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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	Mirae Asset Global Investments Seoul, South Korea	$168M	+$2.53M	2	0.53%	Increased
102	Douglas Lane & Associates New York	$167M	-$3.13M	1	2.33%	Reduced
103	Truist Financial Charlotte, North Carolina	$167M	-$6.15M	1	0.23%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$164M	-$12.2M	2	0.29%	Reduced
105	New York State Teachers Retirement System (NYSTRS) Albany, New York	$163M	-$5.33M	1	0.32%	Reduced
106	Cincinnati Financial Corp Fairfield, Ohio	$159M	$0	1	3.15%	Maintained
107	Nomura Asset Management Tokyo, Japan	$158M	-$41.6M	1	0.41%	Reduced
108	Adage Capital Partners Boston, Massachusetts	$157M	-$1.78M	1	0.25%	Reduced
109	D.E. Shaw & Co New York	$156M	+$91.9M	1	0.09%	Increased
110	PNC Financial Services Group Pittsburgh, Pennsylvania	$155M	-$1.27M	2	0.09%	Reduced
111	Panagora Asset Management Boston, Massachusetts	$153M	-$2.9M	1	0.62%	Reduced
112	Focus Partners Wealth Boston, Massachusetts	$151M	+$3.68M	1	0.24%	Increased
113	Ensign Peak Advisors Salt Lake City, Utah	$149M	+$597K	2	0.25%	Increased
114	UIA UG Investment Advisers Taipei, Taiwan	$148M	+$49.1M	1	23.14%	Increased
115	Aviva London, United Kingdom	$144M	+$6.22M	1	0.26%	Increased
116	Aberdeen Group Edinburgh, United Kingdom	$144M	-$26.7M	1	0.23%	Reduced
117	Prudential Financial Newark, New Jersey	$143M	-$65.1M	2	0.17%	Reduced
118	Mackenzie Financial Toronto Ontario, Ontario, Canada	$141M	-$2.88M	2	0.17%	Reduced
119	Millennium Management New York	$135M	-$45.6M	2	0.06%	Reduced
120	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$134M	+$35.4M	1	0.21%	Increased
121	M&T Bank Buffalo, New York	$134M	-$6.97M	1	0.45%	Reduced
122	Qube Research & Technologies (QRT) London, United Kingdom	$132M	-$146M	2	0.14%	Reduced
123	Holocene Advisors New York	$131M	+$125M	1	0.3%	New
124	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$131M	-$12.6M	1	0.53%	Reduced
125	Guggenheim Capital Chicago, Illinois	$131M	-$7.56M	1	0.95%	Reduced