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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	Bank of Nova Scotia Toronto, Ontario, Canada	$166M	+$60.7M	1	0.44%	Increased
77	Principal Financial Group Des Moines, Iowa	$163M	-$1.56M	2	0.12%	Reduced
78	HighTower Advisors Chicago, Illinois	$163M	+$19.7M	1	0.31%	Increased
79	Mairs & Power Inc St Paul, Minnesota	$162M	+$4.23M	1	1.91%	Increased
80	Alkeon Capital Management New York	$160M	-$91.6M	1	0.29%	Reduced
81	Victory Capital Management San Antonio, Texas	$160M	+$29.2M	2	0.18%	Increased
82	DZ Bank Frankfurt Am Main, Germany	$156M	-$240M	1	0.22%	Reduced
83	ProShare Advisors Bethesda, Maryland	$155M	+$21.7M	2	0.48%	Increased
84	KBC Group Brussels, Belgium	$151M	+$61.4M	2	0.62%	Increased
85	US Bancorp Minneapolis, Minnesota	$150M	+$6.06M	2	0.24%	Increased
86	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$149M	+$665K	1	0.25%	Increased
87	Nordea Investment Management Stockholm, Sweden	$148M	+$83.7M	1	0.21%	Increased
88	Douglas Lane & Associates New York	$148M	+$61.5K	1	2.48%	Increased
89	Nomura Asset Management Tokyo, Japan	$148M	+$12.4M	1	0.69%	Increased
90	Appaloosa LP Short Hills, New Jersey	$144M	-$63.8M	1	2.85%	Reduced
91	Citadel Advisors Miami, Florida	$143M	+$17.1M	2	0.03%	Increased
92	VOYA Investment Management Atlanta, Georgia	$141M	-$34.2M	2	0.16%	Reduced
93	State of Wisconsin Investment Board Madison, Wisconsin	$140M	-$3.17M	2	0.44%	Reduced
94	TD Asset Management Toronto, Ontario, Canada	$138M	-$2.17M	1	0.17%	Reduced
95	New York State Teachers Retirement System (NYSTRS) Albany, New York	$136M	-$6.75M	1	0.33%	Reduced
96	State Board of Administration of Florida Retirement System Tallahassee, Florida	$133M	-$942K	2	0.31%	Reduced
97	Canada Life Winnipeg, Manitoba, Canada	$132M	+$1.63M	1	0.32%	Increased
98	Susquehanna International Group Bala Cynwyd, Pennsylvania	$131M	+$26.1M	3	0.03%	Increased
99	TP Theleme Partners London, United Kingdom	$131M	+$8.12M	1	6.59%	Increased
100	Rokos Capital Management (UK) London, United Kingdom	$131M	+$125M	2	0.95%	Increased