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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	ORIO Old Republic International (ORI) Chicago, Illinois	$75.6M	$0	1	2.48%	Maintained
152	Luther King Capital Management (LKCM) Fort Worth, Texas	$75.6M	-$7.57M	1	0.38%	Reduced
153	Robeco Schweiz Zurich, Switzerland	$74.8M	+$2.55M	2	1.11%	Increased
154	Jacobs Levy Equity Management Florham Park, New Jersey	$74.5M	+$26.4M	2	0.43%	Increased
155	RAM RWC Asset Management London, United Kingdom	$74.2M	+$16.2M	1	3.57%	Increased
156	Capital Fund Management (CFM) Paris, France	$73.6M	+$56.1M	1	0.3%	Increased
157	Commonwealth Equity Services Waltham, Massachusetts	$73.4M	-$928K	3	0.15%	Reduced
158	Ensign Peak Advisors Salt Lake City, Utah	$72.9M	-$15.1M	2	0.15%	Reduced
159	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$72.6M	-$6.23M	1	0.29%	Reduced
160	Nordea Investment Management Stockholm, Sweden	$72.4M	-$2.46M	1	0.1%	Reduced
161	State of Tennessee, Department of Treasury Nashville, Tennessee	$71.9M	+$14.4M	1	0.3%	Increased
162	Exchange Traded Concepts Oklahoma City, Oklahoma	$69.4M	+$7.28M	2	1.71%	Increased
163	CAPTRUST Financial Advisors Raleigh, North Carolina	$68.5M	+$7.78M	2	0.27%	Increased
164	Candriam SCA Strassen, Luxembourg, Luxembourg	$67.9M	-$3.9M	2	0.49%	Reduced
165	DF Dent & Co Baltimore, Maryland	$67.5M	-$29.9M	1	0.91%	Reduced
166	Balyasny Asset Management Chicago, Illinois	$67.3M	+$64.8M	2	0.15%	Increased
167	STRS Ohio Columbus, Ohio	$66.2M	-$3.44M	1	0.28%	Reduced
168	Schroder Investment Management Group London, United Kingdom	$66M	-$14.8M	1	0.09%	Reduced
169	MIS Morningstar Investment Services Chicago, Illinois	$65.1M	+$53.2M	1	0.84%	Increased
170	Brown Advisory Baltimore, Maryland	$64.7M	+$14.4M	1	0.1%	Increased
171	Jennison Associates New York	$64.1M	-$25.3M	1	0.05%	Reduced
172	MN Services Vermogensbeheer The Hague, Netherlands	$63.6M	-$3.29M	1	0.59%	Reduced
173	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$62.9M	+$22.8M	1	0.29%	Increased
174	Treasurer of the State of North Carolina Raleigh, North Carolina	$61.7M	-$1.44M	1	0.32%	Reduced
175	Regions Financial Corp Birmingham, Alabama	$61.4M	-$246K	1	0.53%	Reduced