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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	Thornburg Investment Management Santa Fe, New Mexico	$157M	-$21.4M	1	1.22%	Reduced
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$152M	-$4.66M	1	0.4%	Reduced
78	AQR Capital Management Greenwich, Connecticut	$150M	+$77.8M	2	0.27%	Increased
79	AllianceBernstein Nashville, Tennessee	$144M	-$7.45M	2	0.12%	Reduced
80	Emerald Acquisition Seattle, Washington	$143M	+$140M	2	0.25%	New
81	Two Sigma Investments New York	$141M	+$16.5M	2	0.61%	Increased
82	Epoch Investment Partners New York	$137M	+$134M	1	0.52%	Increased
83	Brown Advisory Baltimore, Maryland	$136M	-$4.52M	1	0.48%	Reduced
84	RhumbLine Advisers Boston, Massachusetts	$132M	+$5.51M	2	0.39%	Increased
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$131M	-$14.9M	2	0.15%	Reduced
86	Two Sigma Advisers New York	$131M	-$15.9M	2	0.66%	Reduced
87	Barclays London, United Kingdom	$128M	-$39.8M	2	0.17%	Reduced
88	Teachers Advisors New York	$128M	-$37.7M	2	0.22%	Reduced
89	Pictet Asset Management (UK) London, United Kingdom	$127M	+$39.7M	1	0.5%	Increased
90	MTB Mizuho Trust & Banking Tokyo, Japan	$126M	-$815K	1	0.39%	Reduced
91	State Board of Administration of Florida Retirement System Tallahassee, Florida	$119M	+$15M	2	0.38%	Increased
92	Miller Howard Investments Kingston, New York	$111M	-$4.43M	1	2%	Reduced
93	Axa Paris, France	$111M	-$5M	1	0.5%	Reduced
94	Eaton Vance Management Boston, Massachusetts	$111M	-$10.8M	1	0.32%	Reduced
95	Adage Capital Partners Boston, Massachusetts	$111M	-$2.67M	1	0.3%	Reduced
96	Principal Financial Group Des Moines, Iowa	$110M	+$1.99M	2	0.15%	Increased
97	MC Montag & Caldwell Atlanta, Georgia	$109M	+$25.7M	1	2.23%	Increased
98	Sterling Capital Management Charlotte, North Carolina	$109M	-$1.51M	1	0.99%	Reduced
99	I.G. Investment Management Winnipeg, Manitoba, Canada	$108M	+$27.6M	1	0.43%	Increased
100	Stifel Financial St. Louis, Missouri	$108M	+$5.48M	2	0.5%	Increased