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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	United Capital Financial Advisors Irving, Texas	$36.4M	+$4.47M	1	0.28%	Increased
177	British Columbia Investment Management Victoria, British Columbia, Canada	$36.2M	-$3.73M	1	0.28%	Reduced
178	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$36.2M	+$34.4M	1	0.22%	Increased
179	TGA Trilogy Global Advisors Winter Park, Florida	$36M	-$54.4M	1	3.33%	Reduced
180	JP Morgan Private Wealth Advisors San Francisco, California	$35.2M	+$2.59M	1	0.24%	Increased
181	APG Asset Management Amsterdam, Netherlands	$35.2M	-$8.45M	1	0.07%	Reduced
182	Första AP-fonden Stockholm, Sweden	$35.1M	+$7.9M	1	1.22%	Increased
183	Aperio Group Sausalito, California	$34.8M	-$86.6K	2	0.17%	Reduced
184	Carillon Tower Advisers St. Petersburg, Florida	$34.5M	+$3.65M	1	0.27%	New
185	KBC Group Brussels, Belgium	$34.3M	-$10.5M	1	0.32%	Reduced
186	SoftBank Group Tokyo, Japan	$34.3M	$0	1	0.21%	Maintained
187	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$33.9M	+$35.8M	1	0.69%	New
188	Gotham Asset Management New York	$33M	+$10.1M	1	0.46%	Increased
189	Becker Capital Management Portland, Oregon	$32M	+$4.13M	1	1.06%	Increased
190	Advisors Capital Management Ridgewood, New Jersey	$31.7M	+$4.72M	1	2.39%	Increased
191	Glenmede Trust Philadelphia, Pennsylvania	$31.6M	$0	2	0.13%	Maintained
192	Tocqueville Asset Management New York	$30.1M	-$12M	1	0.38%	Reduced
193	Nomura Asset Management Tokyo, Japan	$29.9M	+$2.98M	2	0.33%	Increased
194	Capital Guardian Trust Los Angeles, California	$29.6M	+$4.55M	1	0.42%	Increased
195	Swiss Life Asset Management Zurich,	$29.3M	+$12.3M	1	0.51%	Increased
196	Zacks Investment Management Chicago, Illinois	$29.1M	+$521K	1	0.65%	Increased
197	Nisa Investment Advisors St. Louis, Missouri	$29M	-$2.47M	2	0.3%	Reduced
198	AGA Altrinsic Global Advisors Stamford, Connecticut	$28.5M	+$3.84M	1	1.15%	Increased
199	Carson Wealth (CWM LLC) Omaha, Nebraska	$28.4M	-$498K	2	1.13%	Reduced
200	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$28.2M	+$1.39M	1	0.66%	Increased