← 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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$57.4M +$3.74M 2 0.36% Increased
177
Federated Hermes
Federated Hermes
Pennsylvania
$57.1M +$10.7M 2 0.11% Increased
178
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.7M +$4.52M 2 0.37% Increased
179
Cincinnati Insurance
Cincinnati Insurance
Ohio
$56.7M $0 1 1.2% Maintained
180
Royal London Asset Management
Royal London Asset Management
United Kingdom
$56.5M +$2.01M 1 0.26% Increased
181
Pinnacle Associates
Pinnacle Associates
New York
$56M -$5.31M 2 1.07% Reduced
182
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$55.5M +$96.6K 1 0.89% Increased
183
RCW
Rheos Capital Works
Japan
$55.1M $0 1 3.64% Maintained
184
CC
Cannell & Co
New York
$54.4M +$7.47M 1 1.71% Increased
185
R.M. Davis Inc
R.M. Davis Inc
Maine
$54.2M -$175K 1 1.49% Reduced
186
Korea Investment Corp
Korea Investment Corp
South Korea
$54.2M +$2.55M 1 0.17% Increased
187
Man Group
Man Group
United Kingdom
$53.8M +$41.2M 2 0.24% Increased
188
Smead Capital Management
Smead Capital Management
Arizona
$53.3M -$3.93M 1 2.34% Reduced
189
Nomura Holdings
Nomura Holdings
Japan
$53.2M +$32.9M 2 0.12% Increased
190
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$53.1M +$9.25M 2 0.26% Increased
191
CF
Cypress Funds
California
$53.1M $0 1 5.03% Maintained
192
OA
Oak Associates
Ohio
$52.6M -$467K 2 3.11% Reduced
193
Hamlin Capital Management
Hamlin Capital Management
New York
$52M -$7.44M 1 2.13% Reduced
194
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$52M -$2.32M 1 0.56% Reduced
195
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$52M -$143M 1 0.07% Reduced
196
Penserra Capital Management
Penserra Capital Management
California
$51.9M +$11.3M 2 0.96% Increased
197
OPFM
Optimus Prime Fund Management
Cayman Islands
$51.6M +$14.4M 1 4.67% Increased
198
SCM
Sirios Capital Management
Massachusetts
$51.1M -$2.08M 1 4.31% Reduced
199
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$50.9M +$326K 2 0.3% Increased
200
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$50.9M +$7.18M 2 0.28% Increased