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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	Glenmede Investment Management Philadelphia, Pennsylvania	$77.8M	+$71.9M	1	0.39%	New
177	Asset Management One Tokyo, Japan	$77.2M	+$1.89M	2	0.24%	Increased
178	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$77.1M	-$2.44M	2	0.26%	Reduced
179	Todd Asset Management Louisville, Kentucky	$76.2M	+$458K	1	1.64%	Increased
180	Massachusetts Financial Services Boston, Massachusetts	$75.7M	-$150M	1	0.02%	Reduced
181	Creative Planning Overland Park, Kansas	$74.5M	-$777K	2	0.06%	Reduced
182	Commerzbank Aktiengesellschaft Frankfurt, Germany	$74M	-$28.8M	1	1.7%	Reduced
183	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$73.5M	+$1.08M	1	0.59%	Increased
184	Bahl & Gaynor Cincinnati, Ohio	$73.3M	-$48.4M	1	0.37%	Reduced
185	Fort Washington Investment Advisors Cincinnati, Ohio	$72.9M	+$375K	1	0.42%	Increased
186	Jericho Capital Asset Management New York	$72.6M	+$58.3M	1	0.97%	New
187	ORIO Old Republic International (ORI) Chicago, Illinois	$70.4M	$0	1	2.76%	Maintained
188	Boston Partners Boston, Massachusetts	$69.9M	+$19.7M	1	0.08%	Increased
189	William Blair & Company Chicago, Illinois	$69.8M	-$31.2M	1	0.19%	Reduced
190	Advisors Capital Management Ridgewood, New Jersey	$69M	-$2.33M	1	0.95%	Reduced
191	D.A. Davidson & Co Great Falls, Montana	$69M	+$1.03M	2	0.49%	Increased
192	Cincinnati Insurance Fairfield, Ohio	$68.1M	$0	1	1.15%	Maintained
193	Fuller & Thaler Asset Management San Mateo, California	$67.2M	+$5.64M	1	0.25%	Increased
194	Natixis Paris, France	$67.1M	+$42.4M	1	0.3%	Increased
195	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$66.7M	-$14.1M	1	0.53%	Reduced
196	Candriam SCA Strassen, Luxembourg, Luxembourg	$66.6M	-$924K	1	0.38%	Reduced
197	MN Services Vermogensbeheer The Hague, Netherlands	$65.8M	+$191K	1	0.46%	Increased
198	CIBC Asset Management Toronto, Ontario, Canada	$65.4M	+$1.46M	1	0.2%	Increased
199	Quantinno Capital Management New York	$65.2M	-$586K	2	0.28%	Reduced
200	Osaic Holdings Scottsdale, Arizona	$65.1M	+$4.91M	4	0.12%	Increased