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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	New York State Common Retirement Fund Albany, New York	$405M	-$14.1M	1	0.6%	Reduced
52	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$401M	+$12.5M	1	1.09%	Increased
53	Prudential plc London, England, United Kingdom	$396M	+$11.4M	1	1.64%	Increased
54	Parnassus Investments San Francisco, California	$392M	+$81.8M	1	3.35%	Increased
55	Arrowstreet Capital Boston, Massachusetts	$392M	+$18.2M	1	2.1%	Increased
56	Loomis, Sayles & Company Boston, Massachusetts	$391M	+$39M	1	1.15%	Increased
57	BlackRock New York	$382M	+$1.88M	2	0.56%	Increased
58	Artisan Partners Milwaukee, Wisconsin	$381M	+$390M	1	0.68%	New
59	Cornerstone Investment Partners Atlanta, Georgia	$376M	+$57M	1	4.19%	Increased
60	Harris Associates Chicago, Illinois	$365M	+$78.7M	1	0.6%	Increased
61	Prudential Financial Newark, New Jersey	$365M	-$30.2M	1	0.69%	Reduced
62	Royal Bank of Canada Toronto, Ontario, Canada	$362M	-$20.8M	2	0.25%	Reduced
63	BlackRock Advisors Wilmington, Delaware	$362M	+$24.8M	3	0.36%	Increased
64	Macquarie Group Sydney, NSW 2000, Australia	$340M	-$13.8M	1	0.73%	Reduced
65	AllianceBernstein Nashville, Tennessee	$336M	+$13.5M	2	0.28%	Increased
66	Russell Frank Company Seattle, Washington	$332M	-$72.4M	2	0.59%	Reduced
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$316M	-$1.95M	1	0.63%	Reduced
68	Allianz Asset Management Munich, Germany	$310M	-$81.1M	2	0.37%	Reduced
69	APG Asset Management Amsterdam, Netherlands	$293M	+$43.9M	1	0.59%	Increased
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$293M	-$32.5M	1	0.71%	Reduced
71	Panagora Asset Management Boston, Massachusetts	$293M	+$28M	1	1.42%	Increased
72	HSBC Holdings London, United Kingdom	$283M	-$2.86M	1	0.59%	Reduced
73	Boston Partners Boston, Massachusetts	$283M	+$16.6M	1	0.46%	Increased
74	Charles Schwab San Francisco, California	$280M	+$7.54M	2	0.46%	Increased
75	Parametric Portfolio Associates Seattle, Washington	$277M	-$4.44M	2	0.61%	Reduced