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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	Epoch Investment Partners New York	$189M	+$34.6M	1	0.85%	Increased
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$187M	-$5.84M	1	0.39%	Reduced
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$185M	-$5.35M	2	0.35%	Reduced
104	Bank of Nova Scotia Toronto, Ontario, Canada	$184M	+$47.6M	1	0.37%	Increased
105	Truist Financial Charlotte, North Carolina	$183M	+$14.5M	1	0.29%	Increased
106	Altshuler Shaham Tel Aviv, Israel	$181M	+$70.9M	1	10.91%	Increased
107	Federated Hermes Pittsburgh, Pennsylvania	$175M	+$32.7M	1	0.38%	Increased
108	PNC Financial Services Group Pittsburgh, Pennsylvania	$169M	-$4.84M	2	0.11%	Reduced
109	Squarepoint New York	$169M	+$168M	2	0.26%	Increased
110	AQR Capital Management Greenwich, Connecticut	$168M	-$11.6M	2	0.23%	Reduced
111	Korea Investment Corp Seoul, South Korea	$168M	+$12M	1	0.4%	Increased
112	SEI Investments Oaks, Pennsylvania	$165M	+$26.8M	2	0.21%	Increased
113	Cincinnati Financial Corp Fairfield, Ohio	$163M	$0	1	3.51%	Maintained
114	M&G plc London, United Kingdom	$160M	+$39.7M	1	0.58%	Increased
115	Assenagon Asset Management Senningerberg, Luxembourg	$159M	-$65.8M	2	0.29%	Reduced
116	Lazard Asset Management New York	$158M	-$62.4M	2	0.21%	Reduced
117	Natixis Advisors Boston, Massachusetts	$157M	-$11.1M	2	0.31%	Reduced
118	M&T Bank Buffalo, New York	$154M	+$2.04M	1	0.51%	Increased
119	Mirae Asset Global Investments Seoul, South Korea	$152M	+$31.2M	2	0.67%	Increased
120	Bahl & Gaynor Cincinnati, Ohio	$152M	-$419K	1	0.78%	Reduced
121	Adage Capital Partners Boston, Massachusetts	$150M	-$21.3M	1	0.26%	Reduced
122	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$146M	-$139M	2	0.14%	Reduced
123	Andra AP-fonden Goteborg, Sweden	$145M	+$48.2M	1	2.13%	Increased
124	KBC Group Brussels, Belgium	$144M	-$212M	2	0.43%	Reduced
125	Marshall Wace London, United Kingdom	$139M	+$50.4M	2	0.17%	Increased