← 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
Nomura Asset Management
Nomura Asset Management
Japan
$68M +$19.3M 1 0.4% Increased
152
Candriam SCA
Candriam SCA
Luxembourg
$67.7M -$13.4M 2 0.46% Reduced
153
Nordea Investment Management
Nordea Investment Management
Sweden
$67.6M -$14.5M 1 0.11% Reduced
154
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$67.3M -$635K 3 0.16% Reduced
155
SEI Investments
SEI Investments
Pennsylvania
$67M -$7.44M 2 0.15% Reduced
156
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$65.5M -$4.99M 1 0.51% Reduced
157
Guggenheim Capital
Guggenheim Capital
Illinois
$64.7M -$1.54M 2 0.57% Reduced
158
STRS Ohio
STRS Ohio
Ohio
$64.4M -$2.77M 2 0.29% Reduced
159
Corient Private Wealth
Corient Private Wealth
Florida
$64.4M +$68.7M 1 0.23% New
160
Select Equity Group
Select Equity Group
New York
$61.1M -$41M 1 0.23% Reduced
161
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$59.7M +$1.78M 1 0.28% Increased
162
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$59.7M -$9.64M 1 0.67% Reduced
163
Storebrand Asset Management
Storebrand Asset Management
Norway
$58.7M +$515K 1 0.32% Increased
164
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$58M -$14.9M 1 0.6% Reduced
165
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$58M +$2.25M 1 0.35% Increased
166
Regions Financial Corp
Regions Financial Corp
Alabama
$57.8M -$563K 1 0.53% Reduced
167
Mariner
Mariner
Kansas
$57.7M -$3.62M 2 0.19% Reduced
168
CIBC World Markets
CIBC World Markets
New York
$57.1M +$50.5M 1 0.38% Increased
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$56.9M +$6.6M 2 0.15% Increased
170
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$56.2M +$368K 1 0.32% Increased
171
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$56.1M -$11.5M 1 0.27% Reduced
172
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$55.4M +$50.3M 2 0.57% Increased
173
Point72 Asset Management
Point72 Asset Management
Connecticut
$55.2M -$40.9M 2 0.19% Reduced
174
Osaic Holdings
Osaic Holdings
Arizona
$55.1M +$3.97M 2 0.11% Increased
175
Russell Investments Group
Russell Investments Group
United Kingdom
$53.1M +$12.7M 2 0.11% Increased