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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
351
NPIT
National Penn Investors Trust
Pennsylvania
$17.6M +$853K 1 1.86% Increased
352
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$17.4M -$5.9M 1 0.52% Reduced
353
FCM
Firsthand Capital Management
California
$17.4M -$1.82M 2 11% Reduced
354
FLII
First Long Island Investors
New York
$17.4M +$653K 1 3.41% Increased
355
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17.3M -$2.42M 1 2.66% Reduced
356
CCM
Compass Capital Management
Minnesota
$17.1M +$1.55M 1 3.57% Increased
357
ORI
Oak Ridge Investments
Illinois
$17.1M -$209K 1 0.38% Reduced
358
Chilton Capital Management
Chilton Capital Management
Texas
$16.9M -$1.47M 1 1.7% Reduced
359
AWCI
Alpine Woods Capital Investors
New York
$16.9M -$2.41M 1 0.86% Reduced
360
Boston Partners
Boston Partners
Massachusetts
$16.9M -$265M 1 0.03% Reduced
361
Fiduciary Trust
Fiduciary Trust
Massachusetts
$16.7M -$1.05M 1 0.69% Reduced
362
NAM
North American Management
Massachusetts
$16.6M +$1.53M 1 2.74% Increased
363
CCM
Cadence Capital Management
Massachusetts
$16.6M -$413K 2 1.02% Reduced
364
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$16.2M +$4.39M 1 0.28% Increased
365
RHJA
Rice Hall James & Associates
California
$16.1M -$10.6M 2 0.93% Reduced
366
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.1M +$1.57M 2 0.35% Increased
367
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$16.1M -$8.35M 1 1.65% Reduced
368
GHA
GW Henssler & Associates
Georgia
$15.9M +$145K 1 1.85% Increased
369
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.9M -$1.96M 1 0.3% Reduced
370
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$15.9M +$3.95M 1 1.84% Increased
371
LIA
LS Investment Advisors
Michigan
$15.9M -$598K 1 1.21% Reduced
372
CAM
Capstone Asset Management
Texas
$15.8M +$120K 1 0.45% Increased
373
MAI Capital Management
MAI Capital Management
Ohio
$15.7M -$192K 1 1.05% Reduced
374
MIS
Morningstar Investment Services
Illinois
$15.6M +$53.8K 1 0.68% Increased
375
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.4M -$1.17M 1 1.02% Reduced