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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
151	LCS Levin Capital Strategies New York	$123M	-$40.2M	1	1.98%	Reduced
152	Bahl & Gaynor Cincinnati, Ohio	$122M	+$6.72M	1	2%	Increased
153	Canada Life Winnipeg, Manitoba, Canada	$121M	+$19.3M	1	0.43%	Increased
154	Aviva London, United Kingdom	$121M	-$2.75M	1	1.01%	Reduced
155	Amundi Asset Management US Boston, Massachusetts	$119M	-$56.2M	1	0.46%	Reduced
156	USS Investment Management London, United Kingdom	$117M	$0	1	2.25%	Maintained
157	Burgundy Asset Management Toronto, Ontario, Canada	$117M	+$17.1M	1	1.46%	Increased
158	State of Tennessee, Department of Treasury Nashville, Tennessee	$117M	+$1.55M	1	0.67%	Increased
159	Schroder Investment Management Group London, United Kingdom	$115M	+$56.5M	1	0.14%	Increased
160	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$111M	-$410K	1	0.59%	Reduced
161	British Columbia Investment Management Victoria, British Columbia, Canada	$109M	+$3.3M	1	0.86%	Increased
162	TD Asset Management Toronto, Ontario, Canada	$108M	-$4.53M	1	0.2%	Reduced
163	Nomura Holdings Tokyo, Japan	$105M	-$85.3M	1	0.48%	Reduced
164	Banque Pictet & Cie Geneva 73, Switzerland	$102M	+$96.8M	1	3%	New
165	KeyBank National Association Cleveland, Ohio	$102M	-$1.47M	1	0.66%	Reduced
166	Retirement Systems of Alabama Montgomery, Alabama	$102M	+$15.6M	1	0.6%	Increased
167	QI Qualcomm Inc San Diego, California	$101M	-$1.73M	1	5.24%	Reduced
168	Employees Provident Fund Board Shah Alam, Malaysia	$100M	+$6.95M	1	3.03%	Increased
169	Factory Mutual Insurance Waltham, Massachusetts	$95.8M	-$14.5M	1	1.41%	Reduced
170	Haverford Trust Company Radnor, Pennsylvania	$92.7M	+$683K	1	2.6%	Increased
171	AT Alliance Trust Dundee, Scotland, United Kingdom	$92.6M	-$10.1M	1	4.83%	Reduced
172	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$92.4M	+$1.56M	1	1.17%	Increased
173	Chevy Chase Trust Bethesda, Maryland	$92.2M	-$1.33M	1	0.67%	Reduced
174	Northern Trust Company of Connecticut Stamford, Connecticut	$91.8M	-$4.23M	2	0.57%	Reduced
175	Gateway Investment Advisers Cincinnati, Ohio	$91.1M	-$5.8M	1	0.73%	Reduced