← 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
126
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$149M +$23.9M 1 0.19% Increased
127
USAA
United Services Automobile Association
Texas
$148M -$17.2M 1 0.54% Reduced
128
Barclays
Barclays
United Kingdom
$148M -$49.3M 3 0.16% Reduced
129
Canada Life
Canada Life
Manitoba, Canada
$147M +$8.81M 1 0.48% Increased
130
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$146M -$65.6M 1 3.13% Reduced
131
DF Dent & Co
DF Dent & Co
Maryland
$143M -$2.11M 1 3.31% Reduced
132
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$143M +$143M 1 0.57% New
133
Beck Mack & Oliver
Beck Mack & Oliver
New York
$142M -$2.2M 1 3.2% Reduced
134
STRS Ohio
STRS Ohio
Ohio
$142M -$24.4M 2 0.63% Reduced
135
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$142M +$111K 1 0.99% Increased
136
River Road Asset Management
River Road Asset Management
Kentucky
$141M -$50.4M 1 1.86% Reduced
137
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$141M -$70.5M 2 0.32% Reduced
138
EP
Edinburgh Partners
United Kingdom
$140M -$10.2M 1 14.01% Reduced
139
Bahl & Gaynor
Bahl & Gaynor
Ohio
$136M +$3.83M 1 2.07% Increased
140
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$134M -$4.48M 1 0.61% Reduced
141
SG Americas Securities
SG Americas Securities
New York
$134M -$20M 1 0.77% Reduced
142
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$133M -$31.7M 1 0.95% Reduced
143
Credit Agricole
Credit Agricole
France
$132M -$65.1M 1 0.56% Reduced
144
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131M -$1.32M 1 3.56% Reduced
145
NFA
Nationwide Fund Advisors
Ohio
$131M -$15.3M 3 0.53% Reduced
146
HMP
HS Management Partners
New York
$130M -$12.1M 1 5.3% Reduced
147
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$126M -$2.16M 1 1.49% Reduced
148
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$122M +$2.83M 1 3.06% Increased
149
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$121M -$2.79M 1 2.49% Reduced
150
Aviva
Aviva
United Kingdom
$120M -$466K 1 0.92% Reduced