← 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	D.E. Shaw & Co New York	$264M	+$69.6M	2	0.29%	Increased
52	Allianz Asset Management Munich, Germany	$261M	-$27.9M	2	0.51%	Reduced
53	LSV Asset Management Chicago, Illinois	$247M	-$14.6M	1	0.54%	Reduced
54	Mirae Asset Global Investments Seoul, South Korea	$239M	+$1.52M	2	0.62%	Increased
55	Susquehanna International Group Bala Cynwyd, Pennsylvania	$237M	-$162M	2	0.06%	Reduced
56	RhumbLine Advisers Boston, Massachusetts	$236M	+$8.7M	2	0.32%	Increased
57	CIBC Private Wealth Group Atlanta, Georgia	$233M	-$1.12M	1	0.78%	Reduced
58	Neuberger Berman Group New York	$230M	-$54.2M	2	0.23%	Reduced
59	Los Angeles Capital Management Los Angeles, California	$230M	-$85.2M	1	1.12%	Reduced
60	Thrivent Financial for Lutherans Minneapolis, Minnesota	$222M	-$7.24M	1	0.58%	Reduced
61	Marshall Wace London, United Kingdom	$221M	-$13.4M	3	0.5%	Reduced
62	New York State Common Retirement Fund Albany, New York	$221M	+$924K	2	0.3%	Increased
63	Thornburg Investment Management Santa Fe, New Mexico	$218M	-$1.03M	2	3.69%	Reduced
64	Beutel, Goodman & Co Toronto, Ontario, Canada	$215M	+$122M	1	1.3%	Increased
65	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$215M	+$3.9M	2	0.34%	Increased
66	Franklin Resources San Mateo, California	$209M	-$1.35M	1	0.11%	Reduced
67	Prudential Financial Newark, New Jersey	$208M	+$5.91M	2	0.35%	Increased
68	Fisher Asset Management Camas, Washington	$203M	+$159M	1	0.14%	Increased
69	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$196M	+$6.15M	1	0.39%	Increased
70	Rafferty Asset Management New York	$186M	+$34.6M	2	1.56%	Increased
71	Citigroup New York	$186M	+$1.79M	3	0.15%	Increased
72	Natixis Paris, France	$181M	+$150M	2	1.01%	Increased
73	Principal Financial Group Des Moines, Iowa	$168M	-$978K	2	0.13%	Reduced
74	Macquarie Group Sydney, NSW 2000, Australia	$167M	+$14.1M	2	0.2%	Increased
75	Bahl & Gaynor Cincinnati, Ohio	$162M	-$21M	1	1.01%	Reduced