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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
151	USS Investment Management London, United Kingdom	$98.3M	+$103M	1	2.1%	New
152	Renaissance Technologies New York	$98.2M	+$102M	2	0.26%	New
153	Commerzbank Aktiengesellschaft Frankfurt, Germany	$97.7M	+$102M	1	0.43%	New
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$95.2M	+$99.3M	2	0.54%	New
155	British Columbia Investment Management Victoria, British Columbia, Canada	$94.5M	+$98.6M	1	0.78%	New
156	Factory Mutual Insurance Waltham, Massachusetts	$93.3M	+$97.4M	1	1.53%	New
157	Aviva London, United Kingdom	$93M	+$97.1M	1	0.94%	New
158	Teacher Retirement System of Texas Austin, Texas	$92.5M	+$96.6M	2	0.84%	New
159	Beck Mack & Oliver New York	$91M	+$95M	1	2.48%	New
160	Bahl & Gaynor Cincinnati, Ohio	$90.6M	+$94.6M	1	1.71%	New
161	Natixis Paris, France	$86.9M	+$90.8M	1	1.24%	New
162	Suntrust Banks Atlanta, Georgia	$86.9M	+$90.7M	1	0.38%	New
163	VM Valinor Management New York	$86.5M	+$90.3M	1	3.58%	New
164	Capital Guardian Trust Los Angeles, California	$85.8M	+$89.6M	1	0.6%	New
165	Tiger Global Management New York	$85.5M	+$89.3M	1	1.49%	New
166	AT Alliance Trust Dundee, Scotland, United Kingdom	$84.9M	+$88.7M	1	5.14%	New
167	State of Michigan Retirement System Lansing, Michigan	$84.8M	+$88.5M	1	0.78%	New
168	Fred Alger Management New York	$84.6M	+$88.4M	1	0.5%	New
169	AC Amici Capital New York	$84.3M	+$88M	1	3.08%	New
170	HAM HHR Asset Management Berkeley Heights, New Jersey	$83.1M	+$86.7M	1	4.05%	New
171	Public Employees Retirement Association of Colorado Denver, Colorado	$82.5M	+$86.1M	1	0.78%	New
172	John W. Bristol & Co New York	$81.7M	+$85.3M	1	1.49%	New
173	Northern Trust Company of Connecticut Stamford, Connecticut	$80.2M	+$83.8M	1	0.54%	New
174	Wellington Management Group Boston, Massachusetts	$79.7M	+$83.2M	1	0.03%	New
175	SC Stralem & Co New York	$79.4M	+$82.9M	1	2.4%	New