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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	MLICM Metropolitan Life Insurance Company (MetLife) New York	$69.1M	-$1.34M	2	0.51%	Reduced
177	Prudential plc London, England, United Kingdom	$68.8M	-$150M	1	0.3%	Reduced
178	BB&T Securities Richmond, Virginia	$68.6M	+$1.56M	1	1.5%	Increased
179	ACM Atlanta Capital Management Atlanta, Georgia	$68.6M	-$75.9M	1	0.47%	Reduced
180	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$68.4M	-$3.37M	1	0.96%	Reduced
181	Westwood Holdings Group Dallas, Texas	$67.7M	+$7.41M	1	0.52%	Increased
182	Fred Alger Management New York	$66.7M	+$66.1M	1	0.3%	Increased
183	M&T Bank Buffalo, New York	$66.7M	-$467K	2	0.42%	Reduced
184	Retirement Systems of Alabama Montgomery, Alabama	$66.3M	-$3.45M	1	0.36%	Reduced
185	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$65.8M	-$9.35M	1	0.76%	Reduced
186	H Hexavest Montreal, Quebec, Canada	$65.4M	+$21.6M	1	1.04%	Increased
187	Raymond James & Associates St Petersburg, Florida	$64.5M	-$15.2M	3	0.28%	Reduced
188	Fifth Third Bancorp Cincinnati, Ohio	$62.4M	-$8.3M	2	0.54%	Reduced
189	ProShare Advisors Bethesda, Maryland	$61.6M	-$3.83M	2	0.73%	Reduced
190	ACI AMP Capital Investors Sydney, Australia	$61.5M	-$2.23M	2	0.37%	Reduced
191	Seizert Capital Partners Birmingham, Michigan	$60M	-$10.6M	1	1.51%	Reduced
192	MVP Miller Value Partners Sarasota, Florida	$59.2M	-$12.9M	1	2.07%	Reduced
193	JP Morgan Private Wealth Advisors San Francisco, California	$59.1M	-$3.4M	1	0.67%	Reduced
194	SG Americas Securities New York	$59.1M	-$50.3M	1	0.35%	Reduced
195	Envestnet Asset Management Chicago, Illinois	$58.6M	+$53.5M	2	0.3%	Increased
196	Saturna Capital Bellingham, Washington	$57.8M	+$7.96K	1	1.55%	Increased
197	Highbridge Capital Management New York	$57.8M	-$3.65M	1	0.8%	Reduced
198	Public Employees Retirement Association of Colorado Denver, Colorado	$57.5M	-$7.67M	1	0.47%	Reduced
199	AIG American International Group New York	$56.7M	-$180K	2	0.23%	Reduced
200	Cincinnati Financial Corp Fairfield, Ohio	$55.6M	$0	1	3.36%	Maintained