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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	Madison Investment Holdings Madison, Wisconsin	$79.3M	+$82.8M	1	1.73%	New
177	Burgundy Asset Management Toronto, Ontario, Canada	$78.9M	+$82.4M	1	1.34%	New
178	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$78.3M	+$81.7M	1	1.07%	New
179	Rockefeller Financial Services New York	$78.2M	+$81.7M	1	1.87%	New
180	Chevy Chase Trust Bethesda, Maryland	$77.5M	+$80.9M	1	0.68%	New
181	Retirement Systems of Alabama Montgomery, Alabama	$75.8M	+$79.1M	1	0.51%	New
182	Atalanta Sosnoff Capital New York	$75.4M	+$78.8M	1	1.83%	New
183	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$72.7M	+$76M	1	0.69%	New
184	Aberdeen Asset Management Aberdeen, United Kingdom	$72.2M	+$75.4M	1	0.23%	New
185	Korea Investment Corp Seoul, South Korea	$70.4M	+$73.5M	1	0.84%	New
186	MLICM Metropolitan Life Insurance Company (MetLife) New York	$70.2M	+$73.2M	2	0.56%	New
187	Nordea Investment Management Stockholm, Sweden	$70M	+$73.1M	1	0.43%	New
188	Susquehanna International Group Bala Cynwyd, Pennsylvania	$69.7M	+$72.5M	2	0.04%	New
189	Comerica Bank Dallas, Texas	$68M	+$71M	1	0.55%	New
190	MVIP Mar Vista Investment Partners Los Angeles, California	$67.2M	+$70.2M	1	4.36%	New
191	LBG Lloyds Banking Group London, United Kingdom	$67.2M	+$70.2M	1	0.7%	New
192	VVP Vulcan Value Partners Birmingham, Alabama	$67M	+$69.9M	1	2.94%	New
193	Haverford Trust Company Radnor, Pennsylvania	$66.4M	+$69.4M	1	2.19%	New
194	Zevenbergen Capital Investments Edmonds, Washington	$65M	+$67.9M	1	2.63%	New
195	Sit Investment Associates Minneapolis, Minnesota	$64.7M	+$67.5M	1	1.31%	New
196	Pictet Asset Management (UK) London, United Kingdom	$62.7M	+$65.5M	1	0.36%	New
197	Virginia Retirement Systems Richmond, Virginia	$62.4M	+$65.2M	1	1.18%	New
198	BNP Paribas Asset Management Paris, France	$62.2M	+$65M	1	0.46%	New
199	Congress Asset Management Boston, Massachusetts	$62.2M	+$65M	1	1.84%	New
200	TAM Tiverton Asset Management Wilimington, Delaware	$61.1M	+$63.8M	1	1.59%	New