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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	BRC Blue Ridge Capital New York	$44.6M	+$25M	1	0.54%	Increased
177	Edmond de Rothschild Holding Chambesy, Switzerland	$43.7M	-$4.5M	2	1.39%	Reduced
178	ACI AMP Capital Investors Sydney, Australia	$43.5M	-$1.25M	1	0.29%	Reduced
179	JP Morgan Private Wealth Advisors San Francisco, California	$43.2M	+$1.36M	1	0.41%	Increased
180	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$43.2M	+$1.67M	1	0.43%	Increased
181	Nordea Investment Management Stockholm, Sweden	$42.6M	-$6.75M	1	0.13%	Reduced
182	Retirement Systems of Alabama Montgomery, Alabama	$42.4M	-$7.74M	1	0.25%	Reduced
183	Edmond de Rothschild Asset Management (France) Paris, France	$41.9M	-$4.4M	2	1.82%	Reduced
184	Envestnet Asset Management Chicago, Illinois	$41.8M	+$4.51M	1	0.18%	Increased
185	AIG American International Group New York	$41.7M	+$1.18M	2	0.16%	Increased
186	NFA Nationwide Fund Advisors Columbus, Ohio	$41.7M	-$990K	3	0.18%	Reduced
187	Saturna Capital Bellingham, Washington	$41.6M	-$85.3K	1	1.33%	Reduced
188	Cincinnati Financial Corp Fairfield, Ohio	$41M	$0	1	2.42%	Maintained
189	MLICM Metropolitan Life Insurance Company (MetLife) New York	$40.8M	-$1.01M	1	0.31%	Reduced
190	Parallax Volatility Advisers San Francisco, California	$40.7M	+$38.5M	1	0.09%	Increased
191	Great Lakes Advisors Chicago, Illinois	$40.5M	+$10.4M	1	1.11%	Increased
192	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$39.5M	-$8.99M	1	0.79%	Reduced
193	DnB Asset Management Oslo, Norway	$39.1M	-$17.8M	1	0.82%	Reduced
194	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$38.9M	-$16.7M	1	1.57%	Reduced
195	GH GAM Holding Zurich, Switzerland	$38.6M	+$8.84M	1	0.64%	Increased
196	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$38.3M	+$3.2M	1	0.4%	Increased
197	PAM Private Asset Management San Diego, California	$37.3M	-$557K	1	6.76%	Reduced
198	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$36.8M	+$8.36M	1	0.48%	Increased
199	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$36.6M	+$3.16M	1	3.95%	Increased
200	DF Dent & Co Baltimore, Maryland	$36.4M	-$901K	1	1.06%	Reduced