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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	Employees Provident Fund Board Shah Alam, Malaysia	$84.4M	+$20.7M	1	3.04%	Increased
177	John W. Bristol & Co New York	$83.8M	-$6.03M	1	1.57%	Reduced
178	SC Stralem & Co New York	$83.7M	-$3.65M	1	2.55%	Reduced
179	Haverford Trust Company Radnor, Pennsylvania	$83.4M	+$9.95M	1	3.04%	Increased
180	Madison Investment Holdings Madison, Wisconsin	$82.5M	-$4.78M	1	1.74%	Reduced
181	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$82.3M	-$3.84M	1	1.12%	Reduced
182	Wellington Management Group Boston, Massachusetts	$82.3M	-$5.42M	1	0.03%	Reduced
183	Federated Hermes Pittsburgh, Pennsylvania	$79M	-$38.5M	1	0.3%	Reduced
184	Corvex Management New York	$78.7M	+$11M	1	1.47%	Increased
185	BNP Paribas Asset Management Paris, France	$78.5M	+$9.61M	1	0.59%	Increased
186	Teacher Retirement System of Texas Austin, Texas	$78.3M	-$23.1M	2	0.69%	Reduced
187	AC Axon Capital New York	$77.5M	-$31.7M	1	4.87%	Reduced
188	Retirement Systems of Alabama Montgomery, Alabama	$77.2M	-$6.2M	1	0.49%	Reduced
189	Guggenheim Capital Chicago, Illinois	$76.5M	+$8.95M	2	0.27%	Increased
190	MLICM Metropolitan Life Insurance Company (MetLife) New York	$76.3M	-$1.07M	2	0.58%	Reduced
191	CC Carlson Capital Dallas, Texas	$75.4M	-$63M	1	1.02%	Reduced
192	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$75.2M	-$4.82M	1	0.69%	Reduced
193	Natixis Paris, France	$74.6M	-$20.7M	1	0.8%	Reduced
194	Nordea Investment Management Stockholm, Sweden	$73.2M	-$3.84M	1	0.41%	Reduced
195	Comerica Bank Dallas, Texas	$72.7M	-$2.12M	1	0.51%	Reduced
196	LBG Lloyds Banking Group London, United Kingdom	$71.3M	-$2.67M	1	0.73%	Reduced
197	Pictet Asset Management (UK) London, United Kingdom	$70.3M	+$1.1M	1	0.39%	Increased
198	River Road Asset Management Louisville, Kentucky	$69.6M	+$67.7M	1	0.86%	New
199	Congress Asset Management Boston, Massachusetts	$67.5M	-$1.05M	1	1.89%	Reduced
200	TAM Tiverton Asset Management Wilimington, Delaware	$67.3M	$0	1	1.63%	Maintained