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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	VOYA Investment Management Atlanta, Georgia	$393M	+$245M	2	0.8%	Increased
52	New York State Common Retirement Fund Albany, New York	$383M	-$43.1M	3	0.43%	Reduced
53	Axa Paris, France	$372M	-$22.5M	2	1.17%	Reduced
54	Stifel Financial St. Louis, Missouri	$365M	-$29.4M	2	0.65%	Reduced
55	Pictet Asset Management (UK) London, United Kingdom	$362M	-$6.06M	2	0.47%	Reduced
56	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$336M	-$91.2M	1	1.16%	Reduced
57	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$329M	+$5.55M	3	0.46%	Increased
58	Thornburg Investment Management Santa Fe, New Mexico	$324M	+$86.6K	1	3.84%	Increased
59	RhumbLine Advisers Boston, Massachusetts	$323M	-$7.19M	3	0.45%	Reduced
60	Barclays London, United Kingdom	$303M	+$115M	3	0.16%	Increased
61	Citigroup New York	$297M	+$14.7M	3	0.18%	Increased
62	Lazard Asset Management New York	$281M	-$2.35M	1	0.35%	Reduced
63	HSBC Holdings London, United Kingdom	$274M	+$31.2M	2	0.37%	Increased
64	Neuberger Berman Group New York	$259M	+$10.3M	2	0.27%	Increased
65	Susquehanna International Group Bala Cynwyd, Pennsylvania	$258M	+$98.5M	3	0.04%	Increased
66	Victory Capital Management San Antonio, Texas	$254M	-$2.78M	2	0.28%	Reduced
67	Los Angeles Capital Management Los Angeles, California	$248M	-$35.6M	3	1.06%	Reduced
68	State Board of Administration of Florida Retirement System Tallahassee, Florida	$241M	-$1.38M	2	0.49%	Reduced
69	New York State Teachers Retirement System (NYSTRS) Albany, New York	$238M	-$5.08M	1	0.52%	Reduced
70	Principal Financial Group Des Moines, Iowa	$232M	-$9.47M	2	0.17%	Reduced
71	Bahl & Gaynor Cincinnati, Ohio	$226M	+$109M	1	1.44%	Increased
72	Polar Capital Holdings London, United Kingdom	$221M	+$202M	1	1.34%	New
73	PNC Financial Services Group Pittsburgh, Pennsylvania	$220M	+$60.2M	2	0.22%	Increased
74	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$216M	-$2.15M	1	0.49%	Reduced
75	First Trust Advisors Wheaton, Illinois	$214M	-$15.1M	2	0.28%	Reduced