← 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
51	AQR Capital Management Greenwich, Connecticut	$291M	+$8.87M	2	0.4%	Increased
52	New York State Common Retirement Fund Albany, New York	$283M	-$27M	3	0.4%	Reduced
53	Swiss National Bank Zurich, Switzerland	$271M	+$1.11M	2	0.43%	Increased
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$270M	-$3.36M	1	0.44%	Reduced
55	Credit Suisse Zurich, Switzerland	$262M	-$60.6M	2	0.26%	Reduced
56	Causeway Capital Management Los Angeles, California	$260M	+$22.4M	1	4.55%	Increased
57	Teachers Advisors New York	$258M	+$52.9M	2	0.4%	Increased
58	SA SPO Advisory San Anselmo, California	$257M	$0	1	5.28%	Maintained
59	Epoch Investment Partners New York	$251M	-$2.62M	2	0.94%	Reduced
60	UBS Group Zurich, Switzerland	$248M	+$4.74M	3	0.14%	Increased
61	California Public Employees Retirement System Sacramento, California	$236M	-$12.7M	2	0.4%	Reduced
62	USAA United Services Automobile Association San Antonio, Texas	$231M	-$5.1M	1	0.77%	Reduced
63	Eaton Vance Management Boston, Massachusetts	$224M	+$48.4M	1	0.63%	Increased
64	APG Asset Management Amsterdam, Netherlands	$222M	+$13.8M	1	0.42%	Increased
65	American Century Companies Kansas City, Missouri	$220M	-$342K	1	0.24%	Reduced
66	Allianz Asset Management Munich, Germany	$218M	-$1M	2	0.19%	Reduced
67	BlackRock New York	$218M	+$3.37M	2	0.31%	Increased
68	Macquarie Group Sydney, NSW 2000, Australia	$216M	-$110M	2	0.41%	Reduced
69	D.E. Shaw & Co New York	$215M	-$38.7M	2	0.37%	Reduced
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$208M	-$9.46M	1	0.44%	Reduced
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$208M	-$5.56M	2	0.42%	Reduced
72	Thornburg Investment Management Santa Fe, New Mexico	$191M	$0	1	1.47%	Maintained
73	WP Wedgewood Partners St Louis, Missouri	$190M	-$36.3M	1	4.65%	Reduced
74	New York State Teachers Retirement System (NYSTRS) Albany, New York	$180M	-$597K	1	0.47%	Reduced
75	AllianceBernstein Nashville, Tennessee	$177M	-$11.5M	2	0.15%	Reduced