← 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
101
Teachers Advisors
Teachers Advisors
New York
$213M +$55M 3 0.46% Increased
102
HCM
Holland Capital Management
Illinois
$212M -$10.7M 1 4.58% Reduced
103
EC
Eminence Capital
New York
$211M -$46M 1 3.42% Reduced
104
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$210M +$1.69M 1 4.43% Increased
105
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$209M -$4.58M 2 0.48% Reduced
106
HCM
Highfields Capital Management
Massachusetts
$207M $0 1 1.73% Maintained
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$205M -$20.4M 1 0.67% Reduced
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$205M -$3.61M 1 0.56% Reduced
109
ACM
Atlanta Capital Management
Georgia
$204M -$23M 1 1.41% Reduced
110
Westwood Holdings Group
Westwood Holdings Group
Texas
$197M -$11.2M 1 1.52% Reduced
111
US Bancorp
US Bancorp
Minnesota
$197M +$1.63M 2 0.81% Increased
112
Credit Agricole
Credit Agricole
France
$196M -$700K 1 0.79% Reduced
113
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$195M +$5.12M 1 1.98% Increased
114
Barclays
Barclays
United Kingdom
$195M +$16M 3 0.22% Increased
115
BlackRock Japan
BlackRock Japan
Japan
$194M -$14.1M 2 0.87% Reduced
116
River Road Asset Management
River Road Asset Management
Kentucky
$190M +$24.2M 1 2.06% Increased
117
MTB
Mizuho Trust & Banking
Japan
$181M -$24.7M 1 0.68% Reduced
118
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$180M -$80.3M 2 0.14% Reduced
119
SSM
Sound Shore Management
Connecticut
$179M -$12.4M 1 3.07% Reduced
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$177M -$5.08M 1 1.09% Reduced
121
First Pacific Advisors
First Pacific Advisors
California
$176M +$618K 1 1.54% Increased
122
Swiss National Bank
Swiss National Bank
Switzerland
$173M -$14.2M 2 0.68% Reduced
123
Bessemer Group
Bessemer Group
New Jersey
$173M +$8.27M 1 1.16% Increased
124
Sterling Capital Management
Sterling Capital Management
North Carolina
$168M -$2.11M 1 1.43% Reduced
125
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$167M +$86.5M 1 0.72% Increased