← 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
76	HSBC Holdings London, United Kingdom	$303M	-$82.6M	1	0.66%	Reduced
77	Parametric Portfolio Associates Seattle, Washington	$298M	+$6.73M	2	0.67%	Increased
78	Charles Schwab San Francisco, California	$288M	+$7.24M	2	0.48%	Increased
79	Boston Partners Boston, Massachusetts	$283M	+$23.3M	1	0.47%	Increased
80	Panagora Asset Management Boston, Massachusetts	$281M	+$151M	1	1.36%	Increased
81	Ruffer LLP London, United Kingdom	$280M	+$31.5M	1	9.1%	Increased
82	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$280M	+$9.14M	1	0.97%	Increased
83	TCW Group Los Angeles, California	$279M	-$23.1M	1	1.15%	Reduced
84	Citigroup New York	$274M	-$227M	3	0.26%	Reduced
85	Baillie Gifford & Co Edinburgh, United Kingdom	$272M	-$1.17M	1	0.59%	Reduced
86	New York State Teachers Retirement System (NYSTRS) Albany, New York	$268M	-$6.96M	1	0.7%	Reduced
87	APG Asset Management Amsterdam, Netherlands	$265M	+$50.5M	1	0.57%	Increased
88	Alkeon Capital Management New York	$251M	-$65.1M	1	4.58%	Reduced
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$249M	-$1.58M	2	0.63%	Reduced
90	RhumbLine Advisers Boston, Massachusetts	$239M	-$8.77M	2	0.7%	Reduced
91	AWM Ashmore Wealth Management Wilmington, Delaware	$238M	$0	1	4.58%	Maintained
92	Renaissance Technologies New York	$224M	-$9.57M	2	0.52%	Reduced
93	PGGM Investments Zeist, Netherlands	$219M	$0	1	1.06%	Maintained
94	Adage Capital Partners Boston, Massachusetts	$218M	+$13M	1	0.56%	Increased
95	Lazard Asset Management New York	$217M	-$61.9M	1	0.45%	Reduced
96	Aberdeen Asset Management Aberdeen, United Kingdom	$213M	+$77.1M	1	0.44%	Increased
97	Flossbach Von Storch Cologne, Germany	$212M	-$55.6M	1	5.08%	Reduced
98	HCM Holland Capital Management Chicago, Illinois	$209M	-$3.65M	1	4.43%	Reduced
99	Westwood Holdings Group Dallas, Texas	$202M	+$3.82M	1	1.49%	Increased
100	Fred Alger Management New York	$200M	-$18.1M	1	0.99%	Reduced