← 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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$53M +$3.59M 2 0.06% Increased
177
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.7M -$26M 2 0.4% Reduced
178
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$51.5M +$2.71M 2 0.2% Increased
179
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$51.5M +$506K 2 0.32% Increased
180
Asset Management One
Asset Management One
Japan
$51M -$2.92M 1 0.25% Reduced
181
PAM
Private Asset Management
California
$50M -$703K 1 8.48% Reduced
182
Tocqueville Asset Management
Tocqueville Asset Management
New York
$50M -$10.1M 1 0.95% Reduced
183
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$49.8M +$5.42M 2 0.27% Increased
184
Todd Asset Management
Todd Asset Management
Kentucky
$49.2M +$466K 1 1.19% Increased
185
Aviva
Aviva
United Kingdom
$48.9M +$6.36M 1 0.24% Increased
186
INTECH Investment Management
INTECH Investment Management
Florida
$48.9M -$10.2M 1 0.37% Reduced
187
RAM
RWC Asset Management
United Kingdom
$48.5M +$2.1M 1 1.52% Increased
188
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$48.1M +$23.1M 2 1.38% Increased
189
Beck Mack & Oliver
Beck Mack & Oliver
New York
$47.9M +$52.7K 1 1.41% Increased
190
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$47.7M -$253K 1 0.56% Reduced
191
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$47.6M -$9.82M 2 1.35% Reduced
192
NSLI
Nan Shan Life Insurance
Taiwan
$47.1M +$8.84M 1 1.29% Increased
193
Cincinnati Insurance
Cincinnati Insurance
Ohio
$47M $0 1 0.94% Maintained
194
Calamos Advisors
Calamos Advisors
Illinois
$46.6M +$4.65M 2 0.22% Increased
195
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$45.7M -$1.98M 1 0.5% Reduced
196
R.M. Davis Inc
R.M. Davis Inc
Maine
$45.4M -$757K 1 1.22% Reduced
197
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.4M -$20.8M 1 0.12% Reduced
198
Cerity Partners
Cerity Partners
New York
$45.2M +$24.3M 2 0.29% Increased
199
AIG
American International Group
New York
$44.2M -$3.15M 2 0.31% Reduced
200
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$44.1M -$1.77M 2 0.1% Reduced