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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	APG Asset Management Amsterdam, Netherlands	$63.9M	-$5.74M	1	0.2%	Reduced
177	William Blair & Company Chicago, Illinois	$62.7M	-$8.18M	1	0.18%	Reduced
178	Asset Management One Tokyo, Japan	$62M	-$592K	2	0.18%	Reduced
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$62M	-$507K	1	0.2%	Reduced
180	Commonwealth Equity Services Waltham, Massachusetts	$61.8M	-$2.22M	4	0.09%	Reduced
181	Zacks Investment Management Chicago, Illinois	$61.6M	-$645K	1	0.49%	Reduced
182	Zurich Cantonal Bank Zurich, Switzerland	$61.3M	-$770K	2	0.13%	Reduced
183	Luther King Capital Management (LKCM) Fort Worth, Texas	$60.2M	-$2.8M	1	0.26%	Reduced
184	OFI Invest Asset Management Paris, France	$59.6M	+$63.5M	2	0.79%	Increased
185	Macquarie Group Sydney, NSW 2000, Australia	$59.4M	+$25.7M	1	0.35%	Increased
186	Advisors Capital Management Ridgewood, New Jersey	$59.3M	+$1.78M	1	0.69%	Increased
187	D.A. Davidson & Co Great Falls, Montana	$59.2M	+$256K	2	0.36%	Increased
188	Crossmark Global Holdings Houston, Texas	$58.8M	+$3.31M	1	0.87%	Increased
189	Nissay Asset Management Tokyo, Japan	$58.3M	+$6.74M	1	0.31%	Increased
190	Nomura Asset Management Tokyo, Japan	$57.4M	-$15.5M	2	0.15%	Reduced
191	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$57.1M	+$13.5M	1	0.15%	Increased
192	TGIA Torrey Growth & Income Advisors Del Mar, California	$56.4M	-$248K	1	23.64%	Reduced
193	Seizert Capital Partners Birmingham, Michigan	$56.4M	-$1.27M	1	2.59%	Reduced
194	Fjarde Ap-fonden Stockholm, Sweden	$56.3M	+$21.6M	1	0.31%	Increased
195	Osaic Holdings Scottsdale, Arizona	$55.1M	+$4.89M	4	0.08%	Increased
196	Cincinnati Insurance Fairfield, Ohio	$55.1M	$0	1	0.83%	Maintained
197	MN Services Vermogensbeheer The Hague, Netherlands	$54.8M	-$467K	1	0.36%	Reduced
198	SSM Sound Shore Management Greenwich, Connecticut	$54.7M	-$24M	1	1.83%	Reduced
199	CIBC World Market Toronto, Ontario, Canada	$54.5M	-$14.6M	1	0.09%	Reduced
200	Capital Investment Advisors Atlanta, Georgia	$54.2M	+$10.3M	1	0.79%	Increased