← 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	Axa Paris, France	$248M	-$21.3M	2	1.01%	Reduced
52	Raymond James & Associates St Petersburg, Florida	$245M	-$12.3M	1	0.31%	Reduced
53	Citadel Advisors Miami, Florida	$227M	+$68M	2	0.1%	Increased
54	Credit Suisse Zurich, Switzerland	$219M	+$35.7M	2	0.16%	Increased
55	Barclays London, United Kingdom	$217M	+$2.86M	3	0.12%	Increased
56	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$212M	+$16.7M	1	4.51%	Increased
57	Arrowstreet Capital Boston, Massachusetts	$207M	+$138M	2	0.48%	Increased
58	Pictet Asset Management (UK) London, United Kingdom	$198M	-$18.4M	1	0.35%	Reduced
59	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$192M	+$2.88M	3	0.33%	Increased
60	First Trust Advisors Wheaton, Illinois	$186M	+$30.9M	2	0.32%	Increased
61	RhumbLine Advisers Boston, Massachusetts	$185M	-$10.5M	3	0.31%	Reduced
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$178M	+$152M	2	0.05%	Increased
63	Lazard Asset Management New York	$177M	+$18.9M	2	0.25%	Increased
64	Two Sigma Investments New York	$175M	-$37.2M	2	0.53%	Reduced
65	Prudential plc London, England, United Kingdom	$159M	+$31.3M	1	0.67%	Increased
66	Polar Capital London, United Kingdom	$158M	-$14.3M	1	1.38%	Reduced
67	New York State Teachers Retirement System (NYSTRS) Albany, New York	$157M	-$1.13M	1	0.37%	Reduced
68	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$145M	-$62.7M	1	0.35%	Reduced
69	Principal Financial Group Des Moines, Iowa	$145M	-$15M	1	0.12%	Reduced
70	State Board of Administration of Florida Retirement System Tallahassee, Florida	$141M	-$5.18M	2	0.34%	Reduced
71	D.E. Shaw & Co New York	$140M	+$59.9M	2	0.16%	Increased
72	Douglas Lane & Associates New York	$139M	-$3.03M	1	2.59%	Reduced
73	Prudential Financial Newark, New Jersey	$137M	+$27.9M	2	0.2%	Increased
74	Los Angeles Capital Management Los Angeles, California	$137M	+$76.5M	2	0.68%	Increased
75	Assenagon Asset Management Senningerberg, Luxembourg	$136M	+$114M	1	0.85%	Increased