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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	$339M	+$22.3M	2	0.56%	Increased
52	VOYA Investment Management Atlanta, Georgia	$337M	-$5.81M	2	0.68%	Reduced
53	Credit Suisse Zurich, Switzerland	$330M	-$32.2M	2	0.17%	Reduced
54	Bank of Montreal Toronto, Ontario, Canada	$318M	-$113M	3	0.21%	Reduced
55	Prudential Financial Newark, New Jersey	$299M	+$171M	2	0.45%	Increased
56	Allianz Asset Management Munich, Germany	$298M	-$289M	2	0.29%	Reduced
57	CIBC Private Wealth Group Atlanta, Georgia	$295M	-$61.6M	2	0.74%	Reduced
58	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$290M	+$2.06M	3	0.38%	Increased
59	D.E. Shaw & Co New York	$286M	+$122M	2	0.28%	Increased
60	New York State Common Retirement Fund Albany, New York	$286M	-$52.7M	3	0.32%	Reduced
61	VanEck Associates New York	$284M	+$134M	1	0.77%	Increased
62	Neuberger Berman Group New York	$283M	+$58.6M	2	0.27%	Increased
63	Two Sigma Advisers New York	$281M	+$162M	2	0.77%	Increased
64	First Trust Advisors Wheaton, Illinois	$273M	+$93.3M	2	0.33%	Increased
65	Rafferty Asset Management New York	$272M	+$173M	2	1.86%	Increased
66	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$271M	-$23M	1	0.86%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$268M	-$16M	3	0.36%	Reduced
68	Thornburg Investment Management Santa Fe, New Mexico	$256M	-$27.9M	1	2.97%	Reduced
69	Capital World Investors Los Angeles, California	$255M	-$376M	1	0.05%	Reduced
70	Principal Financial Group Des Moines, Iowa	$229M	+$29.3M	2	0.16%	Increased
71	Wellington Management Group Boston, Massachusetts	$215M	-$307M	1	0.04%	Reduced
72	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$208M	+$23.7M	2	0.51%	Increased
73	BNP Paribas Financial Markets Paris, France	$205M	+$158M	3	0.3%	Increased
74	Thrivent Financial for Lutherans Minneapolis, Minnesota	$204M	+$53.6M	2	0.45%	Increased
75	State Board of Administration of Florida Retirement System Tallahassee, Florida	$203M	-$7.9M	2	0.4%	Reduced