← 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
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$94.3M -$11.4M 1 0.69% Reduced
152
Tocqueville Asset Management
Tocqueville Asset Management
New York
$94M -$1.63M 1 1.43% Reduced
153
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$92.9M -$6.09M 1 0.15% Reduced
154
Chevy Chase Trust
Chevy Chase Trust
Maryland
$92.7M -$113K 1 0.27% Reduced
155
UIA
UG Investment Advisers
Taiwan
$92.3M -$6.2M 1 17.61% Reduced
156
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$92.3M -$5.54M 2 0.16% Reduced
157
CC
Capital Counsel
New York
$91.8M -$1.95M 1 3.72% Reduced
158
Squarepoint
Squarepoint
New York
$91.1M -$34.7M 3 0.09% Reduced
159
CIBC World Market
CIBC World Market
Ontario, Canada
$90.9M -$15.8M 1 0.18% Reduced
160
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$89.5M -$3.07M 1 0.39% Reduced
161
Los Angeles Capital Management
Los Angeles Capital Management
California
$88.8M -$36.8M 2 0.33% Reduced
162
APG Asset Management
APG Asset Management
Netherlands
$88.6M +$200K 1 0.26% Increased
163
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$87.2M +$1.73M 1 0.15% Increased
164
Cullen Capital Management
Cullen Capital Management
New York
$86.5M +$7.27M 1 0.98% Increased
165
Cerity Partners
Cerity Partners
New York
$86.4M -$6.54M 2 0.15% Reduced
166
Macquarie Group
Macquarie Group
Australia
$85.4M -$2.5M 1 0.1% Reduced
167
Mariner
Mariner
Kansas
$84.8M +$4.73M 3 0.12% Increased
168
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.6M -$3.96M 1 0.19% Reduced
169
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$83.5M -$6.34M 1 0.48% Reduced
170
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$82.8M -$49M 2 0.2% Reduced
171
PineBridge Investments
PineBridge Investments
New York
$82.6M +$336K 1 0.66% Increased
172
Swiss Life Asset Management
Swiss Life Asset Management
$80.1M +$17M 1 0.47% Increased
173
ING Group
ING Group
Netherlands
$79.5M +$705K 1 0.48% Increased
174
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$79.2M +$2.45M 2 0.28% Increased
175
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$78.4M -$9.13M 2 0.33% Reduced