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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	Douglas Lane & Associates New York	$170M	-$4.53M	1	2.4%	Reduced
102	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$170M	-$2.67M	1	0.4%	Reduced
103	Jane Street New York	$169M	+$54.5M	2	0.04%	Increased
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$165M	-$2.77M	2	0.31%	Reduced
105	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$164M	+$32.6M	2	0.16%	Increased
106	New York State Teachers Retirement System (NYSTRS) Albany, New York	$162M	-$7.14M	1	0.34%	Reduced
107	Adage Capital Partners Boston, Massachusetts	$160M	+$26.1M	1	0.28%	Increased
108	Truist Financial Charlotte, North Carolina	$158M	-$7.4M	1	0.25%	Reduced
109	Bessemer Group Woodbridge, New Jersey	$154M	-$46M	2	0.25%	Reduced
110	American Century Companies Kansas City, Missouri	$152M	-$20.8M	1	0.09%	Reduced
111	PNC Financial Services Group Pittsburgh, Pennsylvania	$148M	-$5.69M	2	0.1%	Reduced
112	Cincinnati Financial Corp Fairfield, Ohio	$147M	$0	1	3.22%	Maintained
113	M&G plc London, United Kingdom	$146M	+$879K	1	0.9%	Increased
114	Marshall Wace London, United Kingdom	$145M	+$13.2M	2	0.17%	Increased
115	Lazard Asset Management New York	$144M	+$531K	2	0.21%	Increased
116	Susquehanna International Group Bala Cynwyd, Pennsylvania	$141M	+$52M	2	0.02%	Increased
117	M&T Bank Buffalo, New York	$139M	-$393K	1	0.47%	Reduced
118	CIBC World Markets New York	$139M	+$34M	2	0.81%	Increased
119	Bridgewater Associates Westport, Connecticut	$138M	+$17M	1	0.63%	Increased
120	Mirae Asset Global Investments Seoul, South Korea	$137M	-$3.64M	2	0.56%	Reduced
121	Danske Bank Copenhagen K, Denmark	$137M	+$19M	2	0.41%	Increased
122	Korea Investment Corp Seoul, South Korea	$135M	-$18M	1	0.32%	Reduced
123	Wealth Enhancement Advisory Services Plymouth, Minnesota	$134M	+$13.1M	2	0.26%	Increased
124	Bahl & Gaynor Cincinnati, Ohio	$131M	-$6.39M	1	0.69%	Reduced
125	AQR Capital Management Greenwich, Connecticut	$131M	-$23.6M	2	0.17%	Reduced