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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	$283M	+$4.74M	3	0.34%	Increased
52	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$259M	-$70.3M	1	1.76%	Reduced
53	Teachers Advisors New York	$252M	+$26.1M	2	0.3%	Increased
54	Allianz Asset Management Munich, Germany	$252M	+$105M	1	0.23%	Increased
55	Axa Paris, France	$251M	-$59M	3	0.92%	Reduced
56	Two Sigma Advisers New York	$246M	+$150M	2	0.6%	Increased
57	California Public Employees Retirement System Sacramento, California	$233M	-$25.7M	3	0.3%	Reduced
58	Putnam Investments Boston, Massachusetts	$229M	+$44.2M	1	0.49%	Increased
59	Bessemer Group Woodbridge, New Jersey	$221M	-$37.6M	1	0.82%	Reduced
60	Stifel Financial St. Louis, Missouri	$201M	-$4.96M	2	0.58%	Reduced
61	Causeway Capital Management Los Angeles, California	$201M	-$32M	1	2.02%	Reduced
62	Raymond James & Associates St Petersburg, Florida	$199M	-$1.36M	2	0.31%	Reduced
63	Credit Suisse Zurich, Switzerland	$196M	+$5.8M	2	0.18%	Increased
64	Two Sigma Investments New York	$190M	+$102M	2	0.52%	Increased
65	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$187M	+$31.9K	2	0.36%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$180M	-$12.6M	2	0.35%	Reduced
67	CIBC Private Wealth Group Atlanta, Georgia	$177M	-$913K	1	0.67%	Reduced
68	First Trust Advisors Wheaton, Illinois	$175M	-$31.2M	2	0.33%	Reduced
69	USAA United Services Automobile Association San Antonio, Texas	$173M	-$3.57M	1	0.43%	Reduced
70	Asset Management One Tokyo, Japan	$171M	-$3.04M	1	0.35%	Reduced
71	Barclays London, United Kingdom	$160M	-$56.7M	3	0.11%	Reduced
72	New York State Teachers Retirement System (NYSTRS) Albany, New York	$155M	-$9.73M	1	0.36%	Reduced
73	Antipodes Partners Royal Exchange, Australia	$150M	-$30.8M	1	6.95%	Reduced
74	Principal Financial Group Des Moines, Iowa	$146M	-$4.81M	1	0.13%	Reduced
75	Adage Capital Partners Boston, Massachusetts	$146M	+$3.6M	2	0.32%	Increased