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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	State Board of Administration of Florida Retirement System Tallahassee, Florida	$114M	-$955K	2	0.31%	Reduced
77	Adage Capital Partners Boston, Massachusetts	$111M	-$8.96M	1	0.25%	Reduced
78	HP Holowesko Partners Nassau, Bahamas	$108M	+$27.6M	1	7.29%	Increased
79	Allianz Asset Management Munich, Germany	$106M	-$4.69M	1	0.1%	Reduced
80	American Century Companies Kansas City, Missouri	$105M	-$16.9M	1	0.11%	Reduced
81	Lord, Abbett & Co Jersey City, New Jersey	$103M	-$13M	1	0.3%	Reduced
82	Bank of Montreal Toronto, Ontario, Canada	$102M	-$64.1M	2	0.08%	Reduced
83	CBT Capital Bank & Trust Irvine, California	$102M	-$10.6M	1	1.33%	Reduced
84	State of Wisconsin Investment Board Madison, Wisconsin	$101M	-$4.31M	2	0.29%	Reduced
85	WP Wedgewood Partners St Louis, Missouri	$99.4M	-$9.5M	1	5.02%	Reduced
86	Lazard Asset Management New York	$98.5M	+$7.56M	1	0.17%	Increased
87	Prudential Financial Newark, New Jersey	$96.4M	-$11.3M	2	0.14%	Reduced
88	Douglas Lane & Associates New York	$90.7M	+$4.56M	1	1.92%	Increased
89	Prudential plc London, England, United Kingdom	$90.5M	+$2.8M	1	0.28%	Increased
90	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$89.9M	+$1.25M	3	0.1%	Increased
91	H Hexavest Montreal, Quebec, Canada	$88.6M	+$2.84M	1	1.15%	Increased
92	Retirement Systems of Alabama Montgomery, Alabama	$87.9M	+$446K	1	0.43%	Increased
93	Factory Mutual Insurance Waltham, Massachusetts	$86.7M	+$21.2M	1	0.93%	Increased
94	Hamlin Capital Management New York	$85.4M	+$11.3M	1	3.47%	Increased
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$84.9M	-$90.4M	1	0.16%	Reduced
96	Baird Financial Group Milwaukee, Wisconsin	$84.5M	+$1.06M	2	0.57%	Increased
97	HSBC Holdings London, United Kingdom	$83.3M	-$72.2M	1	0.15%	Reduced
98	PNC Financial Services Group Pittsburgh, Pennsylvania	$81M	-$2.24M	2	0.08%	Reduced
99	Natixis Advisors Boston, Massachusetts	$77.9M	-$8.48M	1	0.74%	Reduced
100	Employees Provident Fund Board Shah Alam, Malaysia	$77M	$0	1	2.09%	Maintained