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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	Two Sigma Advisers New York	$406M	+$84.1M	3	0.94%	Increased
52	Beutel, Goodman & Co Toronto, Ontario, Canada	$375M	+$62.4M	1	2.04%	Increased
53	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$373M	+$4.52M	1	0.35%	Increased
54	Envestnet Asset Management Chicago, Illinois	$372M	+$31.7M	2	0.12%	Increased
55	RhumbLine Advisers Boston, Massachusetts	$351M	-$3.39M	2	0.31%	Reduced
56	Neuberger Berman Group New York	$345M	-$113M	2	0.27%	Reduced
57	Victory Capital Management San Antonio, Texas	$320M	+$32.3M	2	0.31%	Increased
58	TD Asset Management Toronto, Ontario, Canada	$320M	-$24.2M	1	0.28%	Reduced
59	Bank of Nova Scotia Toronto, Ontario, Canada	$312M	+$155M	1	0.55%	Increased
60	Mitsubishi UFJ Asset Management Tokyo, Japan	$308M	+$22.7M	2	0.3%	Increased
61	Axa Paris, France	$305M	+$30.8M	2	0.93%	Increased
62	Man Group London, United Kingdom	$290M	+$96.1M	2	0.76%	Increased
63	Tiger Global Management New York	$285M	$0	1	1.08%	Maintained
64	Nordea Investment Management Stockholm, Sweden	$285M	+$85.7M	1	0.3%	Increased
65	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$280M	+$39.4M	1	0.58%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$275M	-$5.95M	2	0.32%	Reduced
67	D.E. Shaw & Co New York	$274M	+$184M	2	0.2%	Increased
68	Prudential Financial Newark, New Jersey	$263M	-$6.38M	1	0.36%	Reduced
69	Thrivent Financial for Lutherans Minneapolis, Minnesota	$262M	-$22.3M	2	0.51%	Reduced
70	ProShare Advisors Bethesda, Maryland	$260M	+$41M	2	0.6%	Increased
71	Schroder Investment Management Group London, United Kingdom	$256M	+$23.7M	1	0.25%	Increased
72	Millennium Management New York	$256M	+$31.5M	2	0.13%	Increased
73	Nomura Asset Management Tokyo, Japan	$255M	+$29.3M	1	0.77%	Increased
74	Fisher Asset Management Camas, Washington	$254M	-$6.58M	1	0.1%	Reduced
75	Two Sigma Investments New York	$247M	+$19.2M	3	0.54%	Increased