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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	Wellington Management Group Boston, Massachusetts	$505M	+$186M	1	0.08%	Increased
52	Susquehanna International Group Bala Cynwyd, Pennsylvania	$466M	-$228M	3	0.07%	Reduced
53	California Public Employees Retirement System Sacramento, California	$459M	-$15.4M	2	0.31%	Reduced
54	VanEck Associates New York	$457M	-$14.2M	1	1.06%	Reduced
55	Stifel Financial St. Louis, Missouri	$453M	-$27.2M	2	0.6%	Reduced
56	ProShare Advisors Bethesda, Maryland	$437M	+$132M	2	0.86%	Increased
57	Mirae Asset Global Investments Seoul, South Korea	$408M	+$128M	2	0.87%	Increased
58	CIBC Private Wealth Group Atlanta, Georgia	$402M	+$1.86M	1	0.83%	Increased
59	Neuberger Berman Group New York	$397M	-$25.6M	2	0.31%	Reduced
60	First Trust Advisors Wheaton, Illinois	$393M	-$63.3M	2	0.38%	Reduced
61	Prudential Financial Newark, New Jersey	$392M	-$1.89M	2	0.49%	Reduced
62	DZ Bank Frankfurt Am Main, Germany	$392M	+$261M	1	0.28%	Increased
63	New York State Common Retirement Fund Albany, New York	$388M	+$3.84M	2	0.39%	Increased
64	Rafferty Asset Management New York	$386M	+$138M	2	2.03%	Increased
65	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$382M	+$9.95M	2	0.45%	Increased
66	Credit Suisse Zurich, Switzerland	$380M	-$60.4M	2	0.2%	Reduced
67	VOYA Investment Management Atlanta, Georgia	$376M	-$61.9M	2	0.72%	Reduced
68	Thornburg Investment Management Santa Fe, New Mexico	$372M	+$5.06M	2	4.36%	Increased
69	BNP Paribas Financial Markets Paris, France	$355M	+$88.7M	3	0.51%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$347M	+$2.75M	2	0.43%	Increased
71	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$339M	-$13.9M	1	1.07%	Reduced
72	Citadel Advisors Miami, Florida	$339M	-$4.53M	2	0.07%	Reduced
73	Assenagon Asset Management Senningerberg, Luxembourg	$335M	+$209M	1	0.97%	Increased
74	Envestnet Asset Management Chicago, Illinois	$322M	-$10.1M	2	0.16%	Reduced
75	Millennium Management New York	$320M	+$189M	3	0.16%	Increased