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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	Burgundy Asset Management Toronto, Ontario, Canada	$103M	-$16.5M	1	1.23%	Reduced
152	AGF Investments Inc Toronto, Ontario, Canada	$101M	-$64.7M	1	1.05%	Reduced
153	Ninety One (UK) London, United Kingdom	$101M	+$36M	1	0.59%	Increased
154	Nordea Investment Management Stockholm, Sweden	$100M	+$28.4M	1	0.4%	Increased
155	British Columbia Investment Management Victoria, British Columbia, Canada	$99.7M	-$3.88M	1	0.84%	Reduced
156	City National Bank Beverly Hills, Delaware	$97.5M	-$483K	1	0.89%	Reduced
157	Chevy Chase Trust Bethesda, Maryland	$96.8M	+$5.77M	1	0.63%	Increased
158	DF Dent & Co Baltimore, Maryland	$96.3M	-$39.8M	1	2.4%	Reduced
159	WestEnd Advisors Charlotte, North Carolina	$95.8M	+$576K	1	4.84%	Increased
160	QI Qualcomm Inc San Diego, California	$93.5M	-$10.2M	1	6.55%	Reduced
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$92.7M	-$6.24M	1	0.55%	Reduced
162	Two Sigma Investments New York	$92M	+$5.17M	2	0.41%	Increased
163	Cooke & Bieler Philadelphia, Pennsylvania	$91.9M	+$29.3M	1	2.1%	Increased
164	Haverford Trust Company Radnor, Pennsylvania	$89.2M	+$457K	1	2.66%	Increased
165	Fifth Third Bancorp Cincinnati, Ohio	$88.1M	+$775K	2	0.8%	Increased
166	Raymond James & Associates St Petersburg, Florida	$87.4M	+$2.27M	3	0.5%	Increased
167	Pictet Asset Management (UK) London, United Kingdom	$85.6M	+$4.1M	1	0.41%	Increased
168	TD Asset Management Toronto, Ontario, Canada	$85.3M	+$23.8K	1	0.15%	Increased
169	John W. Bristol & Co New York	$82.7M	-$3.58M	1	1.49%	Reduced
170	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$80.6M	-$1.68M	1	0.96%	Reduced
171	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$80.3M	-$1.98M	1	1.09%	Reduced
172	Glenmede Trust Philadelphia, Pennsylvania	$80.2M	+$5.38M	3	0.7%	Increased
173	Everett Harris & Co Los Angeles, California	$78M	+$3.36M	1	2.81%	Increased
174	USSCPF United States Steel & Carnegie Pension Fund New York	$77.9M	$0	1	1.78%	Maintained
175	MVP Miller Value Partners Sarasota, Florida	$77.7M	+$2.26M	1	3.11%	Increased