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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	Whale Rock Capital Management Boston, Massachusetts	$134M	+$127M	1	1.9%	New
152	Susquehanna International Group Bala Cynwyd, Pennsylvania	$133M	-$66.6M	3	0.02%	Reduced
153	Altshuler Shaham Tel Aviv, Israel	$133M	+$124M	1	4.51%	Increased
154	Smead Capital Management Phoenix, Arizona	$132M	-$21.8M	1	2.07%	Reduced
155	Baird Financial Group Milwaukee, Wisconsin	$129M	-$6.46M	1	0.27%	Reduced
156	Wealth Enhancement Advisory Services Plymouth, Minnesota	$129M	+$4.24M	1	0.31%	Increased
157	CAPTRUST Financial Advisors Raleigh, North Carolina	$127M	+$12.7M	2	0.41%	Increased
158	Commonwealth Equity Services Waltham, Massachusetts	$125M	-$4.46M	3	0.2%	Reduced
159	SurgoCap Partners New York	$124M	+$118M	1	7.27%	New
160	Chevy Chase Trust Bethesda, Maryland	$122M	-$1.38M	1	0.39%	Reduced
161	Candriam SCA Strassen, Luxembourg, Luxembourg	$121M	+$53.4M	1	0.74%	Increased
162	Macquarie Group Sydney, NSW 2000, Australia	$118M	-$53.2M	1	0.14%	Reduced
163	Luther King Capital Management (LKCM) Fort Worth, Texas	$117M	+$1.35M	1	0.53%	Increased
164	Tocqueville Asset Management New York	$116M	-$8.11M	1	1.92%	Reduced
165	Jane Street New York	$116M	-$74.5M	2	0.03%	Reduced
166	Andra AP-fonden Goteborg, Sweden	$115M	+$7.9M	1	1.93%	Increased
167	DekaBank Deutsche Girozentrale Frankfurt, Germany	$115M	-$5.88M	2	0.21%	Reduced
168	CC Capital Counsel New York	$114M	+$950K	1	5.1%	Increased
169	Zacks Investment Management Chicago, Illinois	$114M	+$13M	1	1.28%	Increased
170	Treasurer of the State of North Carolina Raleigh, North Carolina	$111M	+$3.67M	1	0.47%	Increased
171	Aviva London, United Kingdom	$107M	+$22.6M	1	0.3%	Increased
172	VOYA Investment Management Atlanta, Georgia	$106M	-$24.8M	2	0.1%	Reduced
173	Mackenzie Financial Toronto Ontario, Ontario, Canada	$105M	-$3.54M	1	0.16%	Reduced
174	PineBridge Investments New York	$105M	+$41.8M	1	0.85%	Increased
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$104M	-$4.1M	1	0.41%	Reduced