← 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
Robeco Schweiz
Robeco Schweiz
Switzerland
$55.6M +$16.7M 1 2.36% Increased
127
Sterling Capital Management
Sterling Capital Management
North Carolina
$54.8M -$671K 1 0.53% Reduced
128
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$54.7M -$16.8M 1 1.58% Reduced
129
Aperio Group
Aperio Group
California
$52.7M +$5.93M 2 0.22% Increased
130
Asset Management One
Asset Management One
Japan
$52.2M +$2.64M 1 0.26% Increased
131
CIBC World Markets
CIBC World Markets
New York
$52.1M +$20.6M 1 0.4% Increased
132
Franklin Resources
Franklin Resources
California
$51.6M +$36.3M 1 0.03% Increased
133
APG Asset Management
APG Asset Management
Netherlands
$51.3M +$7.75M 1 0.09% Increased
134
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$50.9M +$17.5M 1 0.25% Increased
135
PFC
Poplar Forest Capital
California
$50.4M -$26.4M 1 3.67% Reduced
136
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$50.1M +$13.4M 1 1.17% Increased
137
Cambiar Investors
Cambiar Investors
Colorado
$49.4M +$5.61M 1 1.28% Increased
138
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$48.6M -$699K 1 0.32% Reduced
139
Neuberger Berman Group
Neuberger Berman Group
New York
$48.4M -$48.4M 2 0.06% Reduced
140
MVP
Miller Value Partners
Florida
$47.9M +$242K 1 1.82% Increased
141
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$47.7M -$4.65M 1 0.26% Reduced
142
Regions Financial Corp
Regions Financial Corp
Alabama
$47.5M -$4.35M 1 0.54% Reduced
143
VOYA Investment Management
VOYA Investment Management
Georgia
$47.5M +$4.25M 2 0.1% Increased
144
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$47.3M $0 1 1.25% Maintained
145
Los Angeles Capital Management
Los Angeles Capital Management
California
$45.6M -$8.62M 1 0.24% Reduced
146
Conning Inc
Conning Inc
Connecticut
$45.5M -$16.8M 1 1.5% Reduced
147
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45.4M -$7.04M 1 0.41% Reduced
148
PAM
Private Asset Management
California
$45.2M -$920K 1 7.7% Reduced
149
Guggenheim Capital
Guggenheim Capital
Illinois
$45.2M -$1.27M 1 0.37% Reduced
150
Baird Financial Group
Baird Financial Group
Wisconsin
$44.5M -$9.11M 1 0.17% Reduced