← 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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$131M +$3.05M 1 1.96% Increased
127
Barclays
Barclays
United Kingdom
$129M -$11.1M 3 0.12% Reduced
128
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124M -$285K 1 3.35% Reduced
129
EP
Edinburgh Partners
United Kingdom
$124M -$6.24M 1 13.25% Reduced
130
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$122M -$3.65M 1 0.57% Reduced
131
NFA
Nationwide Fund Advisors
Ohio
$122M -$1.97M 3 0.51% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$122M -$23.7M 1 0.44% Reduced
133
USAA
United Services Automobile Association
Texas
$120M -$20.5M 1 0.43% Reduced
134
Canada Life
Canada Life
Manitoba, Canada
$118M -$21.9M 1 0.4% Reduced
135
STRS Ohio
STRS Ohio
Ohio
$117M -$18.1M 2 0.52% Reduced
136
Two Sigma Advisers
Two Sigma Advisers
New York
$115M +$88.8M 2 0.87% Increased
137
ING Group
ING Group
Netherlands
$115M -$75.4M 1 0.67% Reduced
138
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$114M -$986K 1 2.95% Reduced
139
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$114M -$220K 1 2.36% Reduced
140
Aviva
Aviva
United Kingdom
$114M +$827K 1 0.9% Increased
141
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$114M +$9.72M 1 3.59% Increased
142
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$113M -$12.8M 1 0.81% Reduced
143
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$113M -$31.2M 2 0.28% Reduced
144
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$113M -$308K 1 0.43% Reduced
145
Westfield Capital Management
Westfield Capital Management
Massachusetts
$110M -$583K 1 0.67% Reduced
146
Credit Agricole
Credit Agricole
France
$109M -$15.8M 1 0.47% Reduced
147
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$107M -$4.03M 1 0.61% Reduced
148
USS Investment Management
USS Investment Management
United Kingdom
$104M $0 1 1.82% Maintained
149
KeyBank National Association
KeyBank National Association
Ohio
$104M +$1.34M 1 0.71% Increased
150
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$103M +$8.41M 1 0.81% Increased