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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	Nomura Asset Management Tokyo, Japan	$269M	+$42.6M	1	0.98%	Increased
77	Millennium Management New York	$268M	-$148M	2	0.11%	Reduced
78	DnB Asset Management Oslo, Norway	$254M	-$7.47M	1	1.32%	Reduced
79	Boston Partners Boston, Massachusetts	$253M	-$46.6M	1	0.3%	Reduced
80	Janus Henderson Group London,	$252M	-$17M	2	0.14%	Reduced
81	ProShare Advisors Bethesda, Maryland	$249M	+$38.9M	2	0.66%	Increased
82	Mitsubishi UFJ Asset Management Tokyo, Japan	$246M	+$34.4M	2	0.34%	Increased
83	Principal Financial Group Des Moines, Iowa	$243M	-$1.42M	2	0.14%	Reduced
84	HighTower Advisors Chicago, Illinois	$223M	-$18.6M	1	0.36%	Reduced
85	US Bancorp Minneapolis, Minnesota	$223M	-$5.56M	2	0.31%	Reduced
86	Mairs & Power Inc St Paul, Minnesota	$222M	-$13.4M	1	2.15%	Reduced
87	Bessemer Group Woodbridge, New Jersey	$218M	+$47.7M	1	0.39%	Increased
88	Waverton Investment Management London, United Kingdom	$214M	+$29.7M	1	4.46%	Increased
89	Lazard Asset Management New York	$214M	-$2.87M	2	0.26%	Reduced
90	Douglas Lane & Associates New York	$212M	-$5.94M	1	2.99%	Reduced
91	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$207M	+$1.48M	2	0.19%	Increased
92	Canada Life Winnipeg, Manitoba, Canada	$205M	+$2.28M	1	0.41%	Increased
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$201M	-$580K	1	0.42%	Reduced
94	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$199M	-$3M	1	0.46%	Reduced
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$195M	-$39.6M	1	0.21%	Reduced
96	ING Group Amsterdam, Netherlands	$193M	+$14.3M	1	1.32%	Increased
97	Aspex Management (HK) Central, Hong Kong	$191M	+$32M	1	5.12%	Increased
98	AQR Capital Management Greenwich, Connecticut	$186M	+$11.4M	1	0.32%	Increased
99	Robeco Institutional Asset Management Rotterdam, Netherlands	$186M	+$54.3M	1	0.4%	Increased
100	Polar Capital Holdings London, United Kingdom	$181M	+$54.6M	1	0.95%	Increased