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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	American Century Companies Kansas City, Missouri	$121M	-$5.03M	1	0.12%	Reduced
77	Schroder Investment Management Group London, United Kingdom	$120M	+$8.17M	1	0.21%	Increased
78	Adage Capital Partners Boston, Massachusetts	$118M	+$2.46M	1	0.27%	Increased
79	Principal Financial Group Des Moines, Iowa	$117M	-$11.5M	1	0.11%	Reduced
80	Lord, Abbett & Co Jersey City, New Jersey	$114M	-$1.86M	1	0.34%	Reduced
81	State Board of Administration of Florida Retirement System Tallahassee, Florida	$114M	-$2.6M	2	0.31%	Reduced
82	Two Sigma Advisers New York	$113M	+$70.3M	2	0.31%	Increased
83	CBT Capital Bank & Trust Irvine, California	$111M	+$21.1M	1	1.51%	Increased
84	Allianz Asset Management Munich, Germany	$110M	-$24.6M	1	0.1%	Reduced
85	WP Wedgewood Partners St Louis, Missouri	$108M	-$15.7M	1	4.95%	Reduced
86	Prudential Financial Newark, New Jersey	$106M	-$26.1M	2	0.16%	Reduced
87	State of Wisconsin Investment Board Madison, Wisconsin	$106M	-$14.9M	2	0.31%	Reduced
88	IIM Ivory Investment Management New York	$101M	+$32.7M	1	6.08%	Increased
89	Guggenheim Capital Chicago, Illinois	$100M	+$490K	2	0.25%	Increased
90	Amundi Asset Management US Boston, Massachusetts	$99.9M	+$14.8M	2	0.16%	Increased
91	State of New Jersey Common Pension Fund D Trenton, New Jersey	$98.4M	+$17.8M	1	0.38%	Increased
92	Susquehanna International Group Bala Cynwyd, Pennsylvania	$96.2M	-$79.3M	3	0.03%	Reduced
93	First Pacific Advisors El Segundo, California	$96.2M	-$909K	1	0.73%	Reduced
94	Brown Advisory Baltimore, Maryland	$91.6M	-$10.1M	1	0.3%	Reduced
95	Millennium Management New York	$90.2M	+$30.3M	2	0.12%	Increased
96	Lazard Asset Management New York	$89.7M	+$12.7M	1	0.15%	Increased
97	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$87.8M	-$23M	3	0.1%	Reduced
98	Jennison Associates New York	$86.8M	+$2.82M	1	0.09%	Increased
99	Prudential plc London, England, United Kingdom	$86.6M	+$9.81M	1	0.27%	Increased
100	Natixis Paris, France	$86.4M	-$13.7M	1	0.53%	Reduced