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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	USAA United Services Automobile Association San Antonio, Texas	$236M	-$15M	1	0.65%	Reduced
52	California Public Employees Retirement System Sacramento, California	$228M	+$2.93M	2	0.31%	Increased
53	Bessemer Group Woodbridge, New Jersey	$217M	+$1.97M	1	0.84%	Increased
54	HSBC Holdings London, United Kingdom	$217M	+$69.8M	1	0.31%	Increased
55	First Trust Advisors Wheaton, Illinois	$197M	-$19M	2	0.47%	Reduced
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$196M	-$2.13M	1	0.34%	Reduced
57	Causeway Capital Management Los Angeles, California	$194M	-$44.2M	1	2.06%	Reduced
58	HBK Investments Dallas, Texas	$192M	+$176M	1	1.49%	Increased
59	Susquehanna International Group Bala Cynwyd, Pennsylvania	$192M	-$103M	3	0.07%	Reduced
60	Teachers Advisors New York	$185M	+$22M	3	0.24%	Increased
61	Bank of Montreal Toronto, Ontario, Canada	$180M	+$52.1M	2	0.16%	Increased
62	RhumbLine Advisers Boston, Massachusetts	$178M	+$3.12M	3	0.36%	Increased
63	Epoch Investment Partners New York	$174M	-$146M	1	0.58%	Reduced
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$172M	+$1.13M	3	0.35%	Increased
65	Stifel Financial St. Louis, Missouri	$163M	-$23.3M	2	0.52%	Reduced
66	Barclays London, United Kingdom	$162M	+$11.4M	3	0.13%	Increased
67	Two Sigma Investments New York	$162M	+$144M	2	0.53%	Increased
68	New York State Teachers Retirement System (NYSTRS) Albany, New York	$154M	-$335K	1	0.37%	Reduced
69	Nordea Investment Management Stockholm, Sweden	$154M	-$208M	1	0.36%	Reduced
70	Fidelity International Hamilton, Bermuda	$153M	-$23.2M	1	0.42%	Reduced
71	Allianz Asset Management Munich, Germany	$151M	-$60.2M	1	0.12%	Reduced
72	Asset Management One Tokyo, Japan	$151M	-$2.64M	1	0.33%	Reduced
73	Prudential Financial Newark, New Jersey	$149M	-$2.02M	3	0.2%	Reduced
74	Raymond James & Associates St Petersburg, Florida	$147M	-$6.34M	2	0.27%	Reduced
75	Principal Financial Group Des Moines, Iowa	$147M	+$3.1M	2	0.14%	Increased