← 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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$35.5M -$317K 2 0.49% Reduced
202
ProShare Advisors
ProShare Advisors
Maryland
$35.4M -$4.01M 1 0.49% Reduced
203
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$35.1M -$3.41M 1 0.41% Reduced
204
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$34.8M +$1.98M 1 0.76% Increased
205
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$33.8M -$9.26K 1 0.39% Reduced
206
SAM
Shell Asset Management
Netherlands
$32.8M +$8.81M 2 0.78% Increased
207
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$32.2M -$12.3M 1 0.03% Reduced
208
SoftBank Group
SoftBank Group
Japan
$31.6M $0 1 0.27% Maintained
209
Highbridge Capital Management
Highbridge Capital Management
New York
$31.1M -$11.6M 1 0.52% Reduced
210
Country Trust Bank
Country Trust Bank
Illinois
$31M +$470K 1 1.66% Increased
211
Marshall Wace
Marshall Wace
United Kingdom
$31M +$11.6M 1 0.3% Increased
212
Fidelity International
Fidelity International
Bermuda
$31M -$14.6M 1 0.1% Reduced
213
Citadel Advisors
Citadel Advisors
Florida
$31M -$67M 2 0.04% Reduced
214
Arizona State Retirement System
Arizona State Retirement System
Arizona
$30.5M -$400K 1 0.4% Reduced
215
PDM
Penn Davis McFarland
Texas
$30.2M -$2.96M 1 7.91% Reduced
216
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$29.9M +$5.56M 1 0.51% Increased
217
Nomura Asset Management
Nomura Asset Management
Japan
$29.4M -$1.77M 1 0.56% Reduced
218
Becker Capital Management
Becker Capital Management
Oregon
$29M +$1.01M 1 1.25% Increased
219
Lazard Asset Management
Lazard Asset Management
New York
$29M -$81.2M 1 0.06% Reduced
220
ACM
Atlanta Capital Management
Georgia
$28.9M -$4.45M 1 0.21% Reduced
221
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$28.7M +$4.75M 1 0.32% Increased
222
Check Capital Management
Check Capital Management
California
$28.6M -$421K 1 2.44% Reduced
223
Aperio Group
Aperio Group
California
$28.2M +$5.24M 1 0.24% Increased
224
EC
Eminence Capital
New York
$28.2M +$8.72M 1 0.5% Increased
225
Bartlett & Co
Bartlett & Co
Ohio
$28M -$46.1K 1 1.4% Reduced