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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
101	CIBC Bancorp USA Chicago, Illinois	$188M	-$303M	2	0.23%	Reduced
102	Fisher Asset Management Camas, Washington	$188M	-$11.3M	1	0.06%	Reduced
103	CAPTRUST Financial Advisors Raleigh, North Carolina	$183M	-$24.9M	3	0.28%	Reduced
104	Nykredit A/S Nordhavn, Denmark	$177M	+$179M	1	0.68%	New
105	Cincinnati Financial Corp Fairfield, Ohio	$177M	$0	1	3.38%	Maintained
106	Canada Life Winnipeg, Manitoba, Canada	$176M	-$75.6M	1	0.28%	Reduced
107	D.E. Shaw & Co New York	$175M	+$149M	3	0.08%	Increased
108	Stifel Financial St. Louis, Missouri	$175M	-$54.5M	3	0.15%	Reduced
109	Aviva London, United Kingdom	$175M	+$515K	2	0.26%	Increased
110	Cullen Capital Management New York	$174M	+$7.93M	1	1.71%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$170M	-$4.13M	2	0.28%	Reduced
112	Squarepoint New York	$169M	-$270M	3	0.19%	Reduced
113	Quantinno Capital Management New York	$168M	+$37.6M	2	0.2%	Increased
114	Adage Capital Partners Boston, Massachusetts	$168M	-$8.56M	1	0.24%	Reduced
115	PNC Financial Services Group Pittsburgh, Pennsylvania	$168M	-$1.47M	2	0.08%	Reduced
116	Capitolis Liquid Global Markets New York	$168M	+$52.3M	1	0.73%	Increased
117	Bank of Nova Scotia Toronto, Ontario, Canada	$164M	+$104M	1	0.25%	Increased
118	M&G plc London, United Kingdom	$163M	-$149M	1	0.81%	Reduced
119	Ninety One (UK) London, United Kingdom	$162M	-$204M	1	0.36%	Reduced
120	Man Group London, United Kingdom	$159M	-$100M	2	0.25%	Reduced
121	CIBC World Market Toronto, Ontario, Canada	$157M	+$79.8M	1	0.25%	Increased
122	New York State Teachers Retirement System (NYSTRS) Albany, New York	$156M	-$9.1M	1	0.29%	Reduced
123	Aberdeen Group Edinburgh, United Kingdom	$156M	-$3.29M	1	0.22%	Reduced
124	Douglas Lane & Associates New York	$155M	-$25.4M	1	2.11%	Reduced
125	Railway Pension Investments London, United Kingdom	$149M	-$25.3M	1	1.88%	Reduced