← 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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$207M -$10.1M 2 0.22% Reduced
52
USAA
United Services Automobile Association
Texas
$204M -$11.1M 1 0.6% Reduced
53
Causeway Capital Management
Causeway Capital Management
California
$195M -$12.8M 1 2.19% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$183M +$821K 2 0.27% Increased
55
First Trust Advisors
First Trust Advisors
Illinois
$176M +$8.51M 1 0.45% Increased
56
Bessemer Group
Bessemer Group
New Jersey
$174M -$3.11M 1 0.7% Reduced
57
Allianz Asset Management
Allianz Asset Management
Germany
$174M +$5.01M 1 0.15% Increased
58
LSV Asset Management
LSV Asset Management
Illinois
$173M -$163M 1 0.29% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$172M -$5.42M 2 0.17% Reduced
60
Citadel Advisors
Citadel Advisors
Florida
$168M +$105M 2 0.13% Increased
61
Russell Investments Group
Russell Investments Group
United Kingdom
$167M -$12.5M 2 0.28% Reduced
62
First Pacific Advisors
First Pacific Advisors
California
$166M +$10M 1 1.28% Increased
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$160M -$2.45M 1 0.3% Reduced
64
Renaissance Technologies
Renaissance Technologies
New York
$157M +$143M 2 0.19% Increased
65
WP
Wedgewood Partners
Missouri
$156M -$14M 1 5.32% Reduced
66
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$154M +$44.9M 1 0.32% Increased
67
American Century Companies
American Century Companies
Missouri
$154M -$67.7M 1 0.16% Reduced
68
Stifel Financial
Stifel Financial
Missouri
$152M -$5.64M 2 0.53% Reduced
69
AllianceBernstein
AllianceBernstein
Tennessee
$149M +$17.9M 2 0.11% Increased
70
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$145M -$23.9M 1 0.42% Reduced
71
Fidelity International
Fidelity International
Bermuda
$143M +$8.3M 1 0.41% Increased
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$142M +$1.59M 3 0.31% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$138M -$11.4M 3 0.31% Reduced
74
Teachers Advisors
Teachers Advisors
New York
$131M +$149K 3 0.18% Increased
75
Jennison Associates
Jennison Associates
New York
$130M -$248M 1 0.13% Reduced