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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	Renaissance Technologies New York	$219M	+$207M	2	0.37%	Increased
102	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$219M	+$178M	2	0.63%	Increased
103	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$214M	-$18.3M	1	0.51%	Reduced
104	AQR Capital Management Greenwich, Connecticut	$211M	-$9M	2	0.32%	Reduced
105	American Century Companies Kansas City, Missouri	$210M	+$5.37M	2	0.13%	Increased
106	Acadian Asset Management Boston, Massachusetts	$207M	+$145M	2	0.64%	Increased
107	PNC Financial Services Group Pittsburgh, Pennsylvania	$204M	-$203K	2	0.14%	Reduced
108	Russell Investments Group London, United Kingdom	$202M	-$9.3M	2	0.33%	Reduced
109	Focus Partners Wealth Boston, Massachusetts	$200M	+$138M	1	0.67%	Increased
110	Adage Capital Partners Boston, Massachusetts	$199M	-$10.5M	1	0.37%	Reduced
111	Truist Financial Charlotte, North Carolina	$198M	-$4.13M	1	0.3%	Reduced
112	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$197M	+$90.6M	2	0.95%	Increased
113	Natixis Advisors Boston, Massachusetts	$196M	+$16.7M	2	0.43%	Increased
114	BNP Paribas Asset Management Paris, France	$194M	+$144M	1	0.5%	Increased
115	Cincinnati Financial Corp Fairfield, Ohio	$191M	$0	1	4.11%	Maintained
116	Korea Investment Corp Seoul, South Korea	$183M	+$43.6M	1	0.46%	Increased
117	Janus Henderson Group London,	$182M	-$108M	2	0.1%	Reduced
118	Epoch Investment Partners New York	$182M	-$21.1M	1	0.83%	Reduced
119	Bahl & Gaynor Cincinnati, Ohio	$179M	+$4.8M	1	1%	Increased
120	M&T Bank Buffalo, New York	$178M	-$1.79M	1	0.61%	Reduced
121	AMF Tjänstepension Stockholm, Sweden	$178M	+$168M	1	1.32%	New
122	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$177M	+$61.3M	1	0.43%	Increased
123	Ossiam Paris, France	$176M	+$61.4M	1	3.34%	Increased
124	Federated Hermes Pittsburgh, Pennsylvania	$168M	+$101M	1	0.4%	Increased
125	Appaloosa LP Short Hills, New Jersey	$167M	-$28.3M	1	2.71%	Reduced