← 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
176	Gateway Investment Advisers Cincinnati, Ohio	$94.7M	-$1.9M	1	0.77%	Reduced
177	Haverford Trust Company Radnor, Pennsylvania	$93.5M	-$4.82M	1	2.89%	Reduced
178	LBG Lloyds Banking Group London, United Kingdom	$93.4M	+$2.7M	1	0.83%	Increased
179	John W. Bristol & Co New York	$93.2M	-$1.03M	1	1.63%	Reduced
180	Public Employees Retirement Association of Colorado Denver, Colorado	$91.8M	-$908K	1	0.78%	Reduced
181	Fifth Third Bancorp Cincinnati, Ohio	$88.3M	+$7.55M	1	0.83%	Increased
182	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$88.1M	+$4.16M	1	1.04%	Increased
183	Suntrust Banks Atlanta, Georgia	$87.2M	+$4.86M	1	0.32%	Increased
184	I.G. Investment Management Winnipeg, Manitoba, Canada	$85.4M	-$98.2M	1	0.31%	Reduced
185	MLICM Metropolitan Life Insurance Company (MetLife) New York	$85.4M	-$1.18M	2	0.59%	Reduced
186	Stifel Financial St. Louis, Missouri	$85M	+$81.1M	1	0.81%	New
187	Raymond James & Associates St Petersburg, Florida	$84.8M	-$271K	3	0.58%	Reduced
188	SC Stralem & Co New York	$83.8M	-$6.44M	1	2.65%	Reduced
189	MVP Miller Value Partners Sarasota, Florida	$83.7M	+$80M	1	3.36%	New
190	BNP Paribas Asset Management Paris, France	$82.9M	-$3.66M	1	0.63%	Reduced
191	Pictet Asset Management (UK) London, United Kingdom	$82.1M	+$1.54M	1	0.41%	Increased
192	Madison Investment Holdings Madison, Wisconsin	$81.9M	-$204K	1	1.56%	Reduced
193	Mackenzie Financial Toronto Ontario, Ontario, Canada	$80.3M	+$17.2M	1	0.39%	Increased
194	Factory Mutual Insurance Waltham, Massachusetts	$79.3M	-$21.5M	1	1.15%	Reduced
195	TAM Tiverton Asset Management Wilimington, Delaware	$78.9M	$0	1	1.71%	Maintained
196	Appaloosa Management Miami Beach, Florida	$78M	-$9.41M	1	0.86%	Reduced
197	Everett Harris & Co Los Angeles, California	$77M	+$2.29M	1	2.87%	Increased
198	Teacher Retirement System of Texas Austin, Texas	$75.8M	-$2.01M	2	0.69%	Reduced
199	Congress Asset Management Boston, Massachusetts	$73.9M	-$3.71M	1	1.85%	Reduced
200	Rockefeller Financial Services New York	$73.6M	+$568K	1	1.59%	Increased