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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	California Public Employees Retirement System Sacramento, California	$371M	-$8.7M	2	0.28%	Reduced
52	Stifel Financial St. Louis, Missouri	$370M	+$4.51M	2	0.55%	Increased
53	Prudential Financial Newark, New Jersey	$361M	+$37.1M	2	0.5%	Increased
54	VOYA Investment Management Atlanta, Georgia	$360M	-$3.2M	2	0.7%	Reduced
55	Credit Suisse Zurich, Switzerland	$339M	-$17.9M	1	0.18%	Reduced
56	VanEck Associates New York	$336M	+$27.8M	1	0.79%	Increased
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$334M	-$334M	3	0.05%	Reduced
58	Allianz Asset Management Munich, Germany	$322M	+$1.79M	2	0.27%	Increased
59	First Trust Advisors Wheaton, Illinois	$318M	+$22.4M	2	0.34%	Increased
60	Rafferty Asset Management New York	$315M	+$20.7M	2	1.99%	Increased
61	CIBC Private Wealth Group Atlanta, Georgia	$313M	-$4.95M	1	0.72%	Reduced
62	New York State Common Retirement Fund Albany, New York	$309M	+$1.36M	3	0.32%	Increased
63	Neuberger Berman Group New York	$307M	+$4.77M	2	0.27%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$295M	-$15.8M	2	0.37%	Reduced
65	Two Sigma Investments New York	$294M	+$131M	2	0.67%	Increased
66	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$286M	-$6.24M	1	0.92%	Reduced
67	Thornburg Investment Management Santa Fe, New Mexico	$277M	+$430K	1	3.18%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$273M	-$15.2M	2	0.36%	Reduced
69	Los Angeles Capital Management Los Angeles, California	$242M	+$41.7M	2	1.07%	Increased
70	Principal Financial Group Des Moines, Iowa	$241M	-$4.67M	2	0.16%	Reduced
71	Thrivent Financial for Lutherans Minneapolis, Minnesota	$235M	+$13.7M	2	0.48%	Increased
72	Citadel Advisors Miami, Florida	$230M	+$107M	3	0.05%	Increased
73	Wellington Management Group Boston, Massachusetts	$227M	-$3.7M	1	0.04%	Reduced
74	Bahl & Gaynor Cincinnati, Ohio	$227M	+$10.6M	1	1.38%	Increased
75	Macquarie Group Sydney, NSW 2000, Australia	$225M	+$164M	2	0.19%	Increased