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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$61.4M	+$12.6M	1	1.28%	Increased
177	Renaissance Technologies New York	$61.1M	+$64.3M	2	0.14%	Increased
178	CC Coastland Capital Palo Alto, California	$61.1M	+$57M	1	1.65%	Increased
179	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$60.7M	-$33.5M	1	1.55%	Reduced
180	Retirement Systems of Alabama Montgomery, Alabama	$60.4M	+$540K	1	0.33%	Increased
181	BB&T Securities Richmond, Virginia	$60.1M	-$1.98M	1	1.28%	Reduced
182	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$59.5M	-$2.53M	1	0.87%	Reduced
183	MLICM Metropolitan Life Insurance Company (MetLife) New York	$58.8M	-$4.72M	2	0.41%	Reduced
184	M&T Bank Buffalo, New York	$58.5M	-$2.14M	2	0.35%	Reduced
185	H Hexavest Montreal, Quebec, Canada	$57.2M	-$2.01M	1	0.95%	Reduced
186	Envestnet Asset Management Chicago, Illinois	$56.7M	+$3.83M	2	0.27%	Increased
187	Winton Group London, United Kingdom	$56.4M	-$18.3M	1	0.52%	Reduced
188	JCI Jet Capital Investors New York	$56.4M	+$61.4M	1	2.49%	New
189	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$55.8M	-$3.89M	1	0.66%	Reduced
190	Edmond de Rothschild Holding Chambesy, Switzerland	$55.7M	+$60.7M	1	1.2%	New
191	Teacher Retirement System of Texas Austin, Texas	$55.4M	-$8.31M	2	0.42%	Reduced
192	ACM Atlanta Capital Management Atlanta, Georgia	$55.3M	-$7.26M	1	0.38%	Reduced
193	Seizert Capital Partners Birmingham, Michigan	$55.2M	+$1.1M	1	1.41%	Increased
194	SG Americas Securities New York	$55M	+$1.81M	1	0.36%	Increased
195	PRCM Pine River Capital Management Minnetonka, Minnesota	$54.1M	+$58.2M	1	0.59%	Increased
196	Tocqueville Asset Management New York	$53.6M	+$6.51M	2	0.63%	Increased
197	MVP Miller Value Partners Sarasota, Florida	$53.5M	$0	1	1.85%	Maintained
198	Edmond de Rothschild Asset Management (France) Paris, France	$53.1M	+$57.9M	1	1.43%	New
199	MAM Marketfield Asset Management New York	$52.7M	+$57.4M	1	1.84%	New
200	ACI AMP Capital Investors Sydney, Australia	$51.7M	-$4.62M	1	0.34%	Reduced