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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	NFA Nationwide Fund Advisors Columbus, Ohio	$45.9M	+$2.14M	3	0.2%	Increased
177	Seizert Capital Partners Birmingham, Michigan	$45.7M	-$7.06M	1	1.73%	Reduced
178	Edmond de Rothschild Asset Management (France) Paris, France	$44.7M	+$838K	2	2%	Increased
179	Retirement Systems of Alabama Montgomery, Alabama	$44.4M	+$6.43K	1	0.26%	Increased
180	Saturna Capital Bellingham, Washington	$43.6M	-$40.3K	1	1.39%	Reduced
181	Cincinnati Financial Corp Fairfield, Ohio	$43M	$0	1	2.43%	Maintained
182	MLICM Metropolitan Life Insurance Company (MetLife) New York	$41.8M	-$957K	1	0.31%	Reduced
183	DnB Asset Management Oslo, Norway	$41.3M	+$374K	1	0.88%	Increased
184	Envestnet Asset Management Chicago, Illinois	$40.8M	-$2.87M	1	0.16%	Reduced
185	Parallax Volatility Advisers San Francisco, California	$40.8M	-$1.8M	2	0.08%	Reduced
186	SG Americas Securities New York	$40.5M	-$32.8M	1	0.29%	Reduced
187	Societe Generale	$40.5M	+$39.8M	1	0.29%	New
188	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$40.1M	-$9.43K	1	0.45%	Reduced
189	AIG American International Group New York	$39.9M	-$3.8M	2	0.17%	Reduced
190	Rothschild & Co Asset Management US Stamford, Connecticut	$39.9M	-$7.25M	1	0.72%	Reduced
191	PAM Private Asset Management San Diego, California	$39.8M	+$656K	1	6.99%	Increased
192	Calamos Advisors Naperville, Illinois	$39.2M	+$19.4M	1	0.28%	Increased
193	Becker Capital Management Portland, Oregon	$39.1M	+$8.63M	1	1.6%	Increased
194	Millennium Management New York	$38.9M	-$74.5M	2	0.09%	Reduced
195	Employees Retirement System of Texas Austin, Texas	$38.9M	+$1.54M	2	0.53%	Increased
196	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$38.9M	-$1.85M	1	1.6%	Reduced
197	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$38.5M	-$2.8M	1	0.78%	Reduced
198	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$38.3M	+$19.8K	1	4.01%	Increased
199	CCMH Cornerstone Capital Management Holdings New York	$38M	+$11.5M	1	0.31%	Increased
200	BNP Paribas Financial Markets Paris, France	$37.7M	-$11.3M	2	0.17%	Reduced