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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
601
Bridges Investment Management
Bridges Investment Management
Nebraska
$8.27M -$93K 1 1.58% Reduced
602
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$8.25M -$146K 1 0.79% Reduced
603
SCA
Stillwater Capital Advisors
Pennsylvania
$8.16M +$202K 1 2.78% Increased
604
North Star Asset Management
North Star Asset Management
Wisconsin
$8.16M -$139K 1 0.95% Reduced
605
Palisade Capital Management
Palisade Capital Management
New Jersey
$8.15M +$180K 1 0.2% Increased
606
AAM
Aston Asset Management
Illinois
$8.12M +$370K 1 1.86% Increased
607
NCM
Nelson Capital Management
California
$8.12M +$455K 1 3.25% Increased
608
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$8.09M -$2.13M 1 1.57% Reduced
609
CCT
Chemung Canal Trust
New York
$8.09M -$36.6K 1 1.6% Reduced
610
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$8.05M +$38.6K 1 0.25% Increased
611
BIC
Bridges Investment Counsel
Nebraska
$8.02M -$506K 1 1.84% Reduced
612
SIM
Sentry Investment Management
Wisconsin
$8.02M +$192K 1 0.41% Increased
613
BSPF
British Steel Pension Fund
United Kingdom
$8.01M $0 1 0.75% Maintained
614
Perkins Investment Management
Perkins Investment Management
Illinois
$7.96M -$39.7K 1 0.06% Reduced
615
PAM
Palisade Asset Management
Minnesota
$7.94M +$454K 1 1.67% Increased
616
Meag Munich Ergo
Meag Munich Ergo
Germany
$7.94M +$28.6K 1 0.35% Increased
617
AIM
Arcadia Investment Management
Michigan
$7.93M +$342K 1 2.31% Increased
618
AF
Ally Financial
Michigan
$7.92M $0 1 0.93% Maintained
619
Dorsal Capital Management
Dorsal Capital Management
California
$7.92M -$26.6M 1 1.4% Reduced
620
Evergreen Capital Management
Evergreen Capital Management
Washington
$7.9M -$40K 1 1.55% Reduced
621
Tiger Global Management
Tiger Global Management
New York
$7.79M +$6.61M 1 0.1% New
622
TCM
Tufton Capital Management
Maryland
$7.79M -$252K 1 1.58% Reduced
623
ARTA
A.R.T. Advisors
New York
$7.79M +$7.32M 1 0.41% Increased
624
Royce & Associates
Royce & Associates
New York
$7.78M $0 1 0.02% Maintained
625
GIM
Groesbeck Investment Management
New Jersey
$7.74M -$106K 1 3.37% Reduced