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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	Credit Suisse Zurich, Switzerland	$180M	+$15.2M	2	0.16%	Increased
52	Allianz Asset Management Munich, Germany	$174M	-$22M	2	0.23%	Reduced
53	Pictet Asset Management (UK) London, United Kingdom	$166M	+$18M	1	0.36%	Increased
54	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$162M	$0	1	4.15%	Maintained
55	Prudential Financial Newark, New Jersey	$160M	+$66.7M	1	0.35%	Increased
56	Man Group London, United Kingdom	$159M	+$73.8M	2	1.03%	Increased
57	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$146M	-$981K	3	0.31%	Reduced
58	RhumbLine Advisers Boston, Massachusetts	$142M	-$559K	3	0.3%	Reduced
59	Stifel Financial St. Louis, Missouri	$127M	-$169M	2	0.35%	Reduced
60	Schroder Investment Management Group London, United Kingdom	$125M	+$89M	1	0.27%	Increased
61	Lazard Asset Management New York	$123M	-$15.8M	1	0.23%	Reduced
62	APG Asset Management Amsterdam, Netherlands	$119M	+$62.4M	1	0.23%	Increased
63	First Trust Advisors Wheaton, Illinois	$116M	-$32.3M	2	0.26%	Reduced
64	New York State Teachers Retirement System (NYSTRS) Albany, New York	$116M	-$5.41M	1	0.35%	Reduced
65	Principal Financial Group Des Moines, Iowa	$114M	+$2.96M	2	0.13%	Increased
66	State Board of Administration of Florida Retirement System Tallahassee, Florida	$108M	+$121K	2	0.33%	Increased
67	Citigroup New York	$105M	+$4.41M	3	0.1%	Increased
68	Bank of Montreal Toronto, Ontario, Canada	$105M	-$114M	3	0.12%	Reduced
69	Los Angeles Capital Management Los Angeles, California	$104M	-$903K	3	0.66%	Reduced
70	Douglas Lane & Associates New York	$103M	-$4.31M	1	2.71%	Reduced
71	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$99.5M	+$1.28M	1	0.34%	Increased
72	BNP Paribas Financial Markets Paris, France	$98M	+$34.5M	3	0.2%	Increased
73	HSBC Holdings London, United Kingdom	$97.5M	+$10.8M	2	0.23%	Increased
74	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$96.3M	-$18.2M	1	0.3%	Reduced
75	Lord, Abbett & Co Jersey City, New Jersey	$95.5M	+$36.5M	1	0.42%	Increased