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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	Putnam Investments Boston, Massachusetts	$179M	-$1.55M	1	0.47%	Reduced
52	Causeway Capital Management Los Angeles, California	$179M	+$21.7M	1	2.13%	Increased
53	Stifel Financial St. Louis, Missouri	$174M	+$15.1M	2	0.56%	Increased
54	Deutsche Bank Frankfurt Am Main Ge, Germany	$170M	-$214M	3	0.12%	Reduced
55	Laurion Capital Management New York	$166M	+$177M	1	2.94%	Increased
56	California Public Employees Retirement System Sacramento, California	$164M	-$21.7M	3	0.23%	Reduced
57	Raymond James & Associates St Petersburg, Florida	$150M	-$7.99M	2	0.26%	Reduced
58	Teachers Advisors New York	$149M	-$53.7M	2	0.21%	Reduced
59	CIBC Private Wealth Group Atlanta, Georgia	$142M	+$2.84M	1	0.63%	Increased
60	Antipodes Partners Royal Exchange, Australia	$142M	+$25.6M	1	7.03%	Increased
61	Asset Management One Tokyo, Japan	$132M	-$3.2M	1	0.31%	Reduced
62	Credit Suisse Zurich, Switzerland	$131M	-$25.5M	2	0.14%	Reduced
63	First Trust Advisors Wheaton, Illinois	$128M	-$10.8M	2	0.3%	Reduced
64	RhumbLine Advisers Boston, Massachusetts	$124M	-$20.4M	2	0.27%	Reduced
65	OppenheimerFunds New York	$123M	+$13.2M	1	0.18%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$122M	-$27.8M	2	0.28%	Reduced
67	USAA United Services Automobile Association San Antonio, Texas	$122M	-$15.7M	1	0.35%	Reduced
68	Schroder Investment Management Group London, United Kingdom	$121M	+$8.12M	1	0.22%	Increased
69	Parnassus Investments San Francisco, California	$120M	-$164M	1	0.52%	Reduced
70	American Century Companies Kansas City, Missouri	$119M	+$25.1M	1	0.14%	Increased
71	HP Holowesko Partners Nassau, Bahamas	$117M	+$7.23M	1	9.69%	Increased
72	Citadel Advisors Miami, Florida	$112M	-$149M	2	0.06%	Reduced
73	Adage Capital Partners Boston, Massachusetts	$112M	-$4.14M	2	0.31%	Reduced
74	Fidelity International Hamilton, Bermuda	$106M	+$12M	2	0.19%	Increased
75	Russell Investments Group London, United Kingdom	$105M	+$42.6M	2	0.23%	Increased