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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	Swiss National Bank Zurich, Switzerland	$240M	+$61.6M	2	0.64%	Increased
77	Lazard Asset Management New York	$233M	+$77.3M	1	0.5%	Increased
78	Allianz Asset Management Munich, Germany	$228M	-$83.2M	2	0.26%	Reduced
79	New York State Teachers Retirement System (NYSTRS) Albany, New York	$224M	-$4.87M	1	0.57%	Reduced
80	Brown Advisory Baltimore, Maryland	$220M	-$598M	1	0.7%	Reduced
81	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$218M	-$3.8M	2	0.52%	Reduced
82	Cornerstone Investment Partners Atlanta, Georgia	$210M	-$113M	1	3.87%	Reduced
83	RhumbLine Advisers Boston, Massachusetts	$199M	-$4.87M	2	0.57%	Reduced
84	PGGM Investments Zeist, Netherlands	$195M	+$2.8M	1	0.92%	Increased
85	USAA United Services Automobile Association San Antonio, Texas	$191M	+$72M	1	0.67%	Increased
86	D.E. Shaw & Co New York	$187M	+$168M	2	0.29%	Increased
87	Bank of Montreal Toronto, Ontario, Canada	$184M	-$31.1M	2	0.21%	Reduced
88	US Bancorp Minneapolis, Minnesota	$182M	-$4.18M	2	0.7%	Reduced
89	Adage Capital Partners Boston, Massachusetts	$177M	+$2.8M	1	0.43%	Increased
90	SSM Sound Shore Management Greenwich, Connecticut	$165M	+$51.8M	1	2.64%	Increased
91	BlackRock Japan Tokyo, Japan	$165M	-$7.8M	2	0.66%	Reduced
92	HCM Holland Capital Management Chicago, Illinois	$165M	-$6.3M	1	3.73%	Reduced
93	Amundi Asset Management US Boston, Massachusetts	$163M	+$42.6M	1	0.58%	Increased
94	TCW Group Los Angeles, California	$162M	-$80.6M	1	0.78%	Reduced
95	Dimensional Fund Advisors Austin, Texas	$162M	+$4.08M	2	0.1%	Increased
96	MTB Mizuho Trust & Banking Tokyo, Japan	$161M	+$6.53M	1	0.55%	Increased
97	Susquehanna International Group Bala Cynwyd, Pennsylvania	$161M	+$35.6M	2	0.07%	Increased
98	State Board of Administration of Florida Retirement System Tallahassee, Florida	$155M	-$15.6M	2	0.53%	Reduced
99	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$154M	-$83.8M	1	0.57%	Reduced
100	Sterling Capital Management Charlotte, North Carolina	$152M	+$3.18M	1	1.36%	Increased