← 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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$19M -$20.9M 1 0.2% Reduced
227
Advisors Asset Management
Advisors Asset Management
Colorado
$18.9M +$3.04M 1 0.35% Increased
228
DP
DDD Partners
Washington
$18.8M +$9.75M 1 6.46% Increased
229
SAM
Shell Asset Management
Netherlands
$18.7M -$437K 2 0.41% Reduced
230
Flossbach Von Storch
Flossbach Von Storch
Germany
$18.5M +$6.1M 1 0.17% Increased
231
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$18.3M +$1.57M 2 0.13% Increased
232
SFG
Sather Financial Group
Texas
$18.3M +$89.6K 1 3.7% Increased
233
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.2M -$551K 1 0.32% Reduced
234
R.M. Davis Inc
R.M. Davis Inc
Maine
$18.2M +$229K 1 0.68% Increased
235
SIM
Sprucegrove Investment Management
Ontario, Canada
$18M +$17.1M 1 1.21% New
236
Nomura Asset Management
Nomura Asset Management
Japan
$17.8M -$5.08M 1 0.18% Reduced
237
Renaissance Technologies
Renaissance Technologies
New York
$17.6M +$10.7M 2 0.02% Increased
238
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$17.1M -$6.21M 1 0.15% Reduced
239
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$17M +$674K 1 0.02% Increased
240
Norinchukin Bank
Norinchukin Bank
Japan
$16.9M +$424K 1 0.22% Increased
241
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.9M +$729K 1 0.14% Increased
242
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$16.8M +$12.6M 2 0.24% Increased
243
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$16.7M +$923K 1 0.9% Increased
244
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$16.5M -$2.45M 1 0.29% Reduced
245
SRC
Shufro Rose & Co
New York
$16.4M -$49.6K 1 1.65% Reduced
246
TI
Think Investments
California
$16.3M +$2.59M 1 7.58% Increased
247
Federated Hermes
Federated Hermes
Pennsylvania
$16.2M -$1.73M 1 0.04% Reduced
248
CBT
Capital Bank & Trust
California
$16.2M -$26.9M 1 0.2% Reduced
249
Macquarie Group
Macquarie Group
Australia
$15.8M -$3.34M 2 0.03% Reduced
250
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.8M -$4.34M 2 0.14% Reduced