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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	MICM Matthews International Capital Management San Francisco, California	$131M	+$20.2M	1	4.53%	Increased
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$131M	-$10.7M	2	0.46%	Reduced
103	Causeway Capital Management Los Angeles, California	$128M	+$16.5M	1	3.2%	Increased
104	D.E. Shaw & Co New York	$125M	-$50.2M	2	0.19%	Reduced
105	First Pacific Advisors El Segundo, California	$125M	+$921K	1	1.02%	Increased
106	State of New Jersey Common Pension Fund D Trenton, New Jersey	$124M	$0	1	0.48%	Maintained
107	Aberdeen Asset Management Aberdeen, United Kingdom	$124M	-$3.86M	1	0.36%	Reduced
108	Beck Mack & Oliver New York	$122M	-$7.02M	1	3.18%	Reduced
109	Guggenheim Capital Chicago, Illinois	$118M	-$4.23M	2	0.29%	Reduced
110	Credit Agricole Montrouge Cedex, France	$117M	-$11.3M	1	0.55%	Reduced
111	River Road Asset Management Louisville, Kentucky	$117M	-$557K	1	1.73%	Reduced
112	ClearBridge Investments New York	$114M	+$246K	1	0.12%	Increased
113	Stifel Financial St. Louis, Missouri	$109M	+$10.4M	2	0.56%	Increased
114	Citigroup New York	$108M	-$15.4M	2	0.1%	Reduced
115	Prudential plc London, England, United Kingdom	$108M	+$49.9M	1	0.41%	Increased
116	Cambiar Investors Denver, Colorado	$107M	-$6.24M	1	1.51%	Reduced
117	Bahl & Gaynor Cincinnati, Ohio	$106M	-$2.03M	1	1.43%	Reduced
118	DAC Dividend Assets Capital Ridgeland, South Carolina	$106M	+$671K	1	2.34%	Increased
119	Axa Paris, France	$105M	-$11.8M	1	0.42%	Reduced
120	Coatue Management New York	$103M	+$4.12M	1	1.03%	Increased
121	Parallax Volatility Advisers San Francisco, California	$101M	+$88.1M	2	0.21%	Increased
122	TD Asset Management Toronto, Ontario, Canada	$100M	+$5M	1	0.18%	Increased
123	WestEnd Advisors Charlotte, North Carolina	$96.7M	-$2.08M	1	4.48%	Reduced
124	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$95.6M	-$47.9M	1	0.31%	Reduced
125	Fayez Sarofim & Co Houston, Texas	$94.9M	-$3.13M	1	0.48%	Reduced