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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
526
MAM
Mastrapasqua Asset Management
Tennessee
$7.07M +$6.26M 1 1.71% Increased
527
JAM
JCIC Asset Management
Ontario, Canada
$7.03M +$7.66M 1 1.26% New
528
FCI
Financial Counselors Inc
Kansas
$7M +$1.12M 1 0.45% Increased
529
NCM
Novare Capital Management
North Carolina
$6.97M +$270K 1 1.72% Increased
530
Federated Hermes
Federated Hermes
Pennsylvania
$6.92M -$8.11M 2 0.02% Reduced
531
DL
Delta Lloyd
Netherlands
$6.91M +$2.61M 1 0.22% Increased
532
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.89M -$9.14K 1 1.19% Reduced
533
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$6.89M -$73.3K 1 0.56% Reduced
534
SM
Stratton Management
Pennsylvania
$6.85M -$1.01M 1 0.3% Reduced
535
Quantbot Technologies
Quantbot Technologies
New York
$6.85M +$6.16M 2 1.23% Increased
536
ST
Sentinel Trust
Texas
$6.81M +$162K 1 1.83% Increased
537
North Star Asset Management
North Star Asset Management
Wisconsin
$6.76M -$100K 1 0.77% Reduced
538
Addenda Capital
Addenda Capital
Quebec, Canada
$6.74M -$17.7K 1 0.57% Reduced
539
UMB Bank
UMB Bank
Missouri
$6.73M -$1.04M 1 0.31% Reduced
540
PAM
Palisade Asset Management
Minnesota
$6.73M +$106K 1 1.34% Increased
541
VFA
Virtus Fund Advisers
Connecticut
$6.72M -$10.4M 1 0.05% Reduced
542
RAM
RK Asset Management
Michigan
$6.71M +$7.31M 1 5.29% New
543
CBOA
Commonwealth Bank of Australia
Australia
$6.7M +$775K 1 0.09% Increased
544
CB
Chemical Bank
Michigan
$6.62M -$410K 1 0.88% Reduced
545
WFG
Windsor Financial Group
Minnesota
$6.61M +$1.97M 1 2.85% Increased
546
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$6.6M +$230K 1 1.13% Increased
547
SIC
SFE Investment Counsel
California
$6.59M +$373K 1 2.69% Increased
548
KFS
Kurt F. Somerville
$6.58M -$842K 1 1.52% Reduced
549
ING Group
ING Group
Netherlands
$6.57M -$135M 1 0.04% Reduced
550
Perkins Investment Management
Perkins Investment Management
Illinois
$6.55M +$718K 1 0.07% Increased