← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$62.8M -$41.9M 2 0.39% Reduced
127
Janus Henderson Group
Janus Henderson Group
$62.5M -$2.05M 2 0.03% Reduced
128
CBT
Capital Bank & Trust
California
$60.6M -$64.1M 1 0.75% Reduced
129
Saturna Capital
Saturna Capital
Washington
$60.2M -$395K 1 1.75% Reduced
130
TD Asset Management
TD Asset Management
Ontario, Canada
$59.2M -$4.64M 1 0.09% Reduced
131
Swiss Life Asset Management
Swiss Life Asset Management
$59.1M +$17.2M 1 0.79% Increased
132
Equity Investment Corp
Equity Investment Corp
Georgia
$58.3M -$2.57M 1 1.88% Reduced
133
ORIO
Old Republic International (ORI)
Illinois
$56.8M $0 1 1.65% Maintained
134
Seizert Capital Partners
Seizert Capital Partners
Michigan
$56.7M +$7.1M 1 2.09% Increased
135
Fisher Asset Management
Fisher Asset Management
Washington
$56.7M +$782K 1 0.07% Increased
136
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$56.5M -$1.23M 1 0.47% Reduced
137
Neuberger Berman Group
Neuberger Berman Group
New York
$55.2M -$37.8M 1 0.06% Reduced
138
Citigroup
Citigroup
New York
$55.1M -$23.1M 2 0.05% Reduced
139
Wedge Capital Management
Wedge Capital Management
North Carolina
$54.7M +$50M 1 0.52% New
140
STRS Ohio
STRS Ohio
Ohio
$54M -$332K 1 0.24% Reduced
141
Guggenheim Capital
Guggenheim Capital
Illinois
$53.7M -$4.15M 2 0.35% Reduced
142
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$53.3M -$1.78M 1 0.5% Reduced
143
Aviva
Aviva
United Kingdom
$53.1M -$603K 1 0.29% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$52.8M -$9.7M 2 0.26% Reduced
145
AIG
American International Group
New York
$52M +$323K 2 0.17% Increased
146
Pzena Investment Management
Pzena Investment Management
New York
$51.3M $0 1 0.25% Maintained
147
Robeco Schweiz
Robeco Schweiz
Switzerland
$51M -$3.88M 1 1.99% Reduced
148
Aperio Group
Aperio Group
California
$50.6M +$3.5M 1 0.22% Increased
149
Conning Inc
Conning Inc
Connecticut
$50.4M -$4.68M 1 1.5% Reduced
150
SG Americas Securities
SG Americas Securities
New York
$50.3M +$24.3M 2 0.37% Increased