← 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
Penserra Capital Management
Penserra Capital Management
California
$58.6M -$3.85M 2 1.39% Reduced
202
Osaic Holdings
Osaic Holdings
Arizona
$58.6M -$2.29M 3 0.11% Reduced
203
Nomura Asset Management
Nomura Asset Management
Japan
$58.5M -$383K 1 0.32% Reduced
204
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$57.7M +$5.63M 2 0.28% Increased
205
RAM
RWC Asset Management
United Kingdom
$57.5M +$11.6M 1 1.6% Increased
206
OA
Oak Associates
Ohio
$57.2M -$1.6M 2 3.49% Reduced
207
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$57.1M -$3.13M 1 0.22% Reduced
208
CA
Capitolis Advisors
New York
$56.6M +$17.1M 1 2.84% Increased
209
MetLife Investment Management
MetLife Investment Management
New Jersey
$56.6M +$19.3M 2 0.37% Increased
210
Calamos Advisors
Calamos Advisors
Illinois
$56.4M +$6.78M 1 0.21% Increased
211
Commerce Bank
Commerce Bank
Missouri
$56.4M -$1.18M 1 0.39% Reduced
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$55.6M +$9.81M 1 0.32% Increased
213
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$55.2M -$35.4M 2 0.39% Reduced
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55M +$43M 1 0.19% Increased
215
DP
Dearborn Partners
Illinois
$54.8M +$99.6K 1 2.08% Increased
216
CCM
Compass Capital Management
Minnesota
$54M +$1.09M 1 3.85% Increased
217
Marshall Wace
Marshall Wace
United Kingdom
$53.7M -$97.5M 3 0.1% Reduced
218
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$53.5M -$4.68M 1 0.53% Reduced
219
AAM
Ardevora Asset Management
United Kingdom
$53.1M +$58.3M 1 0.69% New
220
TCM
Tybourne Capital Management
Hong Kong
$53M -$2.78M 1 3.14% Reduced
221
CF
Cypress Funds
California
$52.8M -$9.23M 1 5.85% Reduced
222
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$52.6M +$13.4M 2 0.07% Increased
223
Vaughan David Investments
Vaughan David Investments
Illinois
$51.6M -$377K 1 1.52% Reduced
224
Federated Hermes
Federated Hermes
Pennsylvania
$50M -$7.07M 2 0.11% Reduced
225
Vident Investment Advisory
Vident Investment Advisory
Georgia
$48.5M +$13.8M 2 1.26% Increased