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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	Creative Planning Overland Park, Kansas	$85.2M	+$6.79M	2	0.07%	Increased
177	Royal London Asset Management United Kingdom	$84.8M	-$2.45M	1	0.18%	Reduced
178	Cerity Partners New York	$83.4M	-$6.66M	2	0.14%	Reduced
179	Luther King Capital Management (LKCM) Fort Worth, Texas	$82.6M	-$10.3M	1	0.34%	Reduced
180	Lansforsakringar Fondforvaltning Stockholm, Sweden	$82.3M	-$4.7M	1	0.43%	Reduced
181	Asset Management One Tokyo, Japan	$81.5M	+$752K	2	0.24%	Increased
182	Zacks Investment Management Chicago, Illinois	$81.2M	-$20.8M	1	0.65%	Reduced
183	Corient Private Wealth Miami, Florida	$80.4M	-$20.4M	1	0.13%	Reduced
184	Zurich Cantonal Bank Zurich, Switzerland	$80.1M	-$6.17M	2	0.18%	Reduced
185	Fort Washington Investment Advisors Cincinnati, Ohio	$79.7M	+$3.4M	1	0.43%	Increased
186	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$79.1M	-$1.46M	1	0.25%	Reduced
187	Bank of Nova Scotia Toronto, Ontario, Canada	$78.7M	+$12.4M	1	0.14%	Increased
188	Commerzbank Aktiengesellschaft Frankfurt, Germany	$78.7M	+$1.27M	1	1.63%	Increased
189	Todd Asset Management Louisville, Kentucky	$76.2M	-$3.18M	1	1.54%	Reduced
190	Seizert Capital Partners Birmingham, Michigan	$75.6M	+$14M	1	3.28%	Increased
191	NEOS Investment Management Westport, Connecticut	$75.4M	+$27.1M	1	0.56%	Increased
192	Swiss Life Asset Management Zurich,	$75.3M	-$8M	1	0.39%	Reduced
193	D.A. Davidson & Co Great Falls, Montana	$74.4M	+$2.19M	2	0.48%	Increased
194	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$73.8M	-$2.75M	1	0.56%	Reduced
195	ORIO Old Republic International (ORI) Chicago, Illinois	$73.5M	$0	1	2.73%	Maintained
196	Advisors Capital Management Ridgewood, New Jersey	$73.3M	+$1.15M	1	0.91%	Increased
197	Osaic Holdings Scottsdale, Arizona	$71.1M	+$4M	4	0.1%	Increased
198	Cincinnati Insurance Fairfield, Ohio	$71.1M	$0	1	1.1%	Maintained
199	F FIFTHDELTA London, United Kingdom	$70.6M	+$3.82M	1	22.09%	Increased
200	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$70.4M	+$20.3M	1	0.64%	Increased