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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	Manning & Napier Advisors Fairport, New York	$265M	+$282M	1	1.43%	Increased
52	Parametric Portfolio Associates Seattle, Washington	$265M	+$77M	2	0.52%	Increased
53	VVP Vulcan Value Partners Birmingham, Alabama	$264M	+$209M	1	2.56%	Increased
54	Baillie Gifford & Co Edinburgh, United Kingdom	$255M	+$20.7M	1	0.5%	Increased
55	D.E. Shaw & Co New York	$255M	+$164M	2	0.38%	Increased
56	Flossbach Von Storch Cologne, Germany	$245M	+$9.62M	1	4.27%	Increased
57	Millennium Management New York	$243M	+$234M	3	0.47%	Increased
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$238M	+$6.46M	1	0.46%	Increased
59	PGGM Investments Zeist, Netherlands	$234M	+$5.54M	1	1.27%	Increased
60	Swedbank Stockholm, Sweden	$232M	-$9.22M	1	1.92%	Reduced
61	UBS Group Zurich, Switzerland	$232M	-$379M	3	0.16%	Reduced
62	BlackRock New York	$226M	-$13.2M	2	0.35%	Reduced
63	Royal Bank of Canada Toronto, Ontario, Canada	$225M	-$27.1M	2	0.17%	Reduced
64	California Public Employees Retirement System Sacramento, California	$224M	-$23M	3	0.38%	Reduced
65	PNC Financial Services Group Pittsburgh, Pennsylvania	$219M	-$25.9M	3	0.26%	Reduced
66	Lazard Asset Management New York	$212M	+$9.47M	1	0.51%	Increased
67	Allianz Asset Management Munich, Germany	$196M	+$4.13M	1	0.23%	Increased
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$193M	+$1.79M	1	0.47%	Increased
69	Thornburg Investment Management Santa Fe, New Mexico	$192M	-$1.16M	1	1.2%	Reduced
70	HSBC Holdings London, United Kingdom	$183M	+$19.3M	1	0.46%	Increased
71	Dimensional Fund Advisors Austin, Texas	$181M	+$52.9M	2	0.12%	Increased
72	Causeway Capital Management Los Angeles, California	$178M	+$56M	1	3.59%	Increased
73	LSV Asset Management Chicago, Illinois	$178M	-$1.12M	1	0.4%	Reduced
74	Susquehanna International Group Bala Cynwyd, Pennsylvania	$175M	+$68.8M	2	0.08%	Increased
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$167M	+$4.51M	2	0.44%	Increased