← 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
151
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$130M -$20.3M 1 0.61% Reduced
152
Panagora Asset Management
Panagora Asset Management
Massachusetts
$130M +$44.4M 1 0.61% Increased
153
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$127M +$3.08M 1 1.55% Increased
154
USS Investment Management
USS Investment Management
United Kingdom
$127M $0 1 2.29% Maintained
155
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$126M +$2.86M 1 0.14% Increased
156
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$125M +$480K 1 0.73% Increased
157
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$124M -$19.7M 1 2.64% Reduced
158
Aviva
Aviva
United Kingdom
$120M -$8.01M 1 0.97% Reduced
159
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$119M +$10.2M 1 3.25% Increased
160
OppenheimerFunds
OppenheimerFunds
New York
$116M +$29.6M 1 0.14% Increased
161
QI
Qualcomm Inc
California
$115M +$7.42M 1 5.81% Increased
162
Westfield Capital Management
Westfield Capital Management
Massachusetts
$112M -$51.6M 1 0.67% Reduced
163
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$109M -$8.57M 1 0.63% Reduced
164
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$108M -$6.88M 1 0.91% Reduced
165
TD Asset Management
TD Asset Management
Ontario, Canada
$108M -$6.5M 1 0.2% Reduced
166
KeyBank National Association
KeyBank National Association
Ohio
$108M -$383K 1 0.83% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$107M -$366K 1 0.62% Reduced
168
LCS
Levin Capital Strategies
New York
$105M -$24M 1 1.76% Reduced
169
WestEnd Advisors
WestEnd Advisors
North Carolina
$105M -$41.1M 1 5.12% Reduced
170
Guggenheim Capital
Guggenheim Capital
Illinois
$104M -$37.9M 3 0.3% Reduced
171
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$100M $0 1 3.23% Maintained
172
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$99.9M +$49.9M 2 0.05% Increased
173
Nordea Investment Management
Nordea Investment Management
Sweden
$99.7M +$25M 1 0.47% Increased
174
Chevy Chase Trust
Chevy Chase Trust
Maryland
$98.3M +$301K 1 0.7% Increased
175
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$95.4M -$2.68M 1 1.14% Reduced