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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
51	ClearBridge Investments New York	$353M	-$5.53M	1	0.49%	Reduced
52	Eaton Vance Management Boston, Massachusetts	$351M	-$5.75M	1	1.05%	Reduced
53	HSBC Holdings London, United Kingdom	$332M	+$26.5M	1	0.91%	Increased
54	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$327M	+$64.7M	1	0.93%	Increased
55	Royal Bank of Canada Toronto, Ontario, Canada	$323M	+$86.2M	3	0.25%	Increased
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$316M	+$3.05M	1	0.68%	Increased
57	Soroban Capital Partners New York	$309M	-$43.3M	1	3.5%	Reduced
58	Citigroup New York	$299M	+$5.16M	3	0.28%	Increased
59	California Public Employees Retirement System Sacramento, California	$298M	+$3.24M	3	0.55%	Increased
60	Massachusetts Financial Services Boston, Massachusetts	$298M	-$41.9M	1	0.18%	Reduced
61	Polen Capital Management Boca Raton, Florida	$291M	-$18.4M	1	6.7%	Reduced
62	Cornerstone Investment Partners Atlanta, Georgia	$289M	+$108K	1	4.14%	Increased
63	Prudential Financial Newark, New Jersey	$288M	-$23.1M	1	0.61%	Reduced
64	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$283M	+$16.6M	1	0.76%	Increased
65	BlackRock New York	$280M	-$26.4M	3	0.53%	Reduced
66	I.G. Investment Management Winnipeg, Manitoba, Canada	$279M	-$19.4M	1	1.06%	Reduced
67	Janus Henderson Investors US Denver, Colorado	$276M	+$45.6M	1	0.27%	Increased
68	Maverick Capital Dallas, Texas	$272M	-$34.9M	1	3.69%	Reduced
69	Alkeon Capital Management New York	$269M	-$80.3M	1	5.24%	Reduced
70	WP Wedgewood Partners St Louis, Missouri	$269M	+$19.8M	1	6.44%	Increased
71	Lazard Asset Management New York	$268M	-$95.6M	1	0.64%	Reduced
72	FTCM Fir Tree Capital Management New York	$264M	-$157M	1	3.61%	Reduced
73	Egerton Capital (UK) London, United Kingdom	$262M	+$255M	1	4.79%	New
74	New York State Teachers Retirement System (NYSTRS) Albany, New York	$252M	-$5.65M	1	0.69%	Reduced
75	Winslow Capital Management Minneapolis, Minnesota	$244M	-$351M	1	0.79%	Reduced