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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	Capital Fund Management (CFM) Paris, France	$102M	-$49.6M	2	0.3%	Reduced
152	Aberdeen Group Edinburgh, United Kingdom	$102M	+$1.74M	1	0.2%	Increased
153	Antipodes Partners Royal Exchange, Australia	$99.1M	+$90.5M	1	3.14%	New
154	Luther King Capital Management (LKCM) Fort Worth, Texas	$98M	-$569K	1	0.44%	Reduced
155	Brandywine Global Investment Management Philadelphia, Pennsylvania	$96.6M	-$725K	1	0.7%	Reduced
156	CC Capital Counsel New York	$96.3M	+$4.3M	1	4.42%	Increased
157	CAPTRUST Financial Advisors Raleigh, North Carolina	$96.1M	-$8M	2	0.35%	Reduced
158	Mercer Global Advisors Denver, Colorado	$95.8M	+$45.9M	1	0.27%	Increased
159	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$95.3M	+$37.9M	1	0.23%	Increased
160	RCW Rheos Capital Works Tokyo, Japan	$95.2M	-$2.4M	1	4.56%	Reduced
161	Ossiam Paris, France	$94.8M	+$81.5M	1	1.66%	Increased
162	Brown Advisory Baltimore, Maryland	$94.4M	+$515K	1	0.13%	Increased
163	Capitolis Liquid Global Markets New York	$93.8M	+$47M	1	1.5%	Increased
164	MIS Morningstar Investment Services Chicago, Illinois	$92.8M	-$85.4M	1	1.02%	Reduced
165	Mackenzie Financial Toronto Ontario, Ontario, Canada	$92.7M	+$15.5M	1	0.13%	Increased
166	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$92.3M	-$4.66M	1	0.36%	Reduced
167	Treasurer of the State of North Carolina Raleigh, North Carolina	$91.1M	+$1.97M	1	0.4%	Increased
168	Andra AP-fonden Goteborg, Sweden	$90.7M	+$82.8M	1	1.61%	New
169	Cetera Investment Advisers Schaumburg, Illinois	$90.2M	+$42.6M	1	0.21%	Increased
170	William Blair Investment Management Chicago, Illinois	$88.2M	-$2.55M	2	0.23%	Reduced
171	Thornburg Investment Management Santa Fe, New Mexico	$88.1M	-$218M	1	1.23%	Reduced
172	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$86.2M	+$28.7M	2	0.42%	Increased
173	Zacks Investment Management Chicago, Illinois	$84.9M	+$7.66M	1	0.91%	Increased
174	Regions Financial Corp Birmingham, Alabama	$82.7M	-$1.35M	1	0.63%	Reduced
175	Fort Washington Investment Advisors Cincinnati, Ohio	$82.3M	-$12.3M	1	0.53%	Reduced