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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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$391M	+$19.7M	1	0.38%	Increased
52	Envestnet Asset Management Chicago, Illinois	$373M	+$2.37M	2	0.12%	Increased
53	Bank of Montreal Toronto, Ontario, Canada	$353M	-$93M	1	0.17%	Reduced
54	Victory Capital Management San Antonio, Texas	$351M	+$32.7M	2	0.36%	Increased
55	RhumbLine Advisers Boston, Massachusetts	$345M	-$5.48M	2	0.32%	Reduced
56	Federated Hermes Pittsburgh, Pennsylvania	$341M	+$105M	1	0.74%	Increased
57	CIBC Private Wealth Group Atlanta, Georgia	$338M	-$276K	2	0.71%	Reduced
58	Nordea Investment Management Stockholm, Sweden	$338M	+$66.9M	1	0.36%	Increased
59	Mitsubishi UFJ Asset Management Tokyo, Japan	$329M	+$34.4M	2	0.3%	Increased
60	TD Asset Management Toronto, Ontario, Canada	$322M	+$1.64M	1	0.3%	Increased
61	Man Group London, United Kingdom	$314M	+$26.3M	2	0.8%	Increased
62	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$305M	+$26.1M	1	0.64%	Increased
63	ProShare Advisors Bethesda, Maryland	$283M	+$24.8M	2	0.64%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$272M	-$2.61M	2	0.34%	Reduced
65	Nomura Asset Management Tokyo, Japan	$271M	+$17.4M	1	0.83%	Increased
66	Axa Paris, France	$269M	-$29.2M	2	0.88%	Reduced
67	Prudential Financial Newark, New Jersey	$261M	-$1.59M	2	0.37%	Reduced
68	Thrivent Financial for Lutherans Minneapolis, Minnesota	$259M	-$2.21M	2	0.57%	Reduced
69	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$252M	+$21M	2	0.54%	Increased
70	Waverton Investment Management London, United Kingdom	$247M	+$10.8M	1	3.82%	Increased
71	Schroder Investment Management Group London, United Kingdom	$245M	-$11.6M	1	0.25%	Reduced
72	LPL Financial San Diego, California	$237M	+$26.2M	2	0.09%	Increased
73	Neuberger Berman Group New York	$236M	-$114M	2	0.2%	Reduced
74	AQR Capital Management Greenwich, Connecticut	$235M	+$119M	2	0.24%	Increased
75	Canada Life Winnipeg, Manitoba, Canada	$234M	+$3.01M	1	0.41%	Increased