← 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
Capital World Investors
Capital World Investors
California
$95.4M $0 1 0.02% Maintained
127
Railway Pension Investments
Railway Pension Investments
United Kingdom
$95.1M +$1.14M 1 0.93% Increased
128
Nordea Investment Management
Nordea Investment Management
Sweden
$93.9M +$27.8M 1 0.14% Increased
129
AustralianSuper
AustralianSuper
Australia
$93.1M +$35M 1 0.57% Increased
130
KBC Group
KBC Group
Belgium
$92.9M -$19.3M 2 0.46% Reduced
131
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$92.7M -$119M 1 0.22% Reduced
132
SEI Investments
SEI Investments
Pennsylvania
$91.6M +$7.5M 2 0.2% Increased
133
Point72 Asset Management
Point72 Asset Management
Connecticut
$89.4M +$97.9M 2 0.38% Increased
134
INTECH Investment Management
INTECH Investment Management
Florida
$88.3M +$93.9M 1 0.51% New
135
DZ Bank
DZ Bank
Germany
$88.2M -$49.6M 1 0.16% Reduced
136
Smead Capital Management
Smead Capital Management
Arizona
$87.4M +$5.99M 1 2.24% Increased
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$87.1M -$211K 1 0.36% Reduced
138
American Century Companies
American Century Companies
Missouri
$86.4M +$30.7M 2 0.07% Increased
139
TD Asset Management
TD Asset Management
Ontario, Canada
$86.3M -$4.09M 1 0.1% Reduced
140
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$86.1M +$748K 2 0.33% Increased
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$85.9M -$212K 2 0.36% Reduced
142
HMP
HS Management Partners
New York
$84.8M -$61.7M 1 3.07% Reduced
143
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$84.4M +$89.7M 1 0.79% New
144
Candriam SCA
Candriam SCA
Luxembourg
$84M +$12.4M 2 0.69% Increased
145
CIBC World Market
CIBC World Market
Ontario, Canada
$83.9M +$829K 1 0.29% Increased
146
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$83.2M +$32.9M 1 0.72% Increased
147
Davenport & Co
Davenport & Co
Virginia
$82.9M +$1.08M 1 0.68% Increased
148
ClearBridge Investments
ClearBridge Investments
New York
$82.7M -$9.59M 1 0.08% Reduced
149
ORIO
Old Republic International (ORI)
Illinois
$82.1M $0 1 1.98% Maintained
150
Westfield Capital Management
Westfield Capital Management
Massachusetts
$80.4M -$24.9M 1 0.63% Reduced