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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	SEI Investments Oaks, Pennsylvania	$189M	+$28.8M	2	0.17%	Increased
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$187M	+$12M	3	0.16%	Increased
78	Capital Research Global Investors Los Angeles, California	$185M	-$4.84M	1	0.03%	Reduced
79	Man Group London, United Kingdom	$180M	+$17.2M	2	0.33%	Increased
80	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$179M	+$59.9M	1	7.89%	Increased
81	Thrivent Financial for Lutherans Minneapolis, Minnesota	$179M	+$20.1M	2	0.34%	Increased
82	Coatue Management New York	$179M	+$202M	1	0.61%	New
83	Canada Life Winnipeg, Manitoba, Canada	$175M	-$859K	1	0.31%	Reduced
84	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$173M	+$43.9M	1	0.25%	Increased
85	Principal Financial Group Des Moines, Iowa	$170M	+$1.9M	1	0.09%	Increased
86	American Century Companies Kansas City, Missouri	$168M	-$22.5M	2	0.09%	Reduced
87	DnB Asset Management Oslo, Norway	$167M	+$38M	2	0.59%	Increased
88	New York State Common Retirement Fund Albany, New York	$162M	-$4.23M	3	0.23%	Reduced
89	BNP Paribas Asset Management Paris, France	$162M	-$185M	2	0.19%	Reduced
90	Focus Partners Wealth Boston, Massachusetts	$159M	-$2.01M	2	0.18%	Reduced
91	Stifel Financial St. Louis, Missouri	$159M	-$9.11M	2	0.15%	Reduced
92	HighTower Advisors Chicago, Illinois	$158M	-$11.4M	1	0.17%	Reduced
93	Federated Hermes Pittsburgh, Pennsylvania	$153M	-$27M	1	0.25%	Reduced
94	Daiwa Securities Group Tokyo, Japan	$153M	+$121M	1	0.44%	Increased
95	Acadian Asset Management Boston, Massachusetts	$153M	-$46.6M	2	0.22%	Reduced
96	US Bancorp Minneapolis, Minnesota	$152M	-$3.9M	2	0.18%	Reduced
97	CAPTRUST Financial Advisors Raleigh, North Carolina	$145M	-$6M	3	0.25%	Reduced
98	Citadel Advisors Miami, Florida	$144M	+$80.7M	4	0.02%	Increased
99	Royal London Asset Management United Kingdom	$144M	+$9.73M	1	0.3%	Increased
100	Fisher Asset Management Camas, Washington	$139M	-$8.51M	1	0.05%	Reduced