← 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	Employees Provident Fund Board Shah Alam, Malaysia	$35.5M	$0	1	0.98%	Maintained
152	Pinnacle Associates New York	$35.4M	+$1.14M	2	0.8%	Increased
153	Guggenheim Capital Chicago, Illinois	$34.9M	+$682K	2	0.28%	Increased
154	Aperio Group Sausalito, California	$34.9M	-$1.98M	1	0.15%	Reduced
155	PAM Private Asset Management San Diego, California	$34.6M	-$1.33M	1	6.16%	Reduced
156	Oregon Public Employees Retirement Fund Tigard, Oregon	$33.8M	+$109K	1	0.48%	Increased
157	APG Asset Management Amsterdam, Netherlands	$33.6M	-$2.95M	1	0.06%	Reduced
158	Kornitzer Capital Management Shawnee Mission, Kansas	$32.8M	+$2.28M	1	0.59%	Increased
159	BNP Paribas Financial Markets Paris, France	$32.7M	+$2.98M	3	0.07%	Increased
160	Cambiar Investors Denver, Colorado	$32.6M	-$50.5K	1	0.78%	Reduced
161	AIG American International Group New York	$32.6M	-$1.84M	2	0.12%	Reduced
162	VOYA Investment Management Atlanta, Georgia	$32.4M	-$148K	2	0.07%	Reduced
163	Robeco Institutional Asset Management Rotterdam, Netherlands	$32.4M	+$7.69M	1	0.12%	Increased
164	DnB Asset Management Oslo, Norway	$32M	+$21.3M	1	0.37%	Increased
165	Schroder Investment Management Group London, United Kingdom	$31.6M	-$84.5M	1	0.06%	Reduced
166	Tocqueville Asset Management New York	$31M	-$405K	1	0.41%	Reduced
167	Ariel Investments Chicago, Illinois	$29.4M	+$6.39M	2	0.37%	Increased
168	Swiss Life Asset Management Zurich,	$29.1M	-$17.6M	1	0.37%	Reduced
169	Robeco Schweiz Zurich, Switzerland	$29.1M	-$4.91M	1	1.2%	Reduced
170	Becker Capital Management Portland, Oregon	$29M	-$9.14M	1	1.07%	Reduced
171	River Road Asset Management Louisville, Kentucky	$28.8M	-$17.6M	1	0.64%	Reduced
172	Vident Investment Advisory Alpharetta, Georgia	$28.8M	+$1.11M	2	1.55%	Increased
173	Royal London Asset Management United Kingdom	$28.6M	-$2.14M	1	0.23%	Reduced
174	LPL Financial San Diego, California	$27.9M	+$4.13M	1	0.06%	Increased
175	CCM Compass Capital Management Minneapolis, Minnesota	$27.8M	+$2.09M	1	3.52%	Increased