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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	Bahl & Gaynor Cincinnati, Ohio	$200M	+$4.2M	1	1.27%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$198M	-$9.98M	1	0.43%	Reduced
78	ProShare Advisors Bethesda, Maryland	$198M	+$36.4M	2	0.62%	Increased
79	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$197M	+$9.33M	1	0.41%	Increased
80	PNC Financial Services Group Pittsburgh, Pennsylvania	$194M	+$2.27M	2	0.19%	Increased
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$187M	+$35M	2	0.16%	Increased
82	Los Angeles Capital Management Los Angeles, California	$183M	-$36M	3	0.83%	Reduced
83	Douglas Lane & Associates New York	$183M	-$3.28M	1	2.84%	Reduced
84	Voloridge Investment Management Jupiter, Florida	$179M	+$188M	2	1.31%	Increased
85	Envestnet Asset Management Chicago, Illinois	$173M	+$28.9M	2	0.11%	Increased
86	HMP HS Management Partners New York	$169M	+$33.3M	1	4.99%	Increased
87	DekaBank Deutsche Girozentrale Frankfurt, Germany	$169M	+$43.9M	1	0.56%	Increased
88	JP Morgan Private Wealth Advisors San Francisco, California	$166M	-$9.69M	1	0.54%	Reduced
89	Select Equity Group New York	$163M	+$60.4M	1	0.59%	Increased
90	Truist Financial Charlotte, North Carolina	$162M	+$11.8M	1	0.28%	Increased
91	Adage Capital Partners Boston, Massachusetts	$161M	-$3.48M	1	0.33%	Reduced
92	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$160M	-$6.24M	2	0.35%	Reduced
93	Victory Capital Management San Antonio, Texas	$155M	-$72.2M	2	0.16%	Reduced
94	Lazard Asset Management New York	$150M	-$103M	1	0.18%	Reduced
95	State of Wisconsin Investment Board Madison, Wisconsin	$148M	+$7.48M	2	0.31%	Increased
96	US Bancorp Minneapolis, Minnesota	$147M	+$3.2M	3	0.3%	Increased
97	Two Sigma Investments New York	$145M	+$9.51M	2	0.38%	Increased
98	Jacobs Levy Equity Management Florham Park, New Jersey	$145M	+$28.1M	3	1.12%	Increased
99	Mairs & Power Inc St Paul, Minnesota	$145M	+$15.6M	1	1.52%	Increased
100	AustralianSuper Melbourne, Australia	$143M	+$116M	1	1.12%	Increased