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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	Bessemer Group Woodbridge, New Jersey	$202M	+$15.5M	1	0.78%	Increased
52	Citigroup New York	$201M	+$191M	3	0.17%	Increased
53	California Public Employees Retirement System Sacramento, California	$196M	-$1.96M	3	0.28%	Reduced
54	USAA United Services Automobile Association San Antonio, Texas	$195M	-$11.2M	1	0.52%	Reduced
55	Barclays London, United Kingdom	$183M	+$48.2M	3	0.14%	Increased
56	Fidelity International Hamilton, Bermuda	$180M	+$55.4M	1	0.5%	Increased
57	Causeway Capital Management Los Angeles, California	$174M	+$7.17M	1	1.87%	Increased
58	Citadel Advisors Miami, Florida	$174M	-$97.6M	2	0.09%	Reduced
59	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$174M	+$147M	1	0.29%	Increased
60	Credit Suisse Zurich, Switzerland	$169M	-$127M	2	0.16%	Reduced
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$167M	-$3.31M	1	0.29%	Reduced
62	Bank of Montreal Toronto, Ontario, Canada	$165M	+$10.1M	2	0.15%	Increased
63	Teachers Advisors New York	$164M	+$5.1M	3	0.21%	Increased
64	First Trust Advisors Wheaton, Illinois	$156M	-$16.2M	2	0.36%	Reduced
65	HSBC Holdings London, United Kingdom	$154M	-$39.1M	1	0.23%	Reduced
66	RhumbLine Advisers Boston, Massachusetts	$152M	-$2.57M	3	0.32%	Reduced
67	Antipodes Partners Royal Exchange, Australia	$147M	+$86.6M	1	6.58%	Increased
68	Stifel Financial St. Louis, Missouri	$146M	+$6.31M	2	0.46%	Increased
69	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$144M	-$5.05M	3	0.31%	Reduced
70	Epoch Investment Partners New York	$143M	-$8.59M	1	0.51%	Reduced
71	Raymond James & Associates St Petersburg, Florida	$141M	+$15.8M	2	0.25%	Increased
72	Two Sigma Investments New York	$138M	-$2.92M	2	0.46%	Reduced
73	New York State Teachers Retirement System (NYSTRS) Albany, New York	$134M	+$975K	1	0.33%	Increased
74	Asset Management One Tokyo, Japan	$132M	+$1.35M	1	0.3%	Increased
75	CIBC Private Wealth Group Atlanta, Georgia	$132M	+$7.74M	2	0.57%	Increased