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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	Moore Capital Management New York	$92.2M	+$97.2M	1	1.06%	Increased
152	Candriam SCA Strassen, Luxembourg, Luxembourg	$91.7M	-$7.63M	1	0.53%	Reduced
153	Capitolis Liquid Global Markets New York	$91M	$0	1	0.89%	Maintained
154	DekaBank Deutsche Girozentrale Frankfurt, Germany	$90.6M	$0	2	0.17%	Maintained
155	Tocqueville Asset Management New York	$90.3M	+$715K	1	1.42%	Increased
156	Treasurer of the State of North Carolina Raleigh, North Carolina	$90.2M	+$866K	1	0.35%	Increased
157	Chevy Chase Trust Bethesda, Maryland	$90M	-$2.33M	1	0.27%	Reduced
158	Luther King Capital Management (LKCM) Fort Worth, Texas	$89.1M	+$9.17K	1	0.39%	Increased
159	Mercer Global Advisors Denver, Colorado	$88.3M	+$2.05M	1	0.22%	Increased
160	AssetMark Inc Concord, California	$86.9M	+$47.8M	1	0.24%	Increased
161	CC Capital Counsel New York	$86.6M	-$3.23M	1	3.7%	Reduced
162	Lansforsakringar Fondforvaltning Stockholm, Sweden	$86.6M	+$92.3M	1	0.48%	New
163	Brown Advisory Baltimore, Maryland	$86.6M	+$16.7M	1	0.11%	Increased
164	PineBridge Investments New York	$86M	-$8.16M	1	0.65%	Reduced
165	Assenagon Asset Management Senningerberg, Luxembourg	$84.7M	-$70.2M	2	0.14%	Reduced
166	Zacks Investment Management Chicago, Illinois	$83.1M	-$8.4M	1	0.77%	Reduced
167	Cerity Partners New York	$82.5M	-$1.54M	2	0.18%	Reduced
168	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$82M	+$19.5M	1	1.97%	Increased
169	Aberdeen Group Edinburgh, United Kingdom	$81.9M	-$8.35M	1	0.15%	Reduced
170	Commerzbank Aktiengesellschaft Frankfurt, Germany	$81.8M	+$75.2M	1	1.97%	Increased
171	Los Angeles Capital Management Los Angeles, California	$79.6M	-$109M	2	0.32%	Reduced
172	Allspring Global Investments Charlotte, North Carolina	$79.5M	+$5.65M	1	0.13%	Increased
173	Cetera Investment Advisers Schaumburg, Illinois	$79.2M	-$633K	1	0.17%	Reduced
174	Regions Financial Corp Birmingham, Alabama	$79M	+$1.41M	1	0.58%	Increased
175	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$78.9M	-$2.17M	1	0.27%	Reduced