← 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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$67.9M -$2.87M 1 0.39% Reduced
127
River Road Asset Management
River Road Asset Management
Kentucky
$67.7M -$27.9M 1 1.17% Reduced
128
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$66.4M -$1.19M 1 0.99% Reduced
129
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$65.7M +$21.5M 2 0.48% Increased
130
Putnam Investments
Putnam Investments
Massachusetts
$63.2M +$43.6K 2 0.14% Increased
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
$62.8M -$2.66M 1 0.37% Reduced
132
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$61.8M +$4.37M 1 2.11% Increased
133
Bahl & Gaynor
Bahl & Gaynor
Ohio
$61.2M -$3.93M 1 0.84% Reduced
134
STRS Ohio
STRS Ohio
Ohio
$59.9M -$1.91M 2 0.27% Reduced
135
JHC
JFB Holdings Corp
Georgia
$59M -$6.03M 1 1.76% Reduced
136
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$58.2M +$2.43M 1 1.58% Increased
137
HP
Holowesko Partners
Bahamas
$58M $0 1 3.78% Maintained
138
Credit Agricole
Credit Agricole
France
$57.5M -$32.5M 2 0.27% Reduced
139
KeyBank National Association
KeyBank National Association
Ohio
$56.8M -$10M 1 0.38% Reduced
140
DnB Asset Management
DnB Asset Management
Norway
$56.5M +$28.2M 1 1.21% Increased
141
VanEck Associates
VanEck Associates
New York
$56.3M +$2.98M 1 0.45% Increased
142
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$55.9M -$1.62M 1 0.47% Reduced
143
First Trust Advisors
First Trust Advisors
Illinois
$55.4M +$9.82M 1 0.14% Increased
144
SIM
Sprucegrove Investment Management
Ontario, Canada
$55.1M +$17.4M 1 1.57% Increased
145
QI
Qualcomm Inc
California
$53.1M -$2.22M 1 6.92% Reduced
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.2M -$7.56M 1 0.32% Reduced
147
USSCPF
United States Steel & Carnegie Pension Fund
New York
$52.1M $0 1 1.23% Maintained
148
Natixis Advisors
Natixis Advisors
Massachusetts
$51.6M +$7.39M 1 0.85% Increased
149
First Eagle Investment Management
First Eagle Investment Management
New York
$51.2M +$54.6M 1 0.13% New
150
AC
Ascend Capital
California
$51.1M +$45M 1 1.8% Increased