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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	John W. Bristol & Co New York	$88.8M	-$3.42M	1	1.58%	Reduced
177	Public Employees Retirement Association of Colorado Denver, Colorado	$87.4M	-$10.2M	1	0.75%	Reduced
178	LBG Lloyds Banking Group London, United Kingdom	$85.3M	+$6.33M	1	0.77%	Increased
179	SC Stralem & Co New York	$85.3M	-$6.7M	1	2.56%	Reduced
180	Appaloosa Management Miami Beach, Florida	$82.7M	-$99M	1	1.04%	Reduced
181	Natixis Paris, France	$81.7M	-$438K	1	0.7%	Reduced
182	BNP Paribas Asset Management Paris, France	$81.6M	-$4.64M	1	0.61%	Reduced
183	MLICM Metropolitan Life Insurance Company (MetLife) New York	$81.6M	-$2.57M	2	0.57%	Reduced
184	OppenheimerFunds New York	$80.4M	-$621M	1	0.1%	Reduced
185	Raymond James & Associates St Petersburg, Florida	$80.4M	+$10.3M	3	0.6%	Increased
186	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$78.9M	-$3.86M	1	0.92%	Reduced
187	Panagora Asset Management Boston, Massachusetts	$78.6M	+$16.2M	1	0.36%	Increased
188	Suntrust Banks Atlanta, Georgia	$77.3M	-$17.4M	1	0.3%	Reduced
189	Madison Investment Holdings Madison, Wisconsin	$77.3M	-$13M	1	1.5%	Reduced
190	Pictet Asset Management (UK) London, United Kingdom	$75.8M	-$1.59M	1	0.39%	Reduced
191	Fifth Third Bancorp Cincinnati, Ohio	$75.7M	+$2.23M	1	0.73%	Increased
192	Citadel Advisors Miami, Florida	$75.4M	-$103M	2	0.1%	Reduced
193	TAM Tiverton Asset Management Wilimington, Delaware	$74.3M	$0	1	1.64%	Maintained
194	Teacher Retirement System of Texas Austin, Texas	$73.4M	-$12.3M	2	0.64%	Reduced
195	Congress Asset Management Boston, Massachusetts	$73.2M	-$1.13M	1	1.92%	Reduced
196	Commerzbank Aktiengesellschaft Frankfurt, Germany	$71.5M	-$72.4M	1	0.35%	Reduced
197	Everett Harris & Co Los Angeles, California	$70.3M	+$6.29M	1	2.63%	Increased
198	Nordea Investment Management Stockholm, Sweden	$69.2M	-$11M	1	0.34%	Reduced
199	Rockefeller Financial Services New York	$68.7M	-$426K	1	1.49%	Reduced
200	Crawford Investment Counsel Atlanta, Georgia	$68.5M	-$1.61M	1	2.51%	Reduced