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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	Truist Financial Charlotte, North Carolina	$173M	-$838K	1	0.32%	Reduced
77	Douglas Lane & Associates New York	$172M	+$1.24M	1	2.93%	Increased
78	Janus Henderson Group London,	$171M	-$244M	3	0.12%	Reduced
79	Mairs & Power Inc St Paul, Minnesota	$169M	+$14.5M	1	2.03%	Increased
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$169M	-$7.84M	2	0.41%	Reduced
81	F FIFTHDELTA London, United Kingdom	$168M	+$106M	1	11.06%	Increased
82	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$161M	-$1.41M	2	0.11%	Reduced
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$159M	+$824K	3	0.16%	Increased
84	HighTower Advisors Chicago, Illinois	$154M	+$12.2M	1	0.4%	Increased
85	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$150M	+$37.1M	1	0.38%	Increased
86	US Bancorp Minneapolis, Minnesota	$149M	+$1.99M	3	0.29%	Increased
87	Lazard Asset Management New York	$149M	+$570K	2	0.2%	Increased
88	Assenagon Asset Management Senningerberg, Luxembourg	$147M	-$94.5M	1	0.54%	Reduced
89	Adage Capital Partners Boston, Massachusetts	$145M	-$1.75M	1	0.33%	Reduced
90	Bessemer Group Woodbridge, New Jersey	$142M	+$145M	1	0.35%	Increased
91	Jennison Associates New York	$140M	-$9.87M	1	0.14%	Reduced
92	AQR Capital Management Greenwich, Connecticut	$137M	+$31.6M	1	0.31%	Increased
93	Baird Financial Group Milwaukee, Wisconsin	$135M	+$6.79M	1	0.38%	Increased
94	Allspring Global Investments Charlotte, North Carolina	$133M	-$10.6M	2	0.22%	Reduced
95	Jane Street New York	$133M	+$79.6M	2	0.06%	Increased
96	Rafferty Asset Management New York	$130M	-$83.9M	2	1.2%	Reduced
97	Macquarie Group Sydney, NSW 2000, Australia	$127M	+$53.4M	2	0.14%	Increased
98	Korea Investment Corp Seoul, South Korea	$126M	+$20.8M	1	0.39%	Increased
99	Waverton Investment Management London, United Kingdom	$125M	+$2.51M	1	4.87%	Increased
100	Schroder Investment Management Group London, United Kingdom	$125M	+$7.33M	2	0.19%	Increased