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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	Allianz Asset Management Munich, Germany	$163M	-$45.8M	2	0.16%	Reduced
52	AllianceBernstein Nashville, Tennessee	$163M	-$135M	2	0.11%	Reduced
53	First Trust Advisors Wheaton, Illinois	$152M	+$22.5M	2	0.3%	Increased
54	CIBC Private Wealth Group Atlanta, Georgia	$152M	+$8.81M	1	0.59%	Increased
55	Teachers Advisors New York	$142M	-$7.26M	2	0.17%	Reduced
56	HP Holowesko Partners Nassau, Bahamas	$132M	+$14.8M	1	10.27%	Increased
57	Parnassus Investments San Francisco, California	$131M	+$10.8M	1	0.52%	Increased
58	Millennium Management New York	$130M	-$259M	3	0.2%	Reduced
59	Raymond James & Associates St Petersburg, Florida	$128M	-$21M	2	0.19%	Reduced
60	Credit Suisse Zurich, Switzerland	$124M	-$6.88M	2	0.11%	Reduced
61	American Century Companies Kansas City, Missouri	$123M	+$3.5M	1	0.12%	Increased
62	Barclays London, United Kingdom	$123M	+$30.7M	3	0.08%	Increased
63	RhumbLine Advisers Boston, Massachusetts	$122M	-$2.56M	2	0.24%	Reduced
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$121M	-$2.04M	2	0.25%	Reduced
65	Lazard Asset Management New York	$114M	+$12.3M	1	0.19%	Increased
66	Jane Street New York	$113M	+$79.7M	2	0.18%	Increased
67	Antipodes Partners Royal Exchange, Australia	$108M	-$32.3M	1	5.36%	Reduced
68	USAA United Services Automobile Association San Antonio, Texas	$108M	-$13.1M	1	0.28%	Reduced
69	WorldQuant Millennium Advisors New York	$106M	+$42.6M	1	2.51%	Increased
70	Two Sigma Investments New York	$104M	+$88.4M	2	0.34%	Increased
71	New York State Teachers Retirement System (NYSTRS) Albany, New York	$102M	-$950K	1	0.26%	Reduced
72	Principal Financial Group Des Moines, Iowa	$97.7M	-$1.35M	1	0.09%	Reduced
73	State Board of Administration of Florida Retirement System Tallahassee, Florida	$94.7M	-$2M	2	0.25%	Reduced
74	Douglas Lane & Associates New York	$93.5M	+$538K	1	1.94%	Increased
75	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$91.5M	-$1.65M	1	0.18%	Reduced