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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
201	Osaic Holdings Scottsdale, Arizona	$67.5M	-$6.91M	4	0.1%	Reduced
202	MCO MAK Capital One New York	$67.4M	+$67.5M	1	7.42%	New
203	Boston Partners Boston, Massachusetts	$66.2M	-$2.99M	1	0.07%	Reduced
204	Mackenzie Financial Toronto Ontario, Ontario, Canada	$66.2M	-$79.1M	2	0.08%	Reduced
205	Welch Group Birmingham, Alabama	$66.1M	+$446K	1	2.55%	Increased
206	State of New Jersey Common Pension Fund D Trenton, New Jersey	$64.6M	-$2.11M	2	0.23%	Reduced
207	Ninety One (UK) London, United Kingdom	$64.5M	+$26.2M	1	0.14%	Increased
208	Teacher Retirement System of Texas Austin, Texas	$63.7M	-$8.17M	1	0.22%	Reduced
209	Carnegie Investment Counsel Pepper Pike, Ohio	$62.8M	+$3.39M	1	1.16%	Increased
210	Vinva Investment Management Sydney, Australia	$61.8M	+$25.6M	1	0.77%	Increased
211	MAI Capital Management Independence, Ohio	$61.8M	+$1.9M	2	0.36%	Increased
212	SFG Sather Financial Group Victoria, Texas	$61.3M	-$409K	1	3.3%	Reduced
213	United Capital Financial Advisors Irving, Texas	$61.2M	+$455K	1	0.37%	Increased
214	Tidal Investments Milwaukee, Wisconsin	$61.1M	+$23.5M	2	0.15%	Increased
215	Daiwa Securities Group Tokyo, Japan	$60.9M	+$1.58M	2	0.19%	Increased
216	Construction & Building Unions Superannuation Fund Melbourne, Australia	$60.9M	+$58.8M	1	0.85%	Increased
217	Fifth Third Bancorp Cincinnati, Ohio	$60.8M	-$3.06M	1	0.19%	Reduced
218	CCM Compass Capital Management Minneapolis, Minnesota	$60.8M	-$3.45M	1	3.38%	Reduced
219	Fuller & Thaler Asset Management San Mateo, California	$60.1M	-$21M	1	0.2%	Reduced
220	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$60M	+$222K	1	0.15%	Increased
221	Capital Investment Advisors Atlanta, Georgia	$59.9M	+$1.03M	1	0.91%	Increased
222	Vontobel Holding Zurich, Switzerland	$59.9M	+$7.76M	2	0.19%	Increased
223	Commerzbank Aktiengesellschaft Frankfurt, Germany	$59.8M	-$21.1M	1	1.22%	Reduced
224	Penserra Capital Management Orinda, California	$59.2M	+$6.66M	1	0.7%	Increased
225	Huntington National Bank Columbus, Ohio	$58.7M	+$1.27M	3	0.35%	Increased