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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	$191M	-$24.7M	2	0.18%	Reduced
52	Fred Alger Management New York	$187M	+$179M	1	0.72%	Increased
53	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$178M	-$478M	1	0.44%	Reduced
54	Parnassus Investments San Francisco, California	$175M	$0	1	0.66%	Maintained
55	California Public Employees Retirement System Sacramento, California	$171M	-$44.9M	3	0.2%	Reduced
56	Putnam Investments Boston, Massachusetts	$170M	-$63.9M	1	0.38%	Reduced
57	BNP Paribas Financial Markets Paris, France	$170M	+$122M	3	0.34%	Increased
58	Raymond James & Associates St Petersburg, Florida	$168M	-$2.71M	1	0.24%	Reduced
59	RhumbLine Advisers Boston, Massachusetts	$167M	+$5.24M	3	0.31%	Increased
60	AQR Capital Management Greenwich, Connecticut	$165M	+$145M	1	0.18%	Increased
61	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$160M	+$101K	3	0.32%	Increased
62	Wellington Management Group Boston, Massachusetts	$160M	-$908M	1	0.04%	Reduced
63	Two Sigma Investments New York	$152M	+$16.7M	2	0.51%	Increased
64	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$152M	+$146M	1	2.81%	New
65	Antipodes Partners Royal Exchange, Australia	$152M	+$6.71M	1	6.96%	Increased
66	Credit Suisse Zurich, Switzerland	$145M	-$20M	2	0.13%	Reduced
67	USAA United Services Automobile Association San Antonio, Texas	$143M	-$1.25M	1	0.36%	Reduced
68	Principal Financial Group Des Moines, Iowa	$139M	+$8.85M	1	0.13%	Increased
69	HP Holowesko Partners Nassau, Bahamas	$138M	-$37.4M	1	11.36%	Reduced
70	New York State Teachers Retirement System (NYSTRS) Albany, New York	$138M	+$1.89M	1	0.35%	Increased
71	Polar Capital London, United Kingdom	$133M	+$128M	1	1.17%	New
72	Bank of Montreal Toronto, Ontario, Canada	$131M	+$15.8M	3	0.11%	Increased
73	State Board of Administration of Florida Retirement System Tallahassee, Florida	$127M	+$1.07M	2	0.33%	Increased
74	Adage Capital Partners Boston, Massachusetts	$125M	+$9.43M	1	0.31%	Increased
75	Douglas Lane & Associates New York	$124M	-$926K	1	2.41%	Reduced