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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$113M	+$762K	1	0.35%	Increased
102	Cincinnati Financial Corp Fairfield, Ohio	$113M	$0	1	3.44%	Maintained
103	Susquehanna International Group Bala Cynwyd, Pennsylvania	$111M	-$14.8M	2	0.02%	Reduced
104	Prudential plc London, England, United Kingdom	$110M	+$2.53M	1	0.55%	Increased
105	Prudential Financial Newark, New Jersey	$109M	-$198M	1	0.2%	Reduced
106	Natixis Advisors Boston, Massachusetts	$109M	-$20.7M	1	0.68%	Reduced
107	Davenport & Co Richmond, Virginia	$104M	+$9.66M	1	1.16%	Increased
108	Ceredex Value Advisors Orlando, Florida	$102M	-$21.1M	1	1.49%	Reduced
109	Rafferty Asset Management New York	$101M	-$6.73M	1	1.23%	Reduced
110	Zevenbergen Capital Investments Edmonds, Washington	$101M	+$23.1M	1	2.03%	Increased
111	Two Sigma Investments New York	$100M	-$175M	2	0.36%	Reduced
112	HMP HS Management Partners New York	$100M	+$90.8M	1	3.29%	New
113	Chevy Chase Trust Bethesda, Maryland	$99.3M	-$7.35M	1	0.39%	Reduced
114	Saturna Capital Bellingham, Washington	$99.2M	+$441K	1	2.53%	Increased
115	PGGM Investments Zeist, Netherlands	$99.2M	-$14.1M	1	0.52%	Reduced
116	VOYA Investment Management Atlanta, Georgia	$96M	-$6.1M	2	0.21%	Reduced
117	Capital Research Global Investors Los Angeles, California	$95M	-$173M	1	0.03%	Reduced
118	Candriam SCA Strassen, Luxembourg, Luxembourg	$94.9M	+$34.1M	2	0.89%	Increased
119	Canada Life Winnipeg, Manitoba, Canada	$93M	+$605K	1	0.2%	Increased
120	Aperio Group Sausalito, California	$91.6M	+$4.12M	1	0.31%	Increased
121	Baird Financial Group Milwaukee, Wisconsin	$90.7M	+$20.9M	1	0.31%	Increased
122	Raymond James Financial Services Advisors St. Petersburg, Florida	$90.1M	+$2.72M	2	0.26%	Increased
123	Truist Financial Charlotte, North Carolina	$89.9M	+$2.99M	1	0.2%	Increased
124	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$89.4M	-$9.46M	1	6.19%	Reduced
125	State of New Jersey Common Pension Fund D Trenton, New Jersey	$89.3M	-$4.18M	2	0.35%	Reduced