← 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
CIBC World Market
CIBC World Market
Ontario, Canada
$53M -$3.19M 1 0.18% Reduced
177
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$52.9M -$9.08M 1 0.08% Reduced
178
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$52.6M -$3.21M 1 0.34% Reduced
179
Asset Management One
Asset Management One
Japan
$52.4M -$515K 2 0.23% Reduced
180
Zacks Investment Management
Zacks Investment Management
Illinois
$52.3M +$54.1M 1 0.68% Increased
181
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$51.2M -$16.6M 1 0.21% Reduced
182
Cullen Capital Management
Cullen Capital Management
New York
$51.1M -$244K 1 0.6% Reduced
183
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$50.8M -$29.3M 1 0.51% Reduced
184
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$50.4M +$1.04M 1 0.55% Increased
185
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$49.7M +$832K 1 0.19% Increased
186
Holocene Advisors
Holocene Advisors
New York
$49.6M +$27.1M 2 0.22% Increased
187
Todd Asset Management
Todd Asset Management
Kentucky
$48.8M +$1.9M 1 1.16% Increased
188
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$48.5M +$108K 2 0.27% Increased
189
Royal London Asset Management
Royal London Asset Management
United Kingdom
$48.2M +$1.55M 1 0.16% Increased
190
Aviva
Aviva
United Kingdom
$47.8M -$4.62M 1 0.2% Reduced
191
ARGA Investment Management
ARGA Investment Management
Connecticut
$47.6M +$49.2M 1 1.94% Increased
192
Beck Mack & Oliver
Beck Mack & Oliver
New York
$47.5M -$206K 1 1.24% Reduced
193
Cincinnati Insurance
Cincinnati Insurance
Ohio
$47.5M $0 1 0.94% Maintained
194
CCM
Compass Capital Management
Minnesota
$47.3M -$1.37M 1 3.72% Reduced
195
Mariner
Mariner
Kansas
$47.2M -$313K 2 0.13% Reduced
196
AIG
American International Group
New York
$45.9M +$1.45M 2 0.3% Increased
197
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$45.9M -$1.92M 1 0.21% Reduced
198
DF Dent & Co
DF Dent & Co
Maryland
$45.4M -$18.3M 1 0.66% Reduced
199
STRS Ohio
STRS Ohio
Ohio
$45.2M -$17M 2 0.2% Reduced
200
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$44.7M +$2.31M 1 0.69% Increased