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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	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$228M	-$7.19M	2	0.38%	Reduced
77	Two Sigma Investments New York	$224M	-$19.6M	4	0.33%	Reduced
78	HighTower Advisors Chicago, Illinois	$222M	-$1.45M	3	0.25%	Reduced
79	Stifel Financial St. Louis, Missouri	$222M	-$4.97M	2	0.2%	Reduced
80	New York State Common Retirement Fund Albany, New York	$222M	-$17.3M	3	0.29%	Reduced
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$218M	-$26.1M	3	0.18%	Reduced
82	Federated Hermes Pittsburgh, Pennsylvania	$216M	-$31.4M	1	0.38%	Reduced
83	Principal Financial Group Des Moines, Iowa	$212M	-$5.29M	2	0.11%	Reduced
84	Susquehanna International Group Bala Cynwyd, Pennsylvania	$211M	-$2.46M	4	0.02%	Reduced
85	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$209M	-$11M	1	7.15%	Reduced
86	M&G plc London, United Kingdom	$207M	+$73.9M	1	1.1%	Increased
87	Appaloosa LP Short Hills, New Jersey	$207M	+$142M	1	2.81%	Increased
88	US Bancorp Minneapolis, Minnesota	$206M	-$4.37M	2	0.24%	Reduced
89	Fisher Asset Management Camas, Washington	$198M	-$13.2M	1	0.07%	Reduced
90	KBC Group Brussels, Belgium	$197M	-$50.9M	2	0.47%	Reduced
91	Bessemer Group Woodbridge, New Jersey	$195M	+$35.8M	2	0.3%	Increased
92	Epoch Investment Partners New York	$194M	-$4.24M	1	1.06%	Reduced
93	SEI Investments Oaks, Pennsylvania	$194M	+$12.7M	2	0.21%	Increased
94	AXA Investment Managers Puteaux, France	$188M	+$178M	2	0.51%	New
95	Thrivent Financial for Lutherans Minneapolis, Minnesota	$184M	+$16.9M	2	0.36%	Increased
96	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$182M	+$2.95M	2	0.4%	Increased
97	Jane Street New York	$181M	+$71.5M	4	0.03%	Increased
98	WorldQuant Millennium Advisors New York	$177M	-$10.2M	1	0.77%	Reduced
99	CIBC World Market Toronto, Ontario, Canada	$175M	+$76M	1	0.31%	Increased
100	AQR Capital Management Greenwich, Connecticut	$168M	-$29M	2	0.11%	Reduced