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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	Teachers Advisors New York	$139M	-$7.55M	3	0.2%	Reduced
77	D.E. Shaw & Co New York	$138M	-$57.8M	2	0.23%	Reduced
78	Raymond James & Associates St Petersburg, Florida	$138M	-$744K	2	0.3%	Reduced
79	New York State Teachers Retirement System (NYSTRS) Albany, New York	$136M	-$13.1M	1	0.35%	Reduced
80	Asset Management One Tokyo, Japan	$130M	-$1.91M	1	0.33%	Reduced
81	Prudential Financial Newark, New Jersey	$130M	-$160M	2	0.19%	Reduced
82	Susquehanna International Group Bala Cynwyd, Pennsylvania	$127M	+$46.8M	3	0.06%	Increased
83	Principal Financial Group Des Moines, Iowa	$127M	+$8.66M	2	0.13%	Increased
84	Janus Henderson Group London,	$126M	+$116M	1	0.09%	Increased
85	CIBC Private Wealth Group Atlanta, Georgia	$125M	+$28.7M	1	0.78%	Increased
86	Bank of Montreal Toronto, Ontario, Canada	$122M	+$29.3M	2	0.12%	Increased
87	State Board of Administration of Florida Retirement System Tallahassee, Florida	$119M	+$129K	2	0.34%	Increased
88	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$118M	+$34.3M	1	0.27%	Increased
89	Guggenheim Capital Chicago, Illinois	$117M	-$3.09M	2	0.31%	Reduced
90	Capital Research Global Investors Los Angeles, California	$117M	$0	1	0.04%	Maintained
91	Barclays London, United Kingdom	$116M	-$88.1M	3	0.12%	Reduced
92	Adage Capital Partners Boston, Massachusetts	$111M	+$6.31M	1	0.27%	Increased
93	PNC Financial Services Group Pittsburgh, Pennsylvania	$104M	-$10.4M	2	0.11%	Reduced
94	Credit Agricole Montrouge Cedex, France	$98M	+$34.8M	2	0.32%	Increased
95	Franklin Resources San Mateo, California	$96.5M	-$30.9M	1	0.05%	Reduced
96	TGA Trilogy Global Advisors Winter Park, Florida	$95.9M	+$8.06M	1	3.22%	Increased
97	Sterling Capital Management Charlotte, North Carolina	$95.2M	-$1.3M	1	0.92%	Reduced
98	Miller Howard Investments Kingston, New York	$94.7M	-$211K	1	1.89%	Reduced
99	Baird Financial Group Milwaukee, Wisconsin	$89.6M	+$2.98M	2	0.7%	Increased
100	State of Wisconsin Investment Board Madison, Wisconsin	$87.4M	+$3.24M	2	0.28%	Increased