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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	Capital International Investors Los Angeles, California	$462M	-$5.9M	1	0.09%	Reduced
52	Raymond James & Associates St Petersburg, Florida	$431M	-$10.9M	2	0.29%	Reduced
53	National Bank of Canada Montreal, Quebec, Canada	$425M	+$81.8M	2	0.65%	Increased
54	TD Asset Management Toronto, Ontario, Canada	$424M	+$50.8M	1	0.39%	Increased
55	Two Sigma Advisers New York	$406M	-$111M	2	0.94%	Reduced
56	Envestnet Asset Management Chicago, Illinois	$397M	+$51M	2	0.15%	Increased
57	EdgePoint Investment Group Toronto, Ontario, Canada	$387M	-$42.7M	1	3.08%	Reduced
58	RhumbLine Advisers Boston, Massachusetts	$384M	-$803K	2	0.37%	Reduced
59	KBC Group Brussels, Belgium	$377M	+$121M	2	1.2%	Increased
60	Allianz Asset Management Munich, Germany	$375M	+$4.47M	1	0.58%	Increased
61	Thrivent Financial for Lutherans Minneapolis, Minnesota	$375M	+$3.14M	2	0.75%	Increased
62	Axa Paris, France	$368M	-$25.6M	2	1.1%	Reduced
63	CIBC Private Wealth Group Atlanta, Georgia	$367M	-$7.79M	2	0.72%	Reduced
64	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$349M	+$5.03M	1	0.42%	Increased
65	Man Group London, United Kingdom	$346M	+$39.8M	2	0.87%	Increased
66	Prudential Financial Newark, New Jersey	$345M	-$19.1M	1	0.49%	Reduced
67	Assenagon Asset Management Senningerberg, Luxembourg	$337M	+$144M	2	0.8%	Increased
68	Mirae Asset Global Investments Seoul, South Korea	$329M	-$11.5M	2	0.71%	Reduced
69	Victory Capital Management San Antonio, Texas	$319M	+$17.6M	2	0.31%	Increased
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$310M	+$2.24M	2	0.39%	Increased
71	Stifel Financial St. Louis, Missouri	$307M	-$34.8M	2	0.35%	Reduced
72	Citadel Advisors Miami, Florida	$295M	+$89.2M	3	0.06%	Increased
73	Fisher Asset Management Camas, Washington	$279M	-$6.14M	1	0.13%	Reduced
74	Capital World Investors Los Angeles, California	$278M	$0	1	0.05%	Maintained
75	New York State Common Retirement Fund Albany, New York	$269M	-$7.64M	2	0.36%	Reduced