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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
76	Citadel Advisors Miami, Florida	$268M	+$67.5M	3	0.03%	Increased
77	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$268M	+$87.3M	3	0.51%	Increased
78	BNP Paribas Asset Management Paris, France	$267M	+$30M	2	0.27%	Increased
79	Coatue Management New York	$256M	$0	1	0.53%	Maintained
80	TD Asset Management Toronto, Ontario, Canada	$256M	-$57.5M	2	0.22%	Reduced
81	Jupiter Topco New York	$248M	+$251M	2	0.1%	New
82	AQR Capital Management Greenwich, Connecticut	$245M	-$204M	3	0.09%	Reduced
83	ProShare Advisors Bethesda, Maryland	$243M	-$73M	4	0.35%	Reduced
84	Hotchkis & Wiley Capital Management Los Angeles, California	$242M	+$245M	1	0.71%	New
85	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$238M	-$55M	2	0.36%	Reduced
86	Principal Financial Group Des Moines, Iowa	$233M	-$10.7M	2	0.11%	Reduced
87	Focus Partners Wealth Boston, Massachusetts	$227M	-$1.58M	1	0.23%	Reduced
88	Daiwa Securities Group Tokyo, Japan	$221M	+$1.47M	1	0.43%	Increased
89	Capital Research Global Investors Los Angeles, California	$217M	-$49M	1	0.03%	Reduced
90	US Bancorp Minneapolis, Minnesota	$214M	-$4.3M	2	0.23%	Reduced
91	Thrivent Financial for Lutherans Minneapolis, Minnesota	$210M	-$47.7M	2	0.35%	Reduced
92	New York State Common Retirement Fund Albany, New York	$208M	-$25.7M	4	0.26%	Reduced
93	Millennium Management New York	$205M	+$19.6M	4	0.07%	Increased
94	SEI Investments Oaks, Pennsylvania	$203M	-$69.1M	2	0.18%	Reduced
95	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$200M	+$203M	1	3.23%	New
96	Royal London Asset Management United Kingdom	$198M	-$7.75M	1	0.37%	Reduced
97	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$197M	-$500M	2	0.6%	Reduced
98	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$194M	-$64.2M	1	8.82%	Reduced
99	Beutel, Goodman & Co Toronto, Ontario, Canada	$191M	-$257M	1	1.41%	Reduced
100	Russell Investments Group London, United Kingdom	$191M	-$100M	4	0.17%	Reduced