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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	Janus Henderson Investors US Denver, Colorado	$201M	-$377M	1	0.17%	Reduced
77	Brown Advisory Baltimore, Maryland	$200M	+$1.89M	1	0.65%	Increased
78	USAA United Services Automobile Association San Antonio, Texas	$199M	+$29.6M	1	0.7%	Increased
79	APG Asset Management Amsterdam, Netherlands	$198M	-$20.6M	1	0.4%	Reduced
80	HSBC Holdings London, United Kingdom	$193M	-$113M	1	0.39%	Reduced
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$193M	-$10.3M	1	0.5%	Reduced
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$192M	-$7.49M	2	0.46%	Reduced
83	Citadel Advisors Miami, Florida	$191M	+$92M	2	0.17%	Increased
84	Barclays London, United Kingdom	$183M	+$84M	3	0.21%	Increased
85	Swiss National Bank Zurich, Switzerland	$170M	-$51.7M	2	0.44%	Reduced
86	Principal Financial Group Des Moines, Iowa	$161M	+$25.6M	2	0.24%	Increased
87	US Bancorp Minneapolis, Minnesota	$157M	-$7.22M	2	0.61%	Reduced
88	Dimensional Fund Advisors Austin, Texas	$156M	+$10.3M	2	0.1%	Increased
89	Adage Capital Partners Boston, Massachusetts	$151M	-$9.24M	1	0.38%	Reduced
90	RhumbLine Advisers Boston, Massachusetts	$148M	-$35.5M	2	0.47%	Reduced
91	MTB Mizuho Trust & Banking Tokyo, Japan	$148M	+$3.07M	1	0.49%	Increased
92	Susquehanna International Group Bala Cynwyd, Pennsylvania	$148M	-$10.4M	2	0.06%	Reduced
93	SSM Sound Shore Management Greenwich, Connecticut	$143M	-$6.98M	1	2.3%	Reduced
94	Amundi Asset Management US Boston, Massachusetts	$142M	-$6.22M	1	0.52%	Reduced
95	HCM Holland Capital Management Chicago, Illinois	$141M	-$7.96M	1	3.36%	Reduced
96	Teachers Advisors New York	$141M	+$9.5M	2	0.26%	Increased
97	BlackRock Japan Tokyo, Japan	$140M	-$9.24M	2	0.54%	Reduced
98	Laurion Capital Management New York	$138M	+$135M	1	1.27%	Increased
99	Sterling Capital Management Charlotte, North Carolina	$135M	-$2.81M	1	1.22%	Reduced
100	State of Wisconsin Investment Board Madison, Wisconsin	$131M	+$15.8M	1	0.46%	Increased