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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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$235M	+$9.67M	1	0.43%	Increased
77	Two Sigma Investments New York	$234M	+$149M	2	0.69%	Increased
78	Principal Financial Group Des Moines, Iowa	$218M	-$19.2M	2	0.14%	Reduced
79	New York State Teachers Retirement System (NYSTRS) Albany, New York	$212M	+$98.6K	1	0.43%	Increased
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$211M	-$3.56M	2	0.41%	Reduced
81	Truist Financial Charlotte, North Carolina	$208M	-$390K	1	0.33%	Reduced
82	JP Morgan Private Wealth Advisors San Francisco, California	$208M	+$47.4M	1	0.45%	Increased
83	Douglas Lane & Associates New York	$205M	-$1.47M	1	2.89%	Reduced
84	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$195M	+$638K	2	0.13%	Increased
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$190M	+$3.66M	3	0.17%	Increased
86	Mairs & Power Inc St Paul, Minnesota	$186M	+$14.4M	1	1.87%	Increased
87	Laurion Capital Management New York	$182M	+$199M	1	2.22%	New
88	Jennison Associates New York	$178M	-$24.2M	2	0.13%	Reduced
89	Lazard Asset Management New York	$177M	-$6.99M	2	0.21%	Reduced
90	US Bancorp Minneapolis, Minnesota	$176M	+$1.29M	3	0.29%	Increased
91	Adage Capital Partners Boston, Massachusetts	$176M	-$16.2M	1	0.33%	Reduced
92	Victory Capital Management San Antonio, Texas	$175M	-$7M	2	0.18%	Reduced
93	Allspring Global Investments Charlotte, North Carolina	$171M	+$48.1M	2	0.22%	Increased
94	HMP HS Management Partners New York	$171M	-$39.8M	1	4.92%	Reduced
95	HighTower Advisors Chicago, Illinois	$170M	+$42.8M	1	0.38%	Increased
96	Robeco Institutional Asset Management Rotterdam, Netherlands	$170M	+$26.7M	1	0.4%	Increased
97	Lord, Abbett & Co Jersey City, New Jersey	$162M	-$72.8M	1	0.43%	Reduced
98	DZ Bank Frankfurt Am Main, Germany	$161M	-$183M	1	0.23%	Reduced
99	Polar Capital Holdings London, United Kingdom	$160M	-$64.8M	2	0.72%	Reduced
100	Bahl & Gaynor Cincinnati, Ohio	$160M	-$82.4M	1	1.17%	Reduced