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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	Flossbach Von Storch Cologne, Germany	$272M	+$4.44M	1	7.73%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$266M	-$11.6M	1	0.69%	Reduced
78	Loomis, Sayles & Company Boston, Massachusetts	$265M	-$2.77M	1	0.8%	Reduced
79	Charles Schwab San Francisco, California	$255M	+$3.73M	3	0.49%	Increased
80	Parnassus Investments San Francisco, California	$254M	+$6.05M	1	2.59%	Increased
81	BlackRock Investment Management Wilmington, Delaware	$252M	-$10.4M	3	0.37%	Reduced
82	BNP Paribas Financial Markets Paris, France	$249M	+$9.78M	3	0.18%	Increased
83	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$248M	+$8.05M	1	1.01%	Increased
84	Baillie Gifford & Co Edinburgh, United Kingdom	$245M	+$59.4M	1	0.58%	Increased
85	EC Eminence Capital New York	$244M	-$3.06M	1	4.33%	Reduced
86	Maverick Capital Dallas, Texas	$243M	-$54.5M	1	3.14%	Reduced
87	PGGM Investments Zeist, Netherlands	$243M	-$2.68M	1	1.33%	Reduced
88	RhumbLine Advisers Boston, Massachusetts	$235M	-$9.04M	3	0.69%	Reduced
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$234M	+$1.52M	3	0.63%	Increased
90	FTCM Fir Tree Capital Management New York	$230M	-$58.3M	1	2.62%	Reduced
91	AWM Ashmore Wealth Management Wilmington, Delaware	$223M	$0	1	4.35%	Maintained
92	Boston Partners Boston, Massachusetts	$220M	+$56.6M	1	0.45%	Increased
93	Renaissance Technologies New York	$219M	-$20.6M	2	0.52%	Reduced
94	Ruffer LLP London, United Kingdom	$216M	+$206M	1	7.68%	New
95	ACM Atlanta Capital Management Atlanta, Georgia	$215M	-$30.4M	1	1.41%	Reduced
96	State Board of Administration of Florida Retirement System Tallahassee, Florida	$213M	-$2.86M	1	0.64%	Reduced
97	HCM Holland Capital Management Chicago, Illinois	$210M	+$1.42M	1	4.35%	Increased
98	Edgewood Management Greenwich, Connecticut	$207M	-$52.5M	1	2.31%	Reduced
99	Lord, Abbett & Co Jersey City, New Jersey	$202M	+$75M	1	0.45%	Increased
100	Janus Henderson Group London,	$201M	-$9.09M	1	2.03%	Reduced