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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	New York State Common Retirement Fund Albany, New York	$230M	-$5.22M	2	0.31%	Reduced
77	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$225M	+$1.45M	2	0.4%	Increased
78	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$220M	+$4.69M	2	0.2%	Increased
79	Stifel Financial St. Louis, Missouri	$217M	+$15.1M	2	0.21%	Increased
80	HighTower Advisors Chicago, Illinois	$214M	+$6.03M	2	0.27%	Increased
81	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$211M	+$31.7M	1	7.4%	Increased
82	National Bank of Canada Montreal, Quebec, Canada	$210M	+$12.9M	3	0.2%	Increased
83	Natixis Advisors Boston, Massachusetts	$208M	+$23.8M	2	0.33%	Increased
84	Principal Financial Group Des Moines, Iowa	$208M	-$14.7M	1	0.11%	Reduced
85	Robeco Institutional Asset Management Rotterdam, Netherlands	$204M	-$4.67M	2	0.33%	Reduced
86	Susquehanna International Group Bala Cynwyd, Pennsylvania	$203M	+$27.6M	4	0.03%	Increased
87	Fisher Asset Management Camas, Washington	$203M	-$26.5M	1	0.08%	Reduced
88	Prudential Financial Newark, New Jersey	$202M	-$63.4M	1	0.26%	Reduced
89	US Bancorp Minneapolis, Minnesota	$202M	-$4.99M	2	0.25%	Reduced
90	Axa Paris, France	$197M	-$79.9M	2	0.57%	Reduced
91	Nomura Asset Management Tokyo, Japan	$193M	-$81.7M	1	0.53%	Reduced
92	Epoch Investment Partners New York	$190M	+$8.3M	1	0.98%	Increased
93	AQR Capital Management Greenwich, Connecticut	$186M	-$60.1M	2	0.15%	Reduced
94	WorldQuant Millennium Advisors New York	$180M	+$116M	1	0.89%	Increased
95	Millennium Management New York	$174M	+$50.8M	2	0.08%	Increased
96	SEI Investments Oaks, Pennsylvania	$172M	-$984K	2	0.2%	Reduced
97	Acadian Asset Management Boston, Massachusetts	$172M	+$101M	3	0.35%	Increased
98	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$172M	-$6.17M	1	0.4%	Reduced
99	Danske Bank Copenhagen K, Denmark	$170M	+$17.9M	2	0.42%	Increased
100	State Board of Administration of Florida Retirement System Tallahassee, Florida	$169M	-$1.71M	2	0.3%	Reduced