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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	PNC Financial Services Group Pittsburgh, Pennsylvania	$139M	-$207K	3	0.12%	Reduced
102	AQR Capital Management Greenwich, Connecticut	$138M	+$51.9M	3	0.3%	Increased
103	Polar Capital Holdings London, United Kingdom	$136M	+$19.2M	1	0.89%	Increased
104	Canada Life Winnipeg, Manitoba, Canada	$133M	+$31.3M	2	0.33%	Increased
105	JP Morgan Private Wealth Advisors San Francisco, California	$133M	-$13.4M	1	0.28%	Reduced
106	Mitsubishi UFJ Asset Management Tokyo, Japan	$133M	+$10.7M	2	0.31%	Increased
107	Janus Henderson Group London,	$132M	+$2.5M	2	0.09%	Increased
108	Nomura Asset Management Tokyo, Japan	$129M	+$48.5M	1	0.68%	Increased
109	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$128M	-$3.71M	1	0.36%	Reduced
110	DekaBank Deutsche Girozentrale Frankfurt, Germany	$124M	+$56.9M	2	0.31%	Increased
111	Cincinnati Financial Corp Fairfield, Ohio	$122M	$0	1	2.96%	Maintained
112	Panagora Asset Management Boston, Massachusetts	$120M	-$2.08M	1	0.76%	Reduced
113	M&T Bank Buffalo, New York	$118M	-$1.62M	1	0.46%	Reduced
114	ING Group Amsterdam, Netherlands	$118M	+$34.3M	1	1.14%	Increased
115	Lazard Asset Management New York	$117M	-$9.96M	2	0.15%	Reduced
116	KBC Group Brussels, Belgium	$114M	+$9.41M	2	0.49%	Increased
117	AssetMark Inc Concord, California	$114M	+$238K	1	0.47%	Increased
118	Baird Financial Group Milwaukee, Wisconsin	$114M	-$4.28M	1	0.28%	Reduced
119	Waverton Investment Management London, United Kingdom	$110M	+$352K	1	3.41%	Increased
120	William Blair Investment Management Chicago, Illinois	$109M	+$2.22M	1	0.38%	Increased
121	Raymond James Financial Services Advisors St. Petersburg, Florida	$108M	-$4.48M	1	0.21%	Reduced
122	DF Dent & Co Baltimore, Maryland	$106M	+$2.47M	1	1.49%	Increased
123	DnB Asset Management Oslo, Norway	$105M	+$581K	1	0.67%	Increased
124	LPL Financial San Diego, California	$105M	+$122K	2	0.08%	Increased
125	Natixis Advisors Boston, Massachusetts	$104M	+$5.62M	2	0.36%	Increased