← 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
US Bancorp
US Bancorp
Minnesota
$85.9M -$3.29M 3 0.29% Reduced
102
Natixis Advisors
Natixis Advisors
Massachusetts
$85.8M -$8.66M 1 0.93% Reduced
103
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$84.5M +$79.3K 1 1.02% Increased
104
First Eagle Investment Management
First Eagle Investment Management
New York
$82.6M +$83.5M 1 0.2% New
105
Hamlin Capital Management
Hamlin Capital Management
New York
$81.7M +$2.68M 1 3.41% Increased
106
AQR Capital Management
AQR Capital Management
Connecticut
$79.7M -$111M 2 0.11% Reduced
107
NFA
Nationwide Fund Advisors
Ohio
$78.6M +$23.9M 3 0.32% Increased
108
Prudential plc
Prudential plc
United Kingdom
$77.9M +$21.6M 1 0.26% Increased
109
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$77.5M +$17.1M 2 0.87% Increased
110
LCS
Levin Capital Strategies
New York
$76.3M +$77.2M 1 1.33% New
111
CBT
Capital Bank & Trust
California
$76.2M +$77.1M 1 1% New
112
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$75M -$42.9M 3 0.23% Reduced
113
M&T Bank
M&T Bank
New York
$72.5M +$4.69M 1 0.43% Increased
114
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$72.4M $0 1 2.07% Maintained
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$71M -$88K 1 0.34% Reduced
116
Douglas Lane & Associates
Douglas Lane & Associates
New York
$70.4M +$3.48M 1 1.66% Increased
117
Citigroup
Citigroup
New York
$70.3M -$33.4M 3 0.06% Reduced
118
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$70.3M -$7.52M 2 0.85% Reduced
119
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$69.9M -$13.4M 1 0.29% Reduced
120
Citadel Advisors
Citadel Advisors
Florida
$68.5M +$36.9M 3 0.06% Increased
121
Cambiar Investors
Cambiar Investors
Colorado
$67.2M -$717K 1 1.06% Reduced
122
CLM
ClearBridge LLC (Maryland)
Maryland
$66.9M +$8.56M 1 1.42% Increased
123
H
Hexavest
Quebec, Canada
$65.3M -$2.25M 1 0.85% Reduced
124
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.2M +$1.62K 1 0.45% Increased
125
Canada Life
Canada Life
Manitoba, Canada
$64.4M -$26M 1 0.17% Reduced