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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$125M	-$2.63M	1	0.31%	Reduced
77	Raymond James & Associates St Petersburg, Florida	$125M	-$4.78M	2	0.25%	Reduced
78	Asset Management One Tokyo, Japan	$125M	+$2.29M	1	0.29%	Increased
79	Prudential Financial Newark, New Jersey	$123M	+$558K	2	0.18%	Increased
80	Barclays London, United Kingdom	$122M	+$12.8M	3	0.13%	Increased
81	CIBC Private Wealth Group Atlanta, Georgia	$119M	+$2.51M	1	0.54%	Increased
82	HSBC Holdings London, United Kingdom	$116M	-$18.1M	1	0.19%	Reduced
83	Principal Financial Group Des Moines, Iowa	$116M	-$2.92M	1	0.11%	Reduced
84	TGA Trilogy Global Advisors Winter Park, Florida	$114M	+$24.7M	1	7.21%	Increased
85	State Board of Administration of Florida Retirement System Tallahassee, Florida	$112M	+$250K	2	0.31%	Increased
86	Guggenheim Capital Chicago, Illinois	$112M	+$2M	2	0.26%	Increased
87	Brown Advisory Baltimore, Maryland	$110M	-$53.5M	1	0.36%	Reduced
88	Adage Capital Partners Boston, Massachusetts	$104M	+$159K	1	0.25%	Increased
89	Bank of Montreal Toronto, Ontario, Canada	$101M	-$13.1M	2	0.09%	Reduced
90	Credit Agricole Montrouge Cedex, France	$93.4M	+$1.21M	2	0.32%	Increased
91	State of Wisconsin Investment Board Madison, Wisconsin	$92.9M	+$10.5M	2	0.27%	Increased
92	PNC Financial Services Group Pittsburgh, Pennsylvania	$91.4M	-$6.16M	2	0.1%	Reduced
93	CBT Capital Bank & Trust Irvine, California	$90.6M	+$19.4M	1	1.16%	Increased
94	LCS Levin Capital Strategies New York	$87.5M	+$16.2M	1	1.48%	Increased
95	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$86.1M	-$205M	3	0.1%	Reduced
96	Sterling Capital Management Charlotte, North Carolina	$81.9M	-$7.61M	1	0.77%	Reduced
97	Natixis Advisors Boston, Massachusetts	$80.4M	-$157K	1	0.85%	Reduced
98	Baird Financial Group Milwaukee, Wisconsin	$79.9M	-$4.48M	2	0.6%	Reduced
99	Mairs & Power Inc St Paul, Minnesota	$79.2M	-$117K	1	0.95%	Reduced
100	VOYA Investment Management Atlanta, Georgia	$78.5M	-$72M	2	0.17%	Reduced