← 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	Danske Bank Copenhagen K, Denmark	$98.4M	-$76M	2	0.24%	Reduced
152	Tocqueville Asset Management New York	$96.9M	-$1.2M	1	1.41%	Reduced
153	State of Wisconsin Investment Board Madison, Wisconsin	$96.8M	-$3.35M	2	0.22%	Reduced
154	Squarepoint New York	$96.5M	-$6.03M	4	0.1%	Reduced
155	William Blair & Company Chicago, Illinois	$96.4M	+$22.4M	1	0.26%	Increased
156	DekaBank Deutsche Girozentrale Frankfurt, Germany	$95.6M	$0	2	0.16%	Maintained
157	DZ Bank Frankfurt Am Main, Germany	$95.3M	-$5.28M	1	0.08%	Reduced
158	Quantinno Capital Management New York	$94.9M	+$25.5M	2	0.26%	Increased
159	SSM Sound Shore Management Greenwich, Connecticut	$94.6M	+$90.2M	1	3.13%	New
160	Handelsbanken Fonder Stockholm, Sweden	$94.1M	+$9.57M	2	0.3%	Increased
161	ING Group Amsterdam, Netherlands	$94M	+$10.4M	1	0.51%	Increased
162	SG Americas Securities New York	$93.2M	+$66.3M	2	0.31%	Increased
163	Mariner Overland Park, Kansas	$92.8M	+$3.83M	3	0.12%	Increased
164	Chevy Chase Trust Bethesda, Maryland	$91.9M	-$4.7M	1	0.25%	Reduced
165	APG Asset Management Amsterdam, Netherlands	$91.8M	-$774K	1	0.26%	Reduced
166	CC Capital Counsel New York	$91.8M	-$3.91M	1	3.52%	Reduced
167	Commonwealth Equity Services Waltham, Massachusetts	$91.4M	-$9.34M	3	0.12%	Reduced
168	Fuller & Thaler Asset Management San Mateo, California	$91.4M	+$6.56M	1	0.31%	Increased
169	Bridgewater Associates Westport, Connecticut	$88.3M	-$36.9M	1	0.35%	Reduced
170	TGIA Torrey Growth & Income Advisors Del Mar, California	$87.8M	+$83.7M	2	25.84%	New
171	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$87.8M	-$41.3M	1	0.16%	Reduced
172	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$87.3M	-$15.3M	1	0.16%	Reduced
173	Korea Investment Corp Seoul, South Korea	$86.6M	-$51.6M	1	0.18%	Reduced
174	Exchange Traded Concepts Oklahoma City, Oklahoma	$86.4M	+$26.4M	2	0.73%	Increased
175	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$85.5M	+$43M	3	0.27%	Increased