← 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
201
PAM
Private Asset Management
California
$40.1M -$263K 1 7.5% Reduced
202
Tocqueville Asset Management
Tocqueville Asset Management
New York
$40.1M -$6.21M 2 0.54% Reduced
203
MVP
Miller Value Partners
Florida
$38.6M -$8.08M 1 1.11% Reduced
204
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$38.4M -$10.4M 1 0.95% Reduced
205
ACI
AMP Capital Investors
Australia
$38M -$5.67M 2 0.28% Reduced
206
Korea Investment Corp
Korea Investment Corp
South Korea
$38M +$4.26M 1 0.3% Increased
207
ING Group
ING Group
Netherlands
$37.3M +$35M 1 0.26% Increased
208
Regions Financial Corp
Regions Financial Corp
Alabama
$37.2M +$1.11M 1 0.53% Increased
209
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$37.2M $0 1 0.51% Maintained
210
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37M +$764K 1 0.23% Increased
211
William Blair & Company
William Blair & Company
Illinois
$36.5M -$23.1M 1 0.32% Reduced
212
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$36.4M -$10.2M 1 1.2% Reduced
213
SAM
Shell Asset Management
Netherlands
$35.8M +$1.11M 1 0.57% Increased
214
Great Lakes Advisors
Great Lakes Advisors
Illinois
$34.9M +$4.3M 1 1.08% Increased
215
PDM
Penn Davis McFarland
Texas
$34.9M -$313K 1 9.19% Reduced
216
Candriam SCA
Candriam SCA
Luxembourg
$34.5M -$20.2M 1 0.85% Reduced
217
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$34.4M +$3.09M 1 0.79% Increased
218
Coatue Management
Coatue Management
New York
$34.3M -$38.8M 1 0.39% Reduced
219
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$34.2M -$5.11M 2 0.3% Reduced
220
AIM
Allen Investment Management
New York
$33.9M -$597K 1 3.25% Reduced
221
SoftBank Group
SoftBank Group
Japan
$33.2M $0 1 0.26% Maintained
222
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$33M -$527K 1 0.4% Reduced
223
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$32.4M -$314K 2 0.5% Reduced
224
DnB Asset Management
DnB Asset Management
Norway
$32.3M -$28.2M 1 0.81% Reduced
225
Country Trust Bank
Country Trust Bank
Illinois
$32.1M +$5.1M 1 1.76% Increased