← 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
Aviva
Aviva
United Kingdom
$119M +$17.2M 1 0.29% Increased
127
Korea Investment Corp
Korea Investment Corp
South Korea
$118M -$17.4M 1 0.29% Reduced
128
Baird Financial Group
Baird Financial Group
Wisconsin
$118M +$2.51M 1 0.23% Increased
129
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$117M +$42.8M 2 0.59% Increased
130
NSLI
Nan Shan Life Insurance
Taiwan
$115M +$35.5M 1 2.72% Increased
131
Bessemer Group
Bessemer Group
New Jersey
$113M -$43.6M 1 0.2% Reduced
132
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$112M -$387K 1 5.07% Reduced
133
Storebrand Asset Management
Storebrand Asset Management
Norway
$111M +$999K 1 0.36% Increased
134
Millennium Management
Millennium Management
New York
$110M -$129M 2 0.06% Reduced
135
Andra AP-fonden
Andra AP-fonden
Sweden
$109M +$102M 1 1.78% Increased
136
DZ Bank
DZ Bank
Germany
$107M +$44.8M 1 0.12% Increased
137
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$105M +$6.7M 2 0.3% Increased
138
CIBC World Market
CIBC World Market
Ontario, Canada
$104M +$45.2M 1 0.22% Increased
139
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$103M +$12.7M 1 0.91% Increased
140
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$102M -$1.27M 1 0.4% Reduced
141
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$101M +$20.8M 1 2.36% Increased
142
CIBC World Markets
CIBC World Markets
New York
$101M -$40.2M 2 0.79% Reduced
143
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$100M +$6.64M 2 0.25% Increased
144
William Blair & Company
William Blair & Company
Illinois
$99.8M +$47M 1 0.3% Increased
145
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$99.3M -$36.8M 1 0.19% Reduced
146
Corient Private Wealth
Corient Private Wealth
Florida
$98.6M -$4.93M 1 0.16% Reduced
147
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$98.5M +$1.87M 2 0.25% Increased
148
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$96.1M +$4.2M 4 0.14% Increased
149
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$95.9M +$33.1M 1 0.19% Increased
150
UIA
UG Investment Advisers
Taiwan
$95.5M +$58.1M 1 26.15% Increased