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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	Smead Capital Management Phoenix, Arizona	$94.2M	-$9.48M	1	1.61%	Reduced
152	KLP Kapitalforvaltning Oslo, Norway	$93M	+$17.2M	2	0.46%	Increased
153	DekaBank Deutsche Girozentrale Frankfurt, Germany	$92.8M	+$6.14M	2	0.18%	Increased
154	APG Asset Management Amsterdam, Netherlands	$92.7M	-$4.41M	1	0.29%	Reduced
155	Tocqueville Asset Management New York	$92.3M	+$2.22M	1	1.51%	Increased
156	Mercer Global Advisors Denver, Colorado	$92.3M	+$4.16M	1	0.21%	Increased
157	Jacobs Levy Equity Management Florham Park, New Jersey	$91.7M	+$104M	2	0.36%	Increased
158	Treasurer of the State of North Carolina Raleigh, North Carolina	$91.3M	+$1.15M	1	0.36%	Increased
159	CC Capital Counsel New York	$90.6M	+$4.22M	1	4.01%	Increased
160	Ensign Peak Advisors Salt Lake City, Utah	$90.1M	-$8.2M	2	0.17%	Reduced
161	Cerity Partners New York	$90M	+$10.3M	2	0.18%	Increased
162	Chevy Chase Trust Bethesda, Maryland	$89.5M	-$490K	1	0.29%	Reduced
163	Luther King Capital Management (LKCM) Fort Worth, Texas	$89.5M	+$416K	1	0.41%	Increased
164	AssetMark Inc Concord, California	$88.6M	+$1.84M	1	0.24%	Increased
165	Lansforsakringar Fondforvaltning Stockholm, Sweden	$87.2M	+$624K	1	0.53%	Increased
166	Teacher Retirement System of Texas Austin, Texas	$85.1M	-$25.8M	2	0.36%	Reduced
167	Macquarie Group Sydney, NSW 2000, Australia	$85M	+$17.7M	1	0.11%	Increased
168	Royal London Asset Management United Kingdom	$84.8M	+$9.33M	1	0.2%	Increased
169	Zacks Investment Management Chicago, Illinois	$84.6M	+$1.58M	1	0.79%	Increased
170	Cetera Investment Advisers Schaumburg, Illinois	$82.3M	+$3.28M	1	0.16%	Increased
171	PineBridge Investments New York	$79.3M	-$7.08M	1	0.63%	Reduced
172	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$79.1M	+$36.3M	1	0.74%	Increased
173	Regions Financial Corp Birmingham, Alabama	$78.1M	-$975K	1	0.58%	Reduced
174	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$76.8M	-$1.78M	2	0.28%	Reduced
175	Mariner Overland Park, Kansas	$76.8M	+$1.26M	2	0.13%	Increased