← 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
Holocene Advisors
Holocene Advisors
New York
$108M +$102M 1 0.61% New
127
LPL Financial
LPL Financial
California
$107M +$9.72M 2 0.11% Increased
128
TD Asset Management
TD Asset Management
Ontario, Canada
$107M -$2.23M 1 0.11% Reduced
129
Capital World Investors
Capital World Investors
California
$107M -$159M 1 0.02% Reduced
130
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$106M +$14.2M 1 0.97% Increased
131
SEI Investments
SEI Investments
Pennsylvania
$105M +$10.2M 1 0.23% Increased
132
Waverton Investment Management
Waverton Investment Management
United Kingdom
$105M +$4.86M 1 4.08% Increased
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$104M -$5.94M 1 0.35% Reduced
134
Natixis Advisors
Natixis Advisors
Massachusetts
$104M +$245K 2 0.48% Increased
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$103M -$814K 3 0.36% Reduced
136
Jennison Associates
Jennison Associates
New York
$99.2M +$21.8M 1 0.07% Increased
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$98.9M +$142K 2 0.32% Increased
138
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$98.8M +$10.8M 2 0.48% Increased
139
AustralianSuper
AustralianSuper
Australia
$98.4M -$53.1M 1 0.69% Reduced
140
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$95.9M +$32.9M 2 0.59% Increased
141
Panagora Asset Management
Panagora Asset Management
Massachusetts
$93.5M +$1.12M 2 0.5% Increased
142
ORIO
Old Republic International (ORI)
Illinois
$93.5M $0 1 1.81% Maintained
143
Regions Financial Corp
Regions Financial Corp
Alabama
$91.5M -$6.09M 1 0.79% Reduced
144
Davenport & Co
Davenport & Co
Virginia
$91.4M +$7.6M 1 0.7% Increased
145
KBC Group
KBC Group
Belgium
$89.2M +$5.06M 2 0.32% Increased
146
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$88.1M +$1.89M 1 0.66% Increased
147
Korea Investment Corp
Korea Investment Corp
South Korea
$87.2M +$27.2M 1 0.25% Increased
148
Asset Management One
Asset Management One
Japan
$86.8M +$1.64M 1 0.32% Increased
149
ACI
AMP Capital Investors
Australia
$86.7M -$4.14M 1 0.42% Reduced
150
Guggenheim Capital
Guggenheim Capital
Illinois
$86.3M +$9.44M 2 0.51% Increased