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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	Adage Capital Partners Boston, Massachusetts	$237M	+$248M	1	0.73%	New
77	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$237M	+$247M	1	0.69%	New
78	New York State Teachers Retirement System (NYSTRS) Albany, New York	$234M	+$244M	1	0.66%	New
79	Cooperman Leon G	$229M	+$239M	1	3.51%	New
80	William Blair & Company Chicago, Illinois	$226M	+$236M	1	0.45%	New
81	WP Wedgewood Partners St Louis, Missouri	$225M	+$235M	1	6.51%	New
82	Putnam Investments Boston, Massachusetts	$219M	+$228M	2	0.64%	New
83	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$218M	+$228M	1	1.61%	New
84	Parametric Portfolio Associates Seattle, Washington	$217M	+$227M	2	0.63%	New
85	Royal Bank of Canada Toronto, Ontario, Canada	$213M	+$222M	2	0.18%	New
86	Janus Henderson Investors US Denver, Colorado	$208M	+$217M	1	0.22%	New
87	ACM Atlanta Capital Management Atlanta, Georgia	$208M	+$217M	1	1.58%	New
88	RhumbLine Advisers Boston, Massachusetts	$207M	+$216M	3	0.67%	New
89	Bank of Montreal Toronto, Ontario, Canada	$207M	+$216M	2	0.37%	New
90	BlackRock Investment Management Wilmington, Delaware	$207M	+$216M	3	0.37%	New
91	Charles Schwab San Francisco, California	$201M	+$210M	3	0.45%	New
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$185M	+$193M	3	0.6%	New
93	BlackRock Japan Tokyo, Japan	$184M	+$192M	2	0.85%	New
94	AWM Ashmore Wealth Management Wilmington, Delaware	$183M	+$191M	1	4.33%	New
95	Appaloosa Management Miami Beach, Florida	$183M	+$191M	1	2.65%	New
96	State Board of Administration of Florida Retirement System Tallahassee, Florida	$182M	+$190M	1	0.6%	New
97	STRS Ohio Columbus, Ohio	$177M	+$185M	2	0.76%	New
98	Janus Henderson Group London,	$176M	+$184M	1	2.05%	New
99	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$175M	+$183M	1	0.87%	New
100	MTB Mizuho Trust & Banking Tokyo, Japan	$161M	+$168M	1	0.68%	New