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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	Jacobs Levy Equity Management Florham Park, New Jersey	$402M	-$22.7M	2	1.6%	Reduced
52	Envestnet Asset Management Chicago, Illinois	$399M	-$8.75M	2	0.11%	Reduced
53	Nordea Investment Management Stockholm, Sweden	$394M	+$11.5M	1	0.35%	Increased
54	Acadian Asset Management Boston, Massachusetts	$393M	+$202M	3	0.69%	Increased
55	Mitsubishi UFJ Asset Management Tokyo, Japan	$391M	+$8.49M	2	0.28%	Increased
56	Two Sigma Advisers New York	$367M	-$34.5M	3	0.73%	Reduced
57	RhumbLine Advisers Boston, Massachusetts	$346M	+$2.95M	3	0.28%	Increased
58	Bank of Montreal Toronto, Ontario, Canada	$339M	+$9M	1	0.13%	Increased
59	TD Asset Management Toronto, Ontario, Canada	$327M	-$19.5M	1	0.27%	Reduced
60	National Bank of Canada Montreal, Quebec, Canada	$303M	+$79.4M	3	0.3%	Increased
61	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$291M	+$23.1M	3	0.47%	Increased
62	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$291M	-$3.87M	2	0.3%	Reduced
63	Russell Investments Group London, United Kingdom	$289M	-$1.27M	3	0.33%	Reduced
64	Robeco Institutional Asset Management Rotterdam, Netherlands	$288M	+$71.4M	2	0.42%	Increased
65	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$287M	-$31.1M	2	0.2%	Reduced
66	Schroder Investment Management Group London, United Kingdom	$273M	+$12.4M	1	0.21%	Increased
67	Man Group London, United Kingdom	$271M	-$47.6M	2	0.47%	Reduced
68	LPL Financial San Diego, California	$262M	-$2.67M	3	0.08%	Reduced
69	ProShare Advisors Bethesda, Maryland	$259M	-$57.4M	3	0.54%	Reduced
70	Canada Life Winnipeg, Manitoba, Canada	$256M	+$714K	1	0.37%	Increased
71	Swedbank Stockholm, Sweden	$251M	-$684K	1	0.25%	Reduced
72	Andra AP-fonden Goteborg, Sweden	$246M	+$69.1M	1	3.14%	Increased
73	Capital Research Global Investors Los Angeles, California	$244M	+$523K	1	0.05%	Increased
74	American Century Companies Kansas City, Missouri	$230M	+$90.2M	1	0.12%	Increased
75	Natixis Advisors Boston, Massachusetts	$228M	+$10.1M	2	0.33%	Increased