← 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	Principal Financial Group Des Moines, Iowa	$177M	-$739K	2	0.12%	Reduced
77	BNP Paribas Financial Markets Paris, France	$176M	-$6.46M	3	0.22%	Reduced
78	Mairs & Power Inc St Paul, Minnesota	$170M	+$612K	1	1.85%	Increased
79	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$162M	+$685K	2	0.09%	Increased
80	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$159M	+$60M	1	0.24%	Increased
81	Douglas Lane & Associates New York	$158M	+$223K	1	2.56%	Increased
82	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$158M	+$4.78M	1	0.36%	Increased
83	Macquarie Group Sydney, NSW 2000, Australia	$156M	-$11.8M	2	0.18%	Reduced
84	State of Wisconsin Investment Board Madison, Wisconsin	$155M	+$10.9M	2	0.43%	Increased
85	US Bancorp Minneapolis, Minnesota	$155M	+$3.05M	2	0.25%	Increased
86	HighTower Advisors Chicago, Illinois	$154M	+$10.4M	1	0.3%	Increased
87	New York State Teachers Retirement System (NYSTRS) Albany, New York	$153M	-$6.4M	1	0.34%	Reduced
88	TD Asset Management Toronto, Ontario, Canada	$150M	+$6.11M	1	0.17%	Increased
89	Nomura Asset Management Tokyo, Japan	$146M	+$24.8M	1	0.67%	Increased
90	Janus Henderson Group London,	$145M	+$16.5M	2	0.09%	Increased
91	Victory Capital Management San Antonio, Texas	$145M	+$4.83M	2	0.16%	Increased
92	ProShare Advisors Bethesda, Maryland	$145M	-$4.62M	2	0.42%	Reduced
93	State Board of Administration of Florida Retirement System Tallahassee, Florida	$144M	-$7.79M	2	0.32%	Reduced
94	Citadel Advisors Miami, Florida	$141M	+$102M	2	0.03%	Increased
95	Bahl & Gaynor Cincinnati, Ohio	$141M	-$16.8M	1	0.86%	Reduced
96	Canada Life Winnipeg, Manitoba, Canada	$141M	+$15.6M	1	0.33%	Increased
97	William Blair Investment Management Chicago, Illinois	$140M	+$19.3M	1	0.45%	Increased
98	Altshuler Shaham Tel Aviv, Israel	$135M	+$900K	1	2.36%	Increased
99	TP Theleme Partners London, United Kingdom	$132M	$0	1	5.99%	Maintained
100	Mitsubishi UFJ Asset Management Tokyo, Japan	$130M	+$5.49M	2	0.27%	Increased