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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	HMP HS Management Partners New York	$218M	+$33M	1	6%	Increased
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$216M	+$13.7M	2	0.18%	Increased
78	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$215M	+$2.79M	1	0.41%	Increased
79	DekaBank Deutsche Girozentrale Frankfurt, Germany	$210M	+$25.6M	1	0.61%	Increased
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$210M	-$7.69M	2	0.4%	Reduced
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$207M	-$6.91M	1	0.43%	Reduced
82	ProShare Advisors Bethesda, Maryland	$205M	-$7.84M	2	0.6%	Reduced
83	Douglas Lane & Associates New York	$197M	-$536K	1	2.76%	Reduced
84	Envestnet Asset Management Chicago, Illinois	$195M	+$8.08M	2	0.11%	Increased
85	Truist Financial Charlotte, North Carolina	$186M	+$10.7M	1	0.3%	Increased
86	Victory Capital Management San Antonio, Texas	$180M	+$12M	2	0.17%	Increased
87	Fred Alger Management New York	$176M	-$216M	1	0.42%	Reduced
88	Schroder Investment Management Group London, United Kingdom	$171M	+$24.4M	2	0.21%	Increased
89	Adage Capital Partners Boston, Massachusetts	$169M	-$4.33M	1	0.33%	Reduced
90	PNC Financial Services Group Pittsburgh, Pennsylvania	$167M	-$39.9M	2	0.15%	Reduced
91	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$164M	-$57.1M	2	0.36%	Reduced
92	US Bancorp Minneapolis, Minnesota	$161M	+$2.71M	3	0.3%	Increased
93	Mairs & Power Inc St Paul, Minnesota	$161M	+$4.53M	1	1.59%	Increased
94	State of Wisconsin Investment Board Madison, Wisconsin	$159M	+$302K	2	0.33%	Increased
95	Lazard Asset Management New York	$159M	-$2.48M	1	0.18%	Reduced
96	Assenagon Asset Management Senningerberg, Luxembourg	$158M	+$142M	1	0.54%	Increased
97	Retirement Systems of Alabama Montgomery, Alabama	$158M	+$6.43M	1	0.57%	Increased
98	Mirae Asset Global Investments Seoul, South Korea	$154M	+$33M	2	0.43%	Increased
99	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$153M	+$37.6M	1	0.24%	Increased
100	Millennium Management New York	$150M	+$6.83M	3	0.09%	Increased