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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	Two Sigma Investments New York	$188M	+$31.9M	2	0.63%	Increased
52	Pictet Asset Management (UK) London, United Kingdom	$188M	-$173M	1	0.39%	Reduced
53	Barclays London, United Kingdom	$186M	-$39.1M	3	0.12%	Reduced
54	Citigroup New York	$183M	-$425M	3	0.15%	Reduced
55	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$183M	+$3.44M	2	0.45%	Increased
56	RhumbLine Advisers Boston, Massachusetts	$170M	+$1.87M	3	0.31%	Increased
57	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$168M	+$15.1M	1	4.14%	Increased
58	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$164M	+$1.85M	3	0.32%	Increased
59	Credit Suisse Zurich, Switzerland	$157M	+$11.2M	2	0.13%	Increased
60	Renaissance Technologies New York	$156M	+$119M	3	0.13%	Increased
61	Polar Capital London, United Kingdom	$150M	+$15.9M	1	1.35%	Increased
62	Janus Henderson Group London,	$148M	+$67.8M	2	0.08%	Increased
63	Bank of Montreal Toronto, Ontario, Canada	$142M	+$11.3M	3	0.12%	Increased
64	Principal Financial Group Des Moines, Iowa	$139M	-$710K	1	0.12%	Reduced
65	Citadel Advisors Miami, Florida	$138M	-$127M	2	0.07%	Reduced
66	New York State Teachers Retirement System (NYSTRS) Albany, New York	$137M	-$1.35M	1	0.35%	Reduced
67	Lazard Asset Management New York	$136M	+$17.9M	1	0.22%	Increased
68	HP Holowesko Partners Nassau, Bahamas	$135M	-$3.01M	1	10.72%	Reduced
69	First Trust Advisors Wheaton, Illinois	$133M	+$11.6M	2	0.25%	Increased
70	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$128M	+$5.93M	1	0.4%	Increased
71	State Board of Administration of Florida Retirement System Tallahassee, Florida	$127M	-$1.2M	2	0.33%	Reduced
72	Douglas Lane & Associates New York	$123M	-$981K	1	2.45%	Reduced
73	Russell Investments Group London, United Kingdom	$117M	+$13M	2	0.23%	Increased
74	Victory Capital Management San Antonio, Texas	$115M	+$111M	3	0.15%	Increased
75	Natixis Advisors Boston, Massachusetts	$111M	+$6.98M	1	0.88%	Increased