← 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
PGGM Investments
PGGM Investments
Netherlands
$89M +$78.2M 1 0.52% New
102
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$88.2M +$15.6M 1 0.4% Increased
103
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$87.3M $0 1 2.93% Maintained
104
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$87M -$1.22M 1 0.3% Reduced
105
Jennison Associates
Jennison Associates
New York
$86.5M -$311M 1 0.08% Reduced
106
Rafferty Asset Management
Rafferty Asset Management
New York
$84.4M +$52.1M 1 1.19% Increased
107
Russell Investments Group
Russell Investments Group
United Kingdom
$84.4M -$17.5M 2 0.19% Reduced
108
Chevy Chase Trust
Chevy Chase Trust
Maryland
$83.2M -$5.21M 1 0.34% Reduced
109
HP
Holowesko Partners
Bahamas
$82.9M -$3.93M 1 9.92% Reduced
110
ProShare Advisors
ProShare Advisors
Maryland
$82.8M +$8.74M 2 0.44% Increased
111
Prudential plc
Prudential plc
United Kingdom
$82.8M -$38.3M 1 0.4% Reduced
112
Neuberger Berman Group
Neuberger Berman Group
New York
$80.8M +$27.8M 2 0.1% Increased
113
VOYA Investment Management
VOYA Investment Management
Georgia
$79.7M +$10.5M 2 0.19% Increased
114
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$77.3M -$1.84M 1 5.61% Reduced
115
Saturna Capital
Saturna Capital
Washington
$76.5M +$140K 1 2.15% Increased
116
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$76.3M -$2.18M 1 1.09% Reduced
117
SEI Investments
SEI Investments
Pennsylvania
$74.4M +$12.5M 2 0.23% Increased
118
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$73M -$7.97M 2 0.3% Reduced
119
Davenport & Co
Davenport & Co
Virginia
$72.4M +$58.4M 1 0.88% Increased
120
Canada Life
Canada Life
Manitoba, Canada
$71.4M -$4.24M 1 0.16% Reduced
121
STRS Ohio
STRS Ohio
Ohio
$70.2M +$761K 3 0.31% Increased
122
Korea Investment Corp
Korea Investment Corp
South Korea
$69.1M -$882K 1 0.25% Reduced
123
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$68M +$52.2M 1 0.44% Increased
124
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$67.9M +$12.4M 2 0.22% Increased
125
Panagora Asset Management
Panagora Asset Management
Massachusetts
$67.6M -$994K 2 0.43% Reduced