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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	Davenport & Co Richmond, Virginia	$89.4M	-$41.4M	1	0.88%	Reduced
152	HighTower Advisors Chicago, Illinois	$87.6M	+$9.89M	1	0.36%	Increased
153	Jane Street New York	$87.3M	+$38.5M	2	0.04%	Increased
154	AGF Investments Inc Toronto, Ontario, Canada	$86.5M	+$77.2M	1	0.74%	Increased
155	CIBC World Markets New York	$85.2M	-$11.9M	1	0.43%	Reduced
156	Commonwealth Equity Services Waltham, Massachusetts	$84.6M	+$1.25M	2	0.25%	Increased
157	STRS Ohio Columbus, Ohio	$83.8M	-$14.4M	3	0.32%	Reduced
158	MC Montag & Caldwell Atlanta, Georgia	$82M	+$9.59M	1	4.52%	Increased
159	United Capital Financial Advisors Irving, Texas	$82M	-$12.3M	1	0.49%	Reduced
160	Rokos Capital Management (UK) London, United Kingdom	$81.4M	$0	1	1.79%	Maintained
161	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$81.3M	+$32.9M	1	0.19%	Increased
162	Ensign Peak Advisors Salt Lake City, Utah	$81.1M	-$27.7M	1	0.18%	Reduced
163	Franklin Resources San Mateo, California	$79.2M	-$8.96M	1	0.03%	Reduced
164	Mariner Overland Park, Kansas	$79M	+$3.79M	1	0.61%	Increased
165	Verition Fund Management Greenwich, Connecticut	$78.3M	+$56.2M	1	0.69%	Increased
166	Parallax Volatility Advisers San Francisco, California	$78.2M	+$19.2M	2	0.06%	Increased
167	Jupiter Asset Management London, United Kingdom	$78.1M	+$32.1M	1	0.79%	Increased
168	Luther King Capital Management (LKCM) Fort Worth, Texas	$77.3M	+$6.78M	1	0.44%	Increased
169	PAM Private Asset Management San Diego, California	$77.3M	-$5.37M	1	11.59%	Reduced
170	Aberdeen Group Edinburgh, United Kingdom	$76.5M	-$19.3M	1	0.19%	Reduced
171	Handelsbanken Fonder Stockholm, Sweden	$75.9M	-$1.68M	2	0.46%	Reduced
172	AIG American International Group New York	$75.7M	-$319K	3	0.28%	Reduced
173	Beck Mack & Oliver New York	$75.4M	-$1.96M	1	2.5%	Reduced
174	Treasurer of the State of North Carolina Raleigh, North Carolina	$75M	+$319K	1	0.5%	Increased
175	Storebrand Asset Management Lysaker, Norway	$73.7M	-$113K	1	0.44%	Reduced