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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$103M	+$12.3M	1	0.17%	Increased
152	London & Capital Asset Management London, United Kingdom	$101M	+$91.1M	1	1.04%	Increased
153	NEOS Investment Management Westport, Connecticut	$101M	+$23.3M	1	0.58%	Increased
154	SSM Sound Shore Management Greenwich, Connecticut	$101M	+$3.52M	1	3.21%	Increased
155	Citadel Advisors Miami, Florida	$100M	+$3.44M	4	0.02%	Increased
156	Tocqueville Asset Management New York	$100M	+$331K	1	1.46%	Increased
157	Pictet Asset Management Carouge, Switzerland	$99.8M	-$34.5M	2	0.1%	Reduced
158	Handelsbanken Fonder Stockholm, Sweden	$99.1M	+$6.21M	2	0.3%	Increased
159	Mariner Overland Park, Kansas	$98.7M	+$3.55M	3	0.12%	Increased
160	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$98.1M	+$67.3M	1	0.89%	Increased
161	State of Wisconsin Investment Board Madison, Wisconsin	$95.7M	-$3.67M	2	0.21%	Reduced
162	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$95.6M	+$19.7M	1	0.72%	Increased
163	Creative Planning Overland Park, Kansas	$95.5M	+$8.27M	2	0.07%	Increased
164	Ensign Peak Advisors Salt Lake City, Utah	$95.2M	-$58.5M	2	0.17%	Reduced
165	Nomura Asset Management Tokyo, Japan	$94.4M	-$67.9M	2	0.24%	Reduced
166	CC Capital Counsel New York	$94.4M	+$44.7K	1	3.61%	Increased
167	Mairs & Power Inc St Paul, Minnesota	$94.1M	-$17.8M	1	0.91%	Reduced
168	Chevy Chase Trust Bethesda, Maryland	$93.5M	-$1.01M	1	0.25%	Reduced
169	William Blair & Company Chicago, Illinois	$92.9M	-$6.22M	1	0.25%	Reduced
170	DZ Bank Frankfurt Am Main, Germany	$91.6M	-$6.39M	1	0.08%	Reduced
171	CIBC World Market Toronto, Ontario, Canada	$89.5M	-$90.3M	1	0.14%	Reduced
172	APG Asset Management Amsterdam, Netherlands	$89M	-$6.41M	1	0.25%	Reduced
173	Exchange Traded Concepts Oklahoma City, Oklahoma	$86.7M	+$2.49M	2	0.66%	Increased
174	Commonwealth Equity Services Waltham, Massachusetts	$84.7M	-$9.37M	4	0.11%	Reduced
175	Asset Management One Tokyo, Japan	$84.2M	-$669K	2	0.23%	Reduced