← 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
Robeco Schweiz
Robeco Schweiz
Switzerland
$50.4M +$15.1M 1 0.77% Increased
202
DZ Bank
DZ Bank
Germany
$50M -$512M 1 0.09% Reduced
203
Osaic Holdings
Osaic Holdings
Arizona
$49.8M -$5.68M 2 0.12% Reduced
204
Conning Inc
Conning Inc
Connecticut
$48.1M +$5.25M 1 1.45% Increased
205
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$47.9M +$11.7M 1 0.61% Increased
206
DP
Dearborn Partners
Illinois
$47.6M -$12.6M 1 2.03% Reduced
207
Macquarie Group
Macquarie Group
Australia
$47.2M +$8.26M 2 0.07% Increased
208
KSCM
King Street Capital Management
New York
$46.4M +$50.5M 1 3.47% New
209
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$46.3M -$13.8M 2 1.03% Reduced
210
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$46.1M -$47.4M 1 0.19% Reduced
211
Tocqueville Asset Management
Tocqueville Asset Management
New York
$45.9M -$194K 1 0.71% Reduced
212
Vaughan David Investments
Vaughan David Investments
Illinois
$45.8M -$1.49M 1 1.45% Reduced
213
CCM
Compass Capital Management
Minnesota
$45.8M +$3.77M 1 3.88% Increased
214
SIG
Senator Investment Group
New York
$45.7M $0 1 0.94% Maintained
215
Nordea Investment Management
Nordea Investment Management
Sweden
$45.6M -$5.7M 2 0.07% Reduced
216
Squarepoint
Squarepoint
New York
$45.2M +$32.8M 2 0.27% Increased
217
Fisher Asset Management
Fisher Asset Management
Washington
$45.1M +$303K 1 0.03% Increased
218
Vident Investment Advisory
Vident Investment Advisory
Georgia
$44.8M +$7.12M 2 1.51% Increased
219
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$44.2M +$188K 1 0.4% Increased
220
Nomura Asset Management
Nomura Asset Management
Japan
$43.9M -$13.4M 1 0.28% Reduced
221
Shelton Capital Management
Shelton Capital Management
Colorado
$43.8M +$30.7M 1 1.52% Increased
222
MC
Montag & Caldwell
Georgia
$43.7M -$30.8M 1 4% Reduced
223
APG Asset Management
APG Asset Management
Netherlands
$43.7M -$77.8M 1 0.07% Reduced
224
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$43.6M -$577K 2 0.56% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$43.3M -$974K 2 0.38% Reduced