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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	AllianceBernstein Nashville, Tennessee	$231M	-$26.3M	2	0.16%	Reduced
52	D.E. Shaw & Co New York	$221M	-$1.42M	2	0.29%	Reduced
53	New York State Common Retirement Fund Albany, New York	$218M	-$15.3M	3	0.27%	Reduced
54	Bessemer Group Woodbridge, New Jersey	$204M	-$286K	1	0.79%	Reduced
55	California Public Employees Retirement System Sacramento, California	$204M	+$5.11M	3	0.28%	Increased
56	Millennium Management New York	$185M	+$93.6M	3	0.24%	Increased
57	Causeway Capital Management Los Angeles, California	$184M	+$7.08M	1	1.86%	Increased
58	Teachers Advisors New York	$174M	+$8.57M	2	0.22%	Increased
59	Barclays London, United Kingdom	$174M	-$9.28M	3	0.15%	Reduced
60	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$171M	+$2.47M	1	0.29%	Increased
61	First Trust Advisors Wheaton, Illinois	$163M	+$4.89M	2	0.34%	Increased
62	Stifel Financial St. Louis, Missouri	$162M	+$13.8M	2	0.5%	Increased
63	Raymond James & Associates St Petersburg, Florida	$156M	+$13.5M	2	0.26%	Increased
64	RhumbLine Advisers Boston, Massachusetts	$152M	-$1.74M	2	0.31%	Reduced
65	Credit Suisse Zurich, Switzerland	$148M	-$22.2M	2	0.15%	Reduced
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$146M	+$696K	2	0.3%	Increased
67	Antipodes Partners Royal Exchange, Australia	$143M	-$5.66M	1	6.79%	Reduced
68	Putnam Investments Boston, Massachusetts	$141M	+$78.6M	1	0.32%	Increased
69	CIBC Private Wealth Group Atlanta, Georgia	$139M	+$4.98M	2	0.57%	Increased
70	USAA United Services Automobile Association San Antonio, Texas	$138M	-$59M	1	0.37%	Reduced
71	Asset Management One Tokyo, Japan	$136M	+$2.2M	1	0.3%	Increased
72	Epoch Investment Partners New York	$135M	-$10.2M	1	0.42%	Reduced
73	New York State Teachers Retirement System (NYSTRS) Albany, New York	$129M	-$7.02M	1	0.31%	Reduced
74	Schroder Investment Management Group London, United Kingdom	$119M	-$1.99M	1	0.21%	Reduced
75	Principal Financial Group Des Moines, Iowa	$118M	-$318K	1	0.11%	Reduced