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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	$70.5M	$0	1	2.63%	Maintained
152	Chevy Chase Trust Bethesda, Maryland	$70M	-$1.59M	1	0.28%	Reduced
153	SEI Investments Oaks, Pennsylvania	$69.3M	-$1.4M	2	0.12%	Reduced
154	Storebrand Asset Management Lysaker, Norway	$68.6M	-$2.64M	1	0.33%	Reduced
155	Commonwealth Equity Services Waltham, Massachusetts	$68.5M	+$299K	3	0.14%	Increased
156	Ceredex Value Advisors Orlando, Florida	$67.9M	-$7M	1	1.2%	Reduced
157	Luther King Capital Management (LKCM) Fort Worth, Texas	$67.5M	-$3.12M	1	0.35%	Reduced
158	Brandywine Global Investment Management Philadelphia, Pennsylvania	$67M	-$4.18M	1	0.59%	Reduced
159	CAPTRUST Financial Advisors Raleigh, North Carolina	$66.6M	+$3.04M	2	0.25%	Increased
160	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$66.2M	+$24.3M	1	0.1%	Increased
161	DekaBank Deutsche Girozentrale Frankfurt, Germany	$66M	-$50.6M	1	0.15%	Reduced
162	Polar Capital Holdings London, United Kingdom	$64.1M	-$12.9M	1	0.47%	Reduced
163	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$62.9M	-$5.04M	1	0.28%	Reduced
164	CC Capital Counsel New York	$62.5M	+$8.93M	1	3.48%	Increased
165	Zurich Cantonal Bank Zurich, Switzerland	$62.4M	+$5.96M	2	0.28%	Increased
166	MIS Morningstar Investment Services Chicago, Illinois	$61.7M	+$436K	1	0.79%	Increased
167	Brown Advisory Baltimore, Maryland	$61.1M	+$865K	1	0.1%	Increased
168	American Century Companies Kansas City, Missouri	$60.9M	+$11.2M	1	0.05%	Increased
169	MN Services Vermogensbeheer The Hague, Netherlands	$60.3M	+$1.07M	1	0.58%	Increased
170	Robeco Institutional Asset Management Rotterdam, Netherlands	$59.1M	+$4.97M	1	0.16%	Increased
171	Voloridge Investment Management Jupiter, Florida	$58.1M	+$34.7M	2	0.29%	Increased
172	Treasurer of the State of North Carolina Raleigh, North Carolina	$57.8M	+$227K	1	0.31%	Increased
173	Regions Financial Corp Birmingham, Alabama	$56.7M	-$615K	1	0.51%	Reduced
174	Robeco Schweiz Zurich, Switzerland	$56.2M	-$3.74M	2	0.95%	Reduced
175	Exchange Traded Concepts Oklahoma City, Oklahoma	$54.1M	-$3.93M	2	1.53%	Reduced