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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$176M	-$38.2M	4	0.02%	Reduced
102	Andra AP-fonden Goteborg, Sweden	$168M	-$84.4M	1	2.08%	Reduced
103	Nordea Investment Management Stockholm, Sweden	$168M	-$238M	1	0.14%	Reduced
104	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$168M	-$47.1M	1	7.82%	Reduced
105	Douglas Lane & Associates New York	$167M	-$4.85M	1	2.29%	Reduced
106	D.E. Shaw & Co New York	$165M	+$4.65M	1	0.09%	Increased
107	Cincinnati Financial Corp Fairfield, Ohio	$164M	$0	1	3.2%	Maintained
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$163M	-$4.92M	2	0.29%	Reduced
109	Squarepoint New York	$163M	+$73.6M	4	0.17%	Increased
110	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$161M	+$71.8M	1	0.27%	Increased
111	Adage Capital Partners Boston, Massachusetts	$161M	-$891K	1	0.24%	Reduced
112	PNC Financial Services Group Pittsburgh, Pennsylvania	$160M	+$667K	2	0.09%	Increased
113	New York State Teachers Retirement System (NYSTRS) Albany, New York	$159M	-$8.62M	1	0.31%	Reduced
114	Panagora Asset Management Boston, Massachusetts	$159M	+$1.61M	1	0.56%	Increased
115	Aviva London, United Kingdom	$156M	+$7.98M	1	0.26%	Increased
116	Quantinno Capital Management New York	$153M	+$56.2M	2	0.31%	Increased
117	Capitolis Liquid Global Markets New York	$148M	+$102M	1	0.88%	Increased
118	Cullen Capital Management New York	$148M	+$33.9M	1	1.61%	Increased
119	Aberdeen Group Edinburgh, United Kingdom	$146M	-$1.87M	1	0.23%	Reduced
120	M&T Bank Buffalo, New York	$141M	+$2.72M	1	0.45%	Increased
121	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$139M	+$4.36M	1	0.56%	Increased
122	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$137M	+$7.64M	1	4.2%	Increased
123	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$136M	-$51.4M	1	0.32%	Reduced
124	Brandywine Global Investment Management Philadelphia, Pennsylvania	$129M	-$2.55M	1	0.87%	Reduced
125	Guggenheim Capital Chicago, Illinois	$129M	-$5.52M	1	0.92%	Reduced