← 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
Aviva
Aviva
United Kingdom
$65.1M +$4.21M 1 0.29% Increased
177
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.9M +$25.9M 1 0.25% Increased
178
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$63.9M -$3.68M 2 0.05% Reduced
179
Appaloosa LP
Appaloosa LP
New Jersey
$63.2M -$3.26M 1 1.51% Reduced
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$62.7M -$260K 1 0.36% Reduced
181
STRS Ohio
STRS Ohio
Ohio
$61.7M -$4.7M 2 0.23% Reduced
182
NSLI
Nan Shan Life Insurance
Taiwan
$60.9M +$67M 1 1.01% New
183
AIG
American International Group
New York
$59.8M -$703K 2 0.32% Reduced
184
Smead Capital Management
Smead Capital Management
Arizona
$59.3M +$1.39M 1 2.03% Increased
185
Federated Hermes
Federated Hermes
Pennsylvania
$59.1M -$3.31M 2 0.11% Reduced
186
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$58.9M +$1.72M 2 0.31% Increased
187
Beck Mack & Oliver
Beck Mack & Oliver
New York
$58.3M -$1.8M 1 1.51% Reduced
188
Aberdeen Group
Aberdeen Group
United Kingdom
$58.1M -$3.35M 1 0.13% Reduced
189
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$57.4M +$30.5M 1 0.12% Increased
190
Todd Asset Management
Todd Asset Management
Kentucky
$57.4M -$431K 1 1.32% Reduced
191
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$56.4M +$4.97M 2 0.24% Increased
192
R.M. Davis Inc
R.M. Davis Inc
Maine
$55.5M +$919K 1 1.38% Increased
193
Robeco Schweiz
Robeco Schweiz
Switzerland
$55.2M +$2.84M 1 0.64% Increased
194
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$55.2M -$1.58M 2 0.33% Reduced
195
Cincinnati Insurance
Cincinnati Insurance
Ohio
$55.1M $0 1 1.12% Maintained
196
Osaic Holdings
Osaic Holdings
Arizona
$54.7M +$3.96M 3 0.11% Increased
197
NCA
Newbrook Capital Advisors
New York
$54.3M -$6.67M 1 3.96% Reduced
198
RCW
Rheos Capital Works
Japan
$53.6M $0 1 2.76% Maintained
199
Swedbank
Swedbank
Sweden
$53.2M +$1.65M 1 0.1% Increased
200
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$53M +$230K 1 0.81% Increased