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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	Stifel Financial St. Louis, Missouri	$239M	+$60M	2	0.55%	Increased
52	California Public Employees Retirement System Sacramento, California	$234M	-$6.71M	3	0.23%	Reduced
53	Axa Paris, France	$233M	+$809K	2	0.92%	Increased
54	Two Sigma Investments New York	$229M	+$199M	2	1.13%	Increased
55	Capital Research Global Investors Los Angeles, California	$221M	-$20.4M	1	0.07%	Reduced
56	AQR Capital Management Greenwich, Connecticut	$219M	-$78.6M	2	0.35%	Reduced
57	Citigroup New York	$207M	+$57.8M	3	0.16%	Increased
58	Pictet Asset Management (UK) London, United Kingdom	$205M	-$16.5M	1	0.35%	Reduced
59	RhumbLine Advisers Boston, Massachusetts	$201M	+$9.87M	3	0.34%	Increased
60	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$192M	-$3.75M	3	0.34%	Reduced
61	Bank of Montreal Toronto, Ontario, Canada	$182M	+$32.8M	3	0.17%	Increased
62	Schroder Investment Management Group London, United Kingdom	$180M	+$16.3M	1	0.33%	Increased
63	Man Group London, United Kingdom	$175M	-$33.2M	2	0.88%	Reduced
64	Lazard Asset Management New York	$170M	+$3.85M	1	0.26%	Increased
65	First Trust Advisors Wheaton, Illinois	$157M	+$1.45M	2	0.27%	Increased
66	HSBC Holdings London, United Kingdom	$157M	+$23.2M	2	0.3%	Increased
67	Principal Financial Group Des Moines, Iowa	$155M	+$1.84M	1	0.14%	Increased
68	New York State Teachers Retirement System (NYSTRS) Albany, New York	$154M	-$2.02M	1	0.39%	Reduced
69	BNP Paribas Financial Markets Paris, France	$153M	+$19.3M	3	0.27%	Increased
70	Two Sigma Advisers New York	$149M	+$86.9M	2	0.44%	Increased
71	Los Angeles Capital Management Los Angeles, California	$148M	+$7.23M	3	0.71%	Increased
72	State Board of Administration of Florida Retirement System Tallahassee, Florida	$146M	+$176K	2	0.36%	Increased
73	Adage Capital Partners Boston, Massachusetts	$144M	+$27.9M	1	0.37%	Increased
74	Douglas Lane & Associates New York	$137M	-$2.1M	1	2.93%	Reduced
75	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$131M	-$2.98M	1	0.37%	Reduced