← 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
251	TCTC Holdings Dallas, Texas	$17.1M	+$2.67M	1	1.29%	Increased
252	PR Payden & Rygel Los Angeles, California	$17M	+$5.94M	1	1.22%	Increased
253	Millennium Management New York	$16.9M	-$72.8M	2	0.04%	Reduced
254	DZ Bank Frankfurt Am Main, Germany	$16.8M	+$1.08M	1	0.06%	Increased
255	Shelton Capital Management Denver, Colorado	$16.8M	+$1.22M	1	1.22%	Increased
256	Factory Mutual Insurance Waltham, Massachusetts	$16.5M	-$6.27M	1	0.31%	Reduced
257	Cubist Systematic Strategies Stamford, Connecticut	$16.3M	-$18.1M	2	0.44%	Reduced
258	Squarepoint New York	$16.2M	-$14.1M	2	0.42%	Reduced
259	Luther King Capital Management (LKCM) Fort Worth, Texas	$16M	+$7.73M	1	0.14%	Increased
260	SRC Shufro Rose & Co New York	$15.9M	-$287K	1	1.9%	Reduced
261	William Blair & Company Chicago, Illinois	$15.9M	+$556K	1	0.1%	Increased
262	TCM Telos Capital Management San Diego, California	$15.9M	+$8.14M	1	3.93%	Increased
263	CAM ClariVest Asset Management San Diego, California	$15.7M	+$17.6M	2	0.47%	Increased
264	Swiss Life Asset Management Zurich,	$15.6M	+$2.86M	1	0.3%	Increased
265	Acadian Asset Management Boston, Massachusetts	$15.6M	+$4.04M	3	0.09%	Increased
266	OC Oakmont Corp Los Angeles, California	$15.5M	-$157K	1	2.85%	Reduced
267	MLICM Metropolitan Life Insurance Company (MetLife) New York	$15.5M	-$308K	2	0.32%	Reduced
268	SAM Shell Asset Management The Hague, Netherlands	$15.4M	-$1.23M	2	0.43%	Reduced
269	AustralianSuper Melbourne, Australia	$15.3M	+$18.5M	1	0.2%	New
270	Crossmark Global Holdings Houston, Texas	$15.3M	+$3.22M	1	0.55%	Increased
271	Penserra Capital Management Orinda, California	$15.2M	+$4.39M	2	1.03%	Increased
272	Public Employees Retirement Association of Colorado Denver, Colorado	$15M	-$262K	2	0.1%	Reduced
273	Utah Retirement Systems Salt Lake City, Utah	$14.7M	$0	1	0.32%	Maintained
274	TIAA FSB Jacksonville, Florida	$14.7M	+$14.2M	1	0.08%	Increased
275	Meyer Handelman Company Rye Brook, New York	$14.7M	-$246	1	0.9%	Reduced