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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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$232M	+$73.6M	2	0.23%	Increased
77	Jane Street New York	$232M	+$68.3M	2	0.06%	Increased
78	Massachusetts Financial Services Boston, Massachusetts	$230M	+$2.91M	1	0.08%	Increased
79	New York State Common Retirement Fund Albany, New York	$227M	+$8.02M	2	0.33%	Increased
80	Assenagon Asset Management Senningerberg, Luxembourg	$226M	+$156M	2	0.38%	Increased
81	Fisher Asset Management Camas, Washington	$223M	-$32.4M	1	0.1%	Reduced
82	Viking Global Investors Stamford, Connecticut	$220M	+$181M	1	0.7%	Increased
83	Capital Research Global Investors Los Angeles, California	$218M	+$532K	1	0.05%	Increased
84	Principal Financial Group Des Moines, Iowa	$216M	-$1.28M	2	0.12%	Reduced
85	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$215M	+$11.7M	2	0.43%	Increased
86	Russell Investments Group London, United Kingdom	$208M	+$27.3M	2	0.29%	Increased
87	Swedbank Stockholm, Sweden	$207M	+$5.07M	1	0.28%	Increased
88	KBC Group Brussels, Belgium	$206M	-$33.3M	2	0.64%	Reduced
89	Robeco Institutional Asset Management Rotterdam, Netherlands	$201M	-$1.22M	1	0.39%	Reduced
90	HighTower Advisors Chicago, Illinois	$200M	-$83.7K	2	0.27%	Reduced
91	US Bancorp Minneapolis, Minnesota	$200M	-$2.55M	2	0.27%	Reduced
92	Stifel Financial St. Louis, Missouri	$194M	-$54.5M	2	0.21%	Reduced
93	National Bank of Canada Montreal, Quebec, Canada	$189M	-$56M	3	0.2%	Reduced
94	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$189M	-$20.3M	2	0.18%	Reduced
95	Natixis Advisors Boston, Massachusetts	$176M	+$49.2M	2	0.32%	Increased
96	Epoch Investment Partners New York	$174M	-$3.28M	1	0.9%	Reduced
97	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$172M	+$2.52M	1	0.45%	Increased
98	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$171M	-$10.5M	1	6.17%	Reduced
99	Bridgewater Associates Westport, Connecticut	$167M	+$30.9M	1	0.78%	Increased
100	Douglas Lane & Associates New York	$167M	-$2.57M	1	2.47%	Reduced