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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	Fifth Third Bancorp Cincinnati, Ohio	$80.4M	-$2.2M	1	0.39%	Reduced
152	Commonwealth Equity Services Waltham, Massachusetts	$77.5M	+$1.41M	3	0.2%	Increased
153	Guggenheim Capital Chicago, Illinois	$77.4M	-$12.2M	2	0.61%	Reduced
154	STRS Ohio Columbus, Ohio	$77.1M	-$11M	2	0.35%	Reduced
155	Mariner Overland Park, Kansas	$75.8M	+$3.94M	1	0.31%	Increased
156	CC Capital Counsel New York	$73.3M	-$10.8M	1	4.47%	Reduced
157	Two Sigma Investments New York	$73.2M	-$126M	2	0.24%	Reduced
158	Handelsbanken Fonder Stockholm, Sweden	$72.8M	+$14.3M	2	0.47%	Increased
159	Robeco Schweiz Zurich, Switzerland	$72.4M	+$5.88M	2	1.29%	Increased
160	Fort Washington Investment Advisors Cincinnati, Ohio	$71.4M	+$1.77M	1	0.55%	Increased
161	Janney Montgomery Scott Philadelphia, Pennsylvania	$70.7M	+$5.18M	2	0.32%	Increased
162	Ensign Peak Advisors Salt Lake City, Utah	$69.2M	-$1.77M	2	0.16%	Reduced
163	Regions Financial Corp Birmingham, Alabama	$69M	-$2.85M	1	0.66%	Reduced
164	United Capital Financial Advisors Irving, Texas	$67.5M	+$2.19M	1	0.37%	Increased
165	Storebrand Asset Management Lysaker, Norway	$67.4M	+$935K	1	0.38%	Increased
166	VOYA Investment Management Atlanta, Georgia	$67.2M	-$152M	2	0.17%	Reduced
167	BNP Paribas Asset Management Paris, France	$66.9M	+$22.2M	1	0.26%	Increased
168	Natixis Paris, France	$65.8M	-$8.64M	1	0.24%	Reduced
169	Treasurer of the State of North Carolina Raleigh, North Carolina	$65.1M	+$1.29M	1	0.41%	Increased
170	Asset Management One Tokyo, Japan	$64.7M	-$6.2M	1	0.3%	Reduced
171	Fisher Asset Management Camas, Washington	$64.2M	+$1.95M	1	0.05%	Increased
172	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$63.5M	-$4.33M	1	0.54%	Reduced
173	Bridgewater Associates Westport, Connecticut	$62.5M	+$28.1M	1	0.26%	Increased
174	ING Group Amsterdam, Netherlands	$61.3M	+$4.26M	1	0.71%	Increased
175	PAM Private Asset Management San Diego, California	$60.8M	-$296K	1	9.86%	Reduced