← 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
Barclays
Barclays
United Kingdom
$312M -$156M 3 0.19% Reduced
52
First Trust Advisors
First Trust Advisors
Illinois
$311M -$21.2M 2 0.38% Reduced
53
Prudential Financial
Prudential Financial
New Jersey
$303M +$4.07M 2 0.48% Increased
54
LSV Asset Management
LSV Asset Management
Illinois
$301M +$253M 1 0.65% Increased
55
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$287M +$1.98M 1 0.74% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$281M -$15.4M 2 0.26% Reduced
57
Marshall Wace
Marshall Wace
United Kingdom
$265M +$240M 3 0.55% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$265M -$5.77M 2 0.35% Reduced
59
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$264M +$27.9M 1 0.7% Increased
60
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$256M +$778K 2 3.92% Increased
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$255M +$12.3M 2 0.37% Increased
62
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$251M -$154M 2 0.06% Reduced
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$248M +$1.12M 2 0.39% Increased
64
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$236M -$63.2M 2 0.6% Reduced
65
Envestnet Asset Management
Envestnet Asset Management
Illinois
$233M +$11.2M 2 0.13% Increased
66
National Pension Service
National Pension Service
South Korea
$214M +$18.2M 1 0.44% Increased
67
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$208M -$5.96M 1 0.78% Reduced
68
Citigroup
Citigroup
New York
$202M -$114M 3 0.15% Reduced
69
Bahl & Gaynor
Bahl & Gaynor
Ohio
$198M +$68.9M 1 1.3% Increased
70
ProShare Advisors
ProShare Advisors
Maryland
$192M -$101M 2 0.64% Reduced
71
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$187M +$14.4M 1 0.48% Increased
72
Principal Financial Group
Principal Financial Group
Iowa
$187M +$4.88M 2 0.14% Increased
73
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$179M -$51.8M 3 0.28% Reduced
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$176M -$1.1M 1 0.43% Reduced
75
Victory Capital Management
Victory Capital Management
Texas
$173M +$16M 2 0.2% Increased