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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	Baird Financial Group Milwaukee, Wisconsin	$91.5M	-$3.85M	1	0.25%	Reduced
127	Ensign Peak Advisors Salt Lake City, Utah	$89.2M	+$22.4M	2	0.19%	Increased
128	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$88.6M	-$15M	1	0.26%	Reduced
129	William Blair Investment Management Chicago, Illinois	$88.5M	-$717K	1	0.29%	Reduced
130	Lazard Asset Management New York	$87.5M	-$1.78M	2	0.12%	Reduced
131	AssetMark Inc Concord, California	$86M	-$6.65M	1	0.34%	Reduced
132	AQR Capital Management Greenwich, Connecticut	$85.9M	-$21.1M	2	0.18%	Reduced
133	Guggenheim Capital Chicago, Illinois	$85.7M	+$8.71M	2	0.74%	Increased
134	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$85.7M	+$394K	1	4.72%	Increased
135	JP Morgan Private Wealth Advisors San Francisco, California	$84M	+$87.8M	1	0.24%	New
136	Retirement Systems of Alabama Montgomery, Alabama	$83.9M	-$98.1K	1	0.39%	Reduced
137	Smead Capital Management Phoenix, Arizona	$82.4M	-$2.77M	1	1.68%	Reduced
138	Natixis Advisors Boston, Massachusetts	$81.7M	-$8.12M	2	0.25%	Reduced
139	Capital Fund Management (CFM) Paris, France	$80.7M	+$14M	2	0.28%	Increased
140	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$79.2M	-$1.59M	1	2.16%	Reduced
141	Corient Private Wealth Miami, Florida	$75.8M	+$1.08M	1	0.17%	Increased
142	Fort Washington Investment Advisors Cincinnati, Ohio	$75.6M	+$1.23M	1	0.57%	Increased
143	Bank Julius Baer & Co Zurich, Switzerland	$75.3M	+$2.23M	1	0.44%	Increased
144	Tocqueville Asset Management New York	$74.7M	+$475K	1	1.42%	Increased
145	Osaic Holdings Scottsdale, Arizona	$74.2M	+$18.6M	3	0.11%	Increased
146	State of New Jersey Common Pension Fund D Trenton, New Jersey	$72.4M	-$2.26M	2	0.26%	Reduced
147	D.E. Shaw & Co New York	$72.3M	-$137M	1	0.08%	Reduced
148	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$72.1M	+$14M	1	0.34%	Increased
149	RAM RWC Asset Management London, United Kingdom	$71.3M	+$2.14M	1	4.64%	Increased
150	Wealth Enhancement Advisory Services Plymouth, Minnesota	$70.6M	+$56.9M	1	0.23%	Increased