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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	APG Asset Management Amsterdam, Netherlands	$152M	+$16.1M	1	0.32%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$150M	-$3.84M	1	0.4%	Reduced
78	Susquehanna International Group Bala Cynwyd, Pennsylvania	$145M	+$13.5M	2	0.08%	Increased
79	AllianceBernstein Nashville, Tennessee	$144M	-$1.57M	2	0.12%	Reduced
80	Two Sigma Advisers New York	$140M	+$12.2M	1	0.78%	Increased
81	PNC Financial Services Group Pittsburgh, Pennsylvania	$139M	-$18.5M	3	0.16%	Reduced
82	Brown Advisory Baltimore, Maryland	$134M	-$10.8M	1	0.46%	Reduced
83	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$125M	+$3.2M	1	0.52%	Increased
84	American Century Companies Kansas City, Missouri	$125M	+$4.64M	1	0.15%	Increased
85	MTB Mizuho Trust & Banking Tokyo, Japan	$121M	-$1.37M	1	0.38%	Reduced
86	RhumbLine Advisers Boston, Massachusetts	$120M	+$3.68M	2	0.37%	Increased
87	Two Sigma Investments New York	$118M	+$33.5M	2	0.56%	Increased
88	Alkeon Capital Management New York	$117M	+$22.1M	1	2.42%	Increased
89	PGGM Investments Zeist, Netherlands	$117M	-$69M	1	0.62%	Reduced
90	Eaton Vance Management Boston, Massachusetts	$117M	-$10.3M	1	0.36%	Reduced
91	MG Meritage Group San Francisco, California	$113M	+$24.5M	1	2.54%	Increased
92	D.E. Shaw & Co New York	$112M	-$121M	2	0.2%	Reduced
93	Russell Frank Company Seattle, Washington	$112M	-$12M	2	0.2%	Reduced
94	Axa Paris, France	$111M	+$11.1M	1	0.5%	Increased
95	Miller Howard Investments Kingston, New York	$111M	+$102M	1	2.05%	Increased
96	Millennium Management New York	$110M	-$26.7M	2	0.27%	Reduced
97	Adage Capital Partners Boston, Massachusetts	$109M	-$6.92M	1	0.29%	Reduced
98	BlackRock Japan Tokyo, Japan	$107M	-$6.19M	2	0.4%	Reduced
99	Sterling Capital Management Charlotte, North Carolina	$105M	+$4.3M	1	0.96%	Increased
100	Principal Financial Group Des Moines, Iowa	$103M	-$17.4M	2	0.15%	Reduced