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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	ING Group Amsterdam, Netherlands	$199M	-$25.4M	1	1.01%	Reduced
102	US Bancorp Minneapolis, Minnesota	$199M	+$1.2M	2	0.79%	Increased
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$197M	-$9.14M	2	0.63%	Reduced
104	ACM Atlanta Capital Management Atlanta, Georgia	$192M	-$13.4M	1	1.31%	Reduced
105	Teachers Advisors New York	$185M	-$30.6M	3	0.38%	Reduced
106	SSM Sound Shore Management Greenwich, Connecticut	$182M	+$2.3M	1	2.94%	Increased
107	MTB Mizuho Trust & Banking Tokyo, Japan	$179M	-$2.06M	1	0.64%	Reduced
108	First Pacific Advisors El Segundo, California	$177M	+$747K	1	1.44%	Increased
109	Swiss National Bank Zurich, Switzerland	$176M	+$1.44M	2	0.65%	Increased
110	Bessemer Group Woodbridge, New Jersey	$175M	+$2.06M	1	1.08%	Increased
111	AGF Investments Inc Toronto, Ontario, Canada	$174M	-$21.6M	1	1.71%	Reduced
112	VVP Vulcan Value Partners Birmingham, Alabama	$173M	-$51.2M	1	2.55%	Reduced
113	Thrivent Financial for Lutherans Minneapolis, Minnesota	$171M	-$6.98M	2	0.96%	Reduced
114	Axa Paris, France	$168M	+$27.5M	1	0.7%	Increased
115	BlackRock Japan Tokyo, Japan	$168M	-$27.4M	2	0.77%	Reduced
116	Janus Henderson Group London,	$166M	-$58.5M	1	1.55%	Reduced
117	Principal Financial Group Des Moines, Iowa	$166M	+$942K	1	0.28%	Increased
118	Calamos Advisors Naperville, Illinois	$165M	+$28.9M	2	1.05%	Increased
119	Sterling Capital Management Charlotte, North Carolina	$165M	-$4.56M	1	1.42%	Reduced
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$161M	-$6.31M	1	0.82%	Reduced
121	HCM Highfields Capital Management Boston, Massachusetts	$160M	-$47.7M	1	1.18%	Reduced
122	Guggenheim Capital Chicago, Illinois	$158M	+$53.8M	3	0.4%	Increased
123	Dimensional Fund Advisors Austin, Texas	$157M	+$3.19M	2	0.11%	Increased
124	State of Wisconsin Investment Board Madison, Wisconsin	$153M	-$2.77M	1	0.55%	Reduced
125	Putnam Investments Boston, Massachusetts	$152M	-$10M	1	0.33%	Reduced