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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	Neuberger Berman Group New York	$273M	+$37.7M	2	0.25%	Increased
52	Two Sigma Investments New York	$271M	+$246M	3	0.73%	Increased
53	Thrivent Financial for Lutherans Minneapolis, Minnesota	$267M	+$33.5M	1	0.63%	Increased
54	Millennium Management New York	$263M	-$22.7M	3	0.13%	Reduced
55	RhumbLine Advisers Boston, Massachusetts	$255M	+$3.09M	2	0.3%	Increased
56	California Public Employees Retirement System Sacramento, California	$251M	+$5.02M	2	0.22%	Increased
57	Prudential Financial Newark, New Jersey	$250M	+$76.2M	2	0.39%	Increased
58	CIBC Private Wealth Group Atlanta, Georgia	$248M	-$9.45M	1	0.59%	Reduced
59	Citigroup New York	$247M	+$5.6M	2	0.19%	Increased
60	Stifel Financial St. Louis, Missouri	$244M	-$21.6M	2	0.34%	Reduced
61	Mirae Asset Global Investments Seoul, South Korea	$235M	+$28.2M	2	0.52%	Increased
62	Envestnet Asset Management Chicago, Illinois	$235M	+$68.8M	2	0.11%	Increased
63	Rafferty Asset Management New York	$232M	+$991K	2	1.36%	Increased
64	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$218M	+$5.03M	1	0.35%	Increased
65	LSV Asset Management Chicago, Illinois	$217M	-$2.32M	1	0.5%	Reduced
66	Thornburg Investment Management Santa Fe, New Mexico	$215M	-$4.24M	1	3.53%	Reduced
67	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$207M	$0	1	2.48%	Maintained
68	BNP Paribas Financial Markets Paris, France	$204M	+$43.2M	3	0.26%	Increased
69	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$200M	-$8.67M	2	0.31%	Reduced
70	New York State Common Retirement Fund Albany, New York	$200M	-$2.99M	2	0.29%	Reduced
71	Fisher Asset Management Camas, Washington	$191M	-$15.7M	1	0.11%	Reduced
72	Franklin Resources San Mateo, California	$185M	-$3.98M	2	0.09%	Reduced
73	Janus Henderson Group London,	$184M	+$62.3M	2	0.12%	Increased
74	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$172M	+$31.2M	2	0.1%	Increased
75	Allianz Asset Management Munich, Germany	$167M	-$11.2M	1	0.28%	Reduced