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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	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$87.2M	-$1.37M	1	1.01%	Reduced
177	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$87.1M	-$8.68M	1	1.02%	Reduced
178	Pictet Asset Management (UK) London, United Kingdom	$86.4M	+$3.98M	1	0.41%	Increased
179	Teacher Retirement System of Texas Austin, Texas	$84.4M	+$8.23M	2	0.7%	Increased
180	BNP Paribas Asset Management Paris, France	$83.3M	+$101K	1	0.64%	Increased
181	USSCPF United States Steel & Carnegie Pension Fund New York	$82.5M	+$18.3M	1	1.83%	Increased
182	MLICM Metropolitan Life Insurance Company (MetLife) New York	$81.8M	-$3.95M	2	0.57%	Reduced
183	I.G. Investment Management Winnipeg, Manitoba, Canada	$81.7M	-$4.17M	1	0.28%	Reduced
184	MVP Miller Value Partners Sarasota, Florida	$80M	-$4.13M	1	3.07%	Reduced
185	Factory Mutual Insurance Waltham, Massachusetts	$79.6M	$0	1	1.09%	Maintained
186	Glenmede Trust Philadelphia, Pennsylvania	$79.3M	+$9.14M	3	0.71%	Increased
187	FTCM Fir Tree Capital Management New York	$79.2M	-$142M	1	0.86%	Reduced
188	TAM Tiverton Asset Management Wilimington, Delaware	$79.2M	$0	1	1.77%	Maintained
189	Stifel Financial St. Louis, Missouri	$79.2M	-$6.31M	2	0.71%	Reduced
190	Everett Harris & Co Los Angeles, California	$79.2M	+$1.82M	1	2.92%	Increased
191	Korea Investment Corp Seoul, South Korea	$77.9M	+$12.6M	1	0.65%	Increased
192	LCS Levin Capital Strategies New York	$77.7M	-$28.1M	1	1.2%	Reduced
193	Nordea Investment Management Stockholm, Sweden	$76.7M	-$23.5M	1	0.32%	Reduced
194	ACI AMP Capital Investors Sydney, Australia	$75.7M	+$9.5M	1	0.47%	Increased
195	SC Stralem & Co New York	$75.3M	-$8.98M	1	2.56%	Reduced
196	Madison Investment Holdings Madison, Wisconsin	$73.2M	-$9.06M	1	1.5%	Reduced
197	Rockefeller Financial Services New York	$72.2M	-$1.73M	1	1.62%	Reduced
198	BB&T Securities Richmond, Virginia	$71.5M	+$82.1K	1	1.7%	Increased
199	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$70.9M	+$79.5K	1	4.14%	Increased
200	Crawford Investment Counsel Atlanta, Georgia	$70.6M	-$2.09M	1	2.5%	Reduced