← All themes Artificial Intelligence

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
226
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$57.4M -$2.85M 1 0.47% Reduced
227
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$57.3M +$335K 1 0.99% Increased
228
MVIP
Mar Vista Investment Partners
California
$57.3M -$7.43M 1 3.55% Reduced
229
TPSF
Texas Permanent School Fund
Texas
$55.7M -$3.05M 1 0.58% Reduced
230
Tocqueville Asset Management
Tocqueville Asset Management
New York
$55.1M +$5.48M 1 0.54% Increased
231
1919 Investment Counsel
1919 Investment Counsel
Maryland
$54.8M -$484K 1 1.12% Reduced
232
ProShare Advisors
ProShare Advisors
Maryland
$54.4M -$6.68M 2 0.7% Reduced
233
Neuberger Berman Group
Neuberger Berman Group
New York
$54.2M +$1.55M 1 0.05% Increased
234
FAS
Formuepleje A/S
Denmark
$53.5M +$7.25M 1 5.37% Increased
235
Highbridge Capital Management
Highbridge Capital Management
New York
$53.2M +$6.41M 1 0.65% Increased
236
Castleark Management
Castleark Management
Illinois
$53.1M +$15.4M 1 1.46% Increased
237
EA
Euclid Advisors
Connecticut
$52.4M -$11.7M 1 0.37% Reduced
238
First Trust Advisors
First Trust Advisors
Illinois
$51.3M +$13.4M 1 0.21% Increased
239
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.3M +$1.3M 1 0.3% Increased
240
H
Hexavest
Quebec, Canada
$49.9M +$1.04M 1 0.75% Increased
241
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$49.2M +$6.52M 1 0.39% Increased
242
CAM
ClariVest Asset Management
California
$49M +$882K 1 1.85% Increased
243
SoftBank Group
SoftBank Group
Japan
$48.9M $0 1 0.18% Maintained
244
Gofen & Glossberg
Gofen & Glossberg
Illinois
$48.9M -$79.2K 1 2.16% Reduced
245
FQ
First Quadrant
California
$48.9M $0 1 1.09% Maintained
246
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$48.7M +$168K 1 1.74% Increased
247
Wedge Capital Management
Wedge Capital Management
North Carolina
$48.3M -$7.52M 1 0.49% Reduced
248
Los Angeles Capital Management
Los Angeles Capital Management
California
$48M +$29.4M 1 0.46% Increased
249
Welch & Forbes
Welch & Forbes
Massachusetts
$47.3M +$150K 1 1.49% Increased
250
RCP
RIT Capital Partners
United Kingdom
$47.2M -$8.74M 1 26.03% Reduced