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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	Pictet Asset Management (UK) London, United Kingdom	$285M	+$17.9M	1	0.45%	Increased
52	Two Sigma Advisers New York	$269M	+$70.5M	2	0.77%	Increased
53	Lord, Abbett & Co Jersey City, New Jersey	$265M	+$182M	1	0.85%	Increased
54	Bank of Montreal Toronto, Ontario, Canada	$260M	+$24.1M	3	0.22%	Increased
55	RhumbLine Advisers Boston, Massachusetts	$255M	-$3.57M	3	0.4%	Reduced
56	Thornburg Investment Management Santa Fe, New Mexico	$250M	-$54.8M	1	3.31%	Reduced
57	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$249M	+$1.54M	3	0.4%	Increased
58	D.E. Shaw & Co New York	$240M	-$129M	2	0.25%	Reduced
59	Los Angeles Capital Management Los Angeles, California	$221M	+$28.1M	3	1.02%	Increased
60	Lazard Asset Management New York	$219M	-$617K	1	0.31%	Reduced
61	Citigroup New York	$217M	-$45.6M	3	0.14%	Reduced
62	Victory Capital Management San Antonio, Texas	$198M	+$51.5M	2	0.25%	Increased
63	New York State Teachers Retirement System (NYSTRS) Albany, New York	$189M	-$9.33M	1	0.46%	Reduced
64	Principal Financial Group Des Moines, Iowa	$187M	-$12.2M	1	0.16%	Reduced
65	State Board of Administration of Florida Retirement System Tallahassee, Florida	$187M	-$779K	2	0.43%	Reduced
66	HSBC Holdings London, United Kingdom	$187M	-$14.4M	2	0.3%	Reduced
67	Neuberger Berman Group New York	$184M	+$76.6M	2	0.22%	Increased
68	Wellington Management Group Boston, Massachusetts	$182M	+$25.7M	1	0.04%	Increased
69	Allianz Asset Management Munich, Germany	$180M	-$127M	1	0.21%	Reduced
70	First Trust Advisors Wheaton, Illinois	$177M	-$23M	2	0.28%	Reduced
71	Polar Capital London, United Kingdom	$176M	+$54.1M	1	1.31%	Increased
72	Schroder Investment Management Group London, United Kingdom	$176M	-$47.5M	1	0.28%	Reduced
73	Fidelity International Hamilton, Bermuda	$176M	-$169M	1	0.22%	Reduced
74	Douglas Lane & Associates New York	$171M	-$4.53M	1	3.39%	Reduced
75	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$170M	$0	1	0.45%	Maintained