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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
176	Nordea Investment Management Stockholm, Sweden	$98.4M	-$77.6M	1	0.08%	Reduced
177	Neuberger Berman Group New York	$96.9M	-$16.8M	1	0.06%	Reduced
178	SEB Asset Management Stockholm,	$96M	-$7.83M	1	0.36%	Reduced
179	Prudential Financial Newark, New Jersey	$95.8M	-$50M	3	0.1%	Reduced
180	Nomura Holdings Tokyo, Japan	$94.8M	+$64.4M	1	0.11%	Increased
181	Chevy Chase Trust Bethesda, Maryland	$94.7M	-$3.12M	1	0.24%	Reduced
182	Asset Management One Tokyo, Japan	$94M	+$5.17M	1	0.24%	Increased
183	Fifth Third Bancorp Cincinnati, Ohio	$92.9M	-$9.4M	1	0.15%	Reduced
184	Pictet Asset Management Carouge, Switzerland	$91.8M	-$20.6M	2	0.09%	Reduced
185	Zacks Investment Management Chicago, Illinois	$91.3M	+$2.12M	2	0.65%	Increased
186	Nissay Asset Management Tokyo, Japan	$91M	+$7.41M	1	0.38%	Increased
187	Fort Washington Investment Advisors Cincinnati, Ohio	$89.9M	-$2.39M	1	0.45%	Reduced
188	ING Group Amsterdam, Netherlands	$89.2M	+$73.3M	1	0.44%	Increased
189	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$88.8M	-$7.05M	1	0.6%	Reduced
190	Robeco Institutional Asset Management Rotterdam, Netherlands	$88.1M	-$217M	2	0.11%	Reduced
191	Penserra Capital Management Orinda, California	$87M	+$21.3M	1	0.67%	Increased
192	William Blair & Company Chicago, Illinois	$86.6M	-$3.39M	1	0.23%	Reduced
193	CC Capital Counsel New York	$85.5M	-$10.8M	1	3.34%	Reduced
194	Defiance ETFs New York	$84M	+$21.5M	1	1.14%	Increased
195	Baird Financial Group Milwaukee, Wisconsin	$83.3M	-$39.6M	1	0.11%	Reduced
196	Luther King Capital Management (LKCM) Fort Worth, Texas	$82.1M	-$4.28M	1	0.34%	Reduced
197	Tocqueville Asset Management New York	$80.3M	-$22.8M	1	1.06%	Reduced
198	TGIA Torrey Growth & Income Advisors Del Mar, California	$80.1M	-$2.57M	2	27.2%	Reduced
199	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$80M	-$9.09M	1	0.24%	Reduced
200	Tidal Investments Milwaukee, Wisconsin	$79.8M	+$10.1M	2	0.14%	Increased