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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 (Switzerland) Geneva 73, Switzerland	$286M	-$58.3M	2	0.36%	Reduced
52	RhumbLine Advisers Boston, Massachusetts	$285M	+$10.9M	2	0.35%	Increased
53	Mirae Asset Global Investments Seoul, South Korea	$279M	+$5.84M	2	0.65%	Increased
54	Rafferty Asset Management New York	$275M	+$57.8M	2	1.87%	Increased
55	Los Angeles Capital Management Los Angeles, California	$271M	+$3.36M	1	1.2%	Increased
56	Beutel, Goodman & Co Toronto, Ontario, Canada	$264M	+$13.7M	1	1.55%	Increased
57	Prudential Financial Newark, New Jersey	$262M	+$20M	2	0.41%	Increased
58	VOYA Investment Management Atlanta, Georgia	$261M	+$177M	2	0.28%	Increased
59	LSV Asset Management Chicago, Illinois	$260M	-$25.3M	1	0.58%	Reduced
60	Thrivent Financial for Lutherans Minneapolis, Minnesota	$252M	-$6.2M	1	0.61%	Reduced
61	Thornburg Investment Management Santa Fe, New Mexico	$251M	-$1.36M	2	4.15%	Reduced
62	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$246M	-$2.57M	2	0.37%	Reduced
63	New York State Common Retirement Fund Albany, New York	$241M	-$13.8M	2	0.32%	Reduced
64	Fisher Asset Management Camas, Washington	$234M	-$1.21M	1	0.14%	Reduced
65	First Trust Advisors Wheaton, Illinois	$234M	-$99.1M	2	0.27%	Reduced
66	Allianz Asset Management Munich, Germany	$232M	-$63.3M	2	0.41%	Reduced
67	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$232M	+$4.36M	1	0.42%	Increased
68	Franklin Resources San Mateo, California	$226M	-$15.7M	1	0.11%	Reduced
69	Citigroup New York	$208M	-$6.8M	2	0.15%	Reduced
70	Millennium Management New York	$207M	+$74.5M	3	0.12%	Increased
71	Susquehanna International Group Bala Cynwyd, Pennsylvania	$197M	-$75.2M	2	0.04%	Reduced
72	F FIFTHDELTA London, United Kingdom	$195M	+$15.8M	1	12.8%	Increased
73	BNP Paribas Financial Markets Paris, France	$195M	+$105M	3	0.27%	Increased
74	Principal Financial Group Des Moines, Iowa	$190M	-$3.97M	2	0.14%	Reduced
75	Renaissance Technologies New York	$186M	+$75.7M	3	0.25%	Increased