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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	D.E. Shaw & Co New York	$186M	-$117M	1	0.2%	Reduced
77	EdgePoint Investment Group Toronto, Ontario, Canada	$184M	+$179M	1	1.84%	Increased
78	Mairs & Power Inc St Paul, Minnesota	$181M	+$1.95M	1	2.09%	Increased
79	Envestnet Asset Management Chicago, Illinois	$179M	+$277M	2	0.09%	Increased
80	New York State Teachers Retirement System (NYSTRS) Albany, New York	$171M	-$2.57M	1	0.4%	Reduced
81	Bahl & Gaynor Cincinnati, Ohio	$170M	-$17.8M	1	0.91%	Reduced
82	Douglas Lane & Associates New York	$170M	-$1.51M	1	2.82%	Reduced
83	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$169M	-$6.9M	2	0.1%	Reduced
84	Swedbank Stockholm, Sweden	$166M	+$63.4M	1	0.33%	Increased
85	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$164M	+$9.73M	1	0.4%	Increased
86	State Board of Administration of Florida Retirement System Tallahassee, Florida	$163M	-$1.78M	2	0.38%	Reduced
87	US Bancorp Minneapolis, Minnesota	$162M	-$4.33M	2	0.27%	Reduced
88	Macquarie Group Sydney, NSW 2000, Australia	$160M	-$2.54M	2	0.19%	Reduced
89	ProShare Advisors Bethesda, Maryland	$160M	+$15.4M	2	0.49%	Increased
90	Truist Financial Charlotte, North Carolina	$158M	-$1.46M	1	0.27%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$154M	+$22.3M	1	0.19%	Increased
92	HighTower Advisors Chicago, Illinois	$153M	+$3.86M	1	0.33%	Increased
93	State of Wisconsin Investment Board Madison, Wisconsin	$153M	+$28.4M	2	0.46%	Increased
94	Cerity Partners New York	$152M	-$4.27M	2	0.36%	Reduced
95	Victory Capital Management San Antonio, Texas	$148M	-$20.3M	2	0.17%	Reduced
96	Altshuler Shaham Tel Aviv, Israel	$143M	+$140M	1	3.13%	Increased
97	Adage Capital Partners Boston, Massachusetts	$142M	+$1.08M	1	0.32%	Increased
98	TP Theleme Partners London, United Kingdom	$142M	+$138M	1	6.1%	New
99	APG Asset Management Amsterdam, Netherlands	$140M	-$9.87M	1	0.3%	Reduced
100	Korea Investment Corp Seoul, South Korea	$139M	+$6.38M	1	0.41%	Increased