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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	First Pacific Advisors El Segundo, California	$156M	+$22.8M	1	1.25%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$155M	-$3.24M	1	0.39%	Reduced
78	RhumbLine Advisers Boston, Massachusetts	$154M	+$4.19M	2	0.36%	Increased
79	Teachers Advisors New York	$152M	-$77.1M	2	0.22%	Reduced
80	VOYA Investment Management Atlanta, Georgia	$152M	+$47.6M	2	0.35%	Increased
81	AllianceBernstein Nashville, Tennessee	$147M	-$8.25M	2	0.12%	Reduced
82	Los Angeles Capital Management Los Angeles, California	$146M	+$41.1M	1	1.06%	Increased
83	Raymond James & Associates St Petersburg, Florida	$144M	+$5.11M	2	0.33%	Increased
84	Asset Management One Tokyo, Japan	$137M	-$9.41M	1	0.36%	Reduced
85	Brown Advisory Baltimore, Maryland	$133M	-$6.36M	2	0.46%	Reduced
86	Franklin Resources San Mateo, California	$132M	-$342M	1	0.07%	Reduced
87	Macquarie Group Sydney, NSW 2000, Australia	$129M	-$65.6M	2	0.23%	Reduced
88	HSBC Holdings London, United Kingdom	$127M	+$484K	1	0.27%	Increased
89	Russell Investments Group London, United Kingdom	$126M	+$3.18M	2	0.23%	Increased
90	Guggenheim Capital Chicago, Illinois	$125M	+$9.51M	2	0.34%	Increased
91	State Board of Administration of Florida Retirement System Tallahassee, Florida	$124M	-$1.18M	2	0.36%	Reduced
92	Principal Financial Group Des Moines, Iowa	$123M	+$785K	2	0.15%	Increased
93	BNP Paribas Financial Markets Paris, France	$122M	+$78.1M	2	0.32%	Increased
94	Capital Research Global Investors Los Angeles, California	$121M	-$419M	1	0.04%	Reduced
95	PNC Financial Services Group Pittsburgh, Pennsylvania	$118M	-$7.25M	2	0.13%	Reduced
96	Fidelity International Hamilton, Bermuda	$110M	+$63.9M	1	0.31%	Increased
97	Adage Capital Partners Boston, Massachusetts	$108M	+$1.57M	1	0.27%	Increased
98	Citigroup New York	$107M	+$20.5M	3	0.1%	Increased
99	Waddell & Reed Financial Overland Park, Kansas	$106M	-$9.49M	1	0.23%	Reduced
100	Sterling Capital Management Charlotte, North Carolina	$100M	-$15.7M	1	0.94%	Reduced