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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	Coatue Management New York	$49.6M	+$16.7M	1	0.49%	Increased
152	Retirement Systems of Alabama Montgomery, Alabama	$49.4M	+$3.63M	1	0.29%	Increased
153	H Hexavest Montreal, Quebec, Canada	$49.2M	+$1.66M	1	0.78%	Increased
154	Factory Mutual Insurance Waltham, Massachusetts	$49.1M	+$15.5M	1	0.66%	Increased
155	Gotham Asset Management New York	$49.1M	-$24.1M	2	0.53%	Reduced
156	Nordea Investment Management Stockholm, Sweden	$48.5M	-$15.5M	1	0.17%	Reduced
157	Raymond James & Associates St Petersburg, Florida	$48.2M	-$5.81M	1	0.17%	Reduced
158	SCM Snow Capital Management Sewickley, Pennsylvania	$48.2M	-$9.24M	1	1.92%	Reduced
159	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$47.8M	+$1.45M	1	0.89%	Increased
160	Edmond de Rothschild Holding Chambesy, Switzerland	$47.4M	+$12.4M	2	1.26%	Increased
161	M&T Bank Buffalo, New York	$46M	-$2.94M	2	0.31%	Reduced
162	SG Americas Securities New York	$45.9M	-$320M	1	0.33%	Reduced
163	Edmond de Rothschild Asset Management (France) Paris, France	$45.5M	+$12.4M	2	1.61%	Increased
164	Rothschild & Co Asset Management US Stamford, Connecticut	$45.5M	+$48.5M	1	0.83%	New
165	Aviva London, United Kingdom	$45.3M	-$928K	1	0.34%	Reduced
166	Fidelity International Hamilton, Bermuda	$45.3M	+$20M	1	0.14%	Increased
167	Baird Financial Group Milwaukee, Wisconsin	$45.3M	-$939K	1	0.45%	Reduced
168	Pictet Asset Management (UK) London, United Kingdom	$45.3M	-$18.3M	1	0.19%	Reduced
169	Natixis Paris, France	$45M	+$39.8M	1	0.75%	Increased
170	British Columbia Investment Management Victoria, British Columbia, Canada	$44.8M	-$6.85M	1	0.43%	Reduced
171	ACI AMP Capital Investors Sydney, Australia	$44.3M	+$8.16M	1	0.3%	Increased
172	Janus Henderson Investors US Denver, Colorado	$44.2M	-$8.16M	1	0.04%	Reduced
173	Pzena Investment Management New York	$44.1M	+$142K	1	0.27%	Increased
174	Tocqueville Asset Management New York	$43.9M	+$7.01M	2	0.6%	Increased
175	Seizert Capital Partners Birmingham, Michigan	$43M	-$1.2M	1	1.34%	Reduced