.8M	1	43.07%	Increased
142	Corient Private Wealth Miami, Florida	$80.1M	+$725K	1	0.18%	Increased
143	Ceredex Value Advisors Orlando, Florida	$79.9M	-$2.36M	1	1.29%	Reduced
144	Fort Washington Investment Advisors Cincinnati, Ohio	$79.8M	+$2.62M	1	0.58%	Increased
145	Tocqueville Asset Management New York	$79.6M	+$5.67M	1	1.43%	Increased
146	Bank Julius Baer & Co Zurich, Switzerland	$78.4M	-$1.51M	1	0.47%	Reduced
147	Chevy Chase Trust Bethesda, Maryland	$76.6M	-$877K	1	0.29%	Reduced
148	Storebrand Asset Management Lysaker, Norway	$76.2M	+$1.51M	1	0.35%	Increased
149	Brandywine Global Investment Management Philadelphia, Pennsylvania	$76.1M	-$7.56M	1	0.63%	Reduced
150	SEI Investments Oaks, Pennsylvania	$75.9M	-$8.29M	2	0.13%	Reduced