← 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	D.E. Shaw & Co New York	$109M	+$55.6M	2	0.09%	Increased
152	DZ Bank Frankfurt Am Main, Germany	$105M	-$35.8M	1	0.1%	Reduced
153	PineBridge Investments New York	$104M	+$14.5M	1	0.78%	Increased
154	Chevy Chase Trust Bethesda, Maryland	$102M	-$2.26M	1	0.31%	Reduced
155	Susquehanna International Group Bala Cynwyd, Pennsylvania	$102M	-$12.4M	3	0.02%	Reduced
156	Capitolis Liquid Global Markets New York	$101M	+$30M	1	1.07%	Increased
157	Zacks Investment Management Chicago, Illinois	$101M	+$3.85M	1	0.87%	Increased
158	Commonwealth Equity Services Waltham, Massachusetts	$101M	-$6.2M	3	0.15%	Reduced
159	Janney Montgomery Scott Philadelphia, Pennsylvania	$100M	+$30.4M	2	0.28%	Increased
160	DekaBank Deutsche Girozentrale Frankfurt, Germany	$99.2M	-$1.15M	2	0.18%	Reduced
161	CC Capital Counsel New York	$99.2M	+$1.71M	1	4.27%	Increased
162	Tocqueville Asset Management New York	$99.2M	-$129K	1	1.56%	Reduced
163	Renaissance Technologies New York	$99.1M	-$91.5M	2	0.15%	Reduced
164	Treasurer of the State of North Carolina Raleigh, North Carolina	$99M	+$4.28M	1	0.4%	Increased
165	Luther King Capital Management (LKCM) Fort Worth, Texas	$98.6M	-$1M	1	0.42%	Reduced
166	Aberdeen Group Edinburgh, United Kingdom	$98.4M	-$25.7M	1	0.18%	Reduced
167	Polar Capital Holdings London, United Kingdom	$98.1M	-$139M	1	0.47%	Reduced
168	Mercer Global Advisors Denver, Colorado	$94.4M	+$1.13M	1	0.22%	Increased
169	Pictet Asset Management Carouge, Switzerland	$93.3M	-$27.1M	2	0.1%	Reduced
170	BNP Paribas Asset Management Paris, France	$90.9M	-$78M	1	0.23%	Reduced
171	Cerity Partners New York	$90.5M	+$18.8M	2	0.2%	Increased
172	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$89.6M	+$560K	1	0.38%	Increased
173	Aviva London, United Kingdom	$88.7M	-$2.55M	1	0.23%	Reduced
174	Cetera Investment Advisers Schaumburg, Illinois	$88.4M	+$2.45M	1	0.19%	Increased
175	Mackenzie Financial Toronto Ontario, Ontario, Canada	$87.9M	-$2.13M	2	0.12%	Reduced