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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	Parametric Portfolio Associates Seattle, Washington	$243M	+$3.62M	1	0.66%	Increased
77	Loomis, Sayles & Company Boston, Massachusetts	$243M	+$81.1M	1	0.79%	Increased
78	Flossbach Von Storch Cologne, Germany	$242M	-$36.2M	1	7.43%	Reduced
79	William Blair & Company Chicago, Illinois	$242M	-$6.87M	1	0.43%	Reduced
80	BlackRock Investment Management Wilmington, Delaware	$238M	+$9.3M	3	0.39%	Increased
81	Edgewood Management Greenwich, Connecticut	$237M	-$54.4M	1	2.97%	Reduced
82	Bank of Montreal Toronto, Ontario, Canada	$233M	+$4.41M	1	0.36%	Increased
83	SG Americas Securities New York	$231M	+$81.4M	1	0.95%	Increased
84	Charles Schwab San Francisco, California	$228M	+$5.75M	3	0.47%	Increased
85	EC Eminence Capital New York	$224M	+$79.2M	1	4.97%	Increased
86	Parnassus Investments San Francisco, California	$224M	+$61.6M	1	2.57%	Increased
87	ACM Atlanta Capital Management Atlanta, Georgia	$224M	-$5.24M	1	1.59%	Reduced
88	PGGM Investments Zeist, Netherlands	$223M	-$39.5M	1	1.3%	Reduced
89	RhumbLine Advisers Boston, Massachusetts	$222M	-$6.34M	3	0.69%	Reduced
90	Renaissance Technologies New York	$219M	+$108M	2	0.53%	Increased
91	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$217M	+$23.7M	1	0.97%	Increased
92	BNP Paribas Financial Markets Paris, France	$217M	+$90.8M	1	0.16%	Increased
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$210M	+$6.32M	3	0.63%	Increased
94	Credit Agricole Montrouge Cedex, France	$205M	+$200M	1	0.9%	New
95	AWM Ashmore Wealth Management Wilmington, Delaware	$202M	$0	1	4.4%	Maintained
96	Putnam Investments Boston, Massachusetts	$200M	-$40.4M	2	0.54%	Reduced
97	State Board of Administration of Florida Retirement System Tallahassee, Florida	$196M	-$4.21M	1	0.63%	Reduced
98	Calamos Advisors Naperville, Illinois	$196M	-$242M	1	1.23%	Reduced
99	Thornburg Investment Management Santa Fe, New Mexico	$193M	+$141M	1	0.78%	Increased
100	Janus Henderson Group London,	$191M	-$3.15M	1	2.11%	Reduced