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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	Brown Advisory Baltimore, Maryland	$166M	-$5.8M	1	0.59%	Reduced
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$165M	-$673K	1	0.46%	Reduced
78	USAA United Services Automobile Association San Antonio, Texas	$164M	-$7.98M	1	0.61%	Reduced
79	Ameriprise Minneapolis, Minnesota	$163M	-$234M	2	0.1%	Reduced
80	AllianceBernstein Nashville, Tennessee	$161M	-$41.4M	2	0.14%	Reduced
81	First Pacific Advisors El Segundo, California	$161M	+$59.3M	1	1.38%	Increased
82	Swiss National Bank Zurich, Switzerland	$159M	+$15.5M	2	0.41%	Increased
83	BNP Paribas Financial Markets Paris, France	$157M	+$115M	2	0.39%	Increased
84	APG Asset Management Amsterdam, Netherlands	$154M	-$17.5M	1	0.35%	Reduced
85	Two Sigma Investments New York	$139M	+$122M	1	0.71%	Increased
86	SG Americas Securities New York	$139M	+$359M	2	0.83%	Increased
87	Eaton Vance Management Boston, Massachusetts	$137M	-$251M	1	0.42%	Reduced
88	Teachers Advisors New York	$137M	+$21.1M	2	0.27%	Increased
89	Principal Financial Group Des Moines, Iowa	$135M	-$2.54M	2	0.21%	Reduced
90	MTB Mizuho Trust & Banking Tokyo, Japan	$130M	+$2.84M	1	0.45%	Increased
91	US Bancorp Minneapolis, Minnesota	$128M	-$7.57M	2	0.54%	Reduced
92	RhumbLine Advisers Boston, Massachusetts	$126M	-$741K	2	0.43%	Reduced
93	Citigroup New York	$125M	+$35.9M	2	0.12%	Increased
94	Adage Capital Partners Boston, Massachusetts	$124M	-$5.89M	1	0.35%	Reduced
95	Sterling Capital Management Charlotte, North Carolina	$116M	-$256K	1	1.04%	Reduced
96	Prudential Financial Newark, New Jersey	$115M	-$64.8M	1	0.23%	Reduced
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$112M	+$33.3M	1	0.46%	Increased
98	State Board of Administration of Florida Retirement System Tallahassee, Florida	$112M	+$309K	2	0.43%	Increased
99	BlackRock Japan Tokyo, Japan	$111M	-$10.2M	2	0.44%	Reduced
100	State of New Jersey Common Pension Fund D Trenton, New Jersey	$110M	+$3.86M	1	0.47%	Increased