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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	Rafferty Asset Management New York	$158M	+$51.8M	2	1.68%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$156M	-$557K	1	0.4%	Reduced
78	Mairs & Power Inc St Paul, Minnesota	$152M	+$3.19M	1	1.92%	Increased
79	Janus Henderson Group London,	$152M	+$1.39M	3	0.11%	Increased
80	Bessemer Group Woodbridge, New Jersey	$152M	+$32M	2	0.4%	Increased
81	Douglas Lane & Associates New York	$151M	-$1.14M	1	2.8%	Reduced
82	Truist Financial Charlotte, North Carolina	$150M	-$3.47M	1	0.29%	Reduced
83	State Board of Administration of Florida Retirement System Tallahassee, Florida	$148M	-$1.76M	2	0.38%	Reduced
84	ProShare Advisors Bethesda, Maryland	$140M	-$36.3M	2	0.54%	Reduced
85	PNC Financial Services Group Pittsburgh, Pennsylvania	$140M	-$1.03M	3	0.15%	Reduced
86	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$136M	+$3.59M	1	0.38%	Increased
87	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$132M	-$12.7M	2	0.09%	Reduced
88	Assenagon Asset Management Senningerberg, Luxembourg	$131M	+$1.34M	1	0.5%	Increased
89	US Bancorp Minneapolis, Minnesota	$129M	-$3.18M	3	0.27%	Reduced
90	Two Sigma Investments New York	$128M	+$77M	2	0.44%	Increased
91	Adage Capital Partners Boston, Massachusetts	$127M	-$2.38M	1	0.31%	Reduced
92	Baird Financial Group Milwaukee, Wisconsin	$126M	+$7.25M	1	0.37%	Increased
93	HighTower Advisors Chicago, Illinois	$123M	-$15.9M	1	0.33%	Reduced
94	Lazard Asset Management New York	$119M	-$15.3M	2	0.17%	Reduced
95	Jennison Associates New York	$117M	-$8.72M	1	0.12%	Reduced
96	Panagora Asset Management Boston, Massachusetts	$113M	+$20.3M	1	0.78%	Increased
97	Two Sigma Advisers New York	$112M	+$30.3M	2	0.32%	Increased
98	Raymond James Financial Services Advisors St. Petersburg, Florida	$112M	+$3.28M	2	0.25%	Increased
99	Natixis Advisors Boston, Massachusetts	$111M	+$7.67M	2	0.47%	Increased
100	Waverton Investment Management London, United Kingdom	$110M	-$979K	1	4.5%	Reduced