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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	TCW Group Los Angeles, California	$301M	-$49.7M	1	1.25%	Reduced
77	Parnassus Investments San Francisco, California	$297M	+$26.8M	1	2.87%	Increased
78	Parametric Portfolio Associates Seattle, Washington	$290M	-$2.2M	1	0.69%	Reduced
79	Charles Schwab San Francisco, California	$279M	+$7.69M	3	0.5%	Increased
80	Lazard Asset Management New York	$277M	-$39.3M	1	0.62%	Reduced
81	Egerton Capital (UK) London, United Kingdom	$274M	-$103M	1	4.17%	Reduced
82	New York State Teachers Retirement System (NYSTRS) Albany, New York	$273M	-$8.48M	1	0.72%	Reduced
83	Baillie Gifford & Co Edinburgh, United Kingdom	$272M	+$11M	1	0.64%	Increased
84	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$270M	+$5.93M	1	1.07%	Increased
85	Flossbach Von Storch Cologne, Germany	$266M	-$21M	1	7.09%	Reduced
86	Boston Partners Boston, Massachusetts	$258M	+$24M	1	0.47%	Increased
87	Harris Associates Chicago, Illinois	$255M	+$46.8M	1	0.46%	Increased
88	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$249M	+$1.11M	3	0.66%	Increased
89	RhumbLine Advisers Boston, Massachusetts	$247M	-$2.91M	3	0.73%	Reduced
90	Ruffer LLP London, United Kingdom	$247M	+$15.8M	1	7.55%	Increased
91	AWM Ashmore Wealth Management Wilmington, Delaware	$237M	$0	1	4.72%	Maintained
92	Renaissance Technologies New York	$233M	+$517K	2	0.56%	Increased
93	ING Group Amsterdam, Netherlands	$224M	-$86M	1	1.18%	Reduced
94	Janus Henderson Group London,	$224M	+$9.69M	1	2.18%	Increased
95	VVP Vulcan Value Partners Birmingham, Alabama	$223M	+$32.5M	1	3.94%	Increased
96	FTCM Fir Tree Capital Management New York	$219M	-$24.1M	1	2.46%	Reduced
97	PGGM Investments Zeist, Netherlands	$218M	-$38.3M	1	1.14%	Reduced
98	Fred Alger Management New York	$218M	+$47.3M	1	1.08%	Increased
99	Arrowstreet Capital Boston, Massachusetts	$216M	+$172M	2	1.3%	Increased
100	APG Asset Management Amsterdam, Netherlands	$214M	+$27.1M	1	0.56%	Increased