← All themes Artificial Intelligence

Chinese AI

Chinese AI covers the model developers, chip designers, and platforms building an artificial intelligence stack largely independent of Western suppliers. Export controls have made domestic substitution a central part of the investment case.

14 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Cetera Advisor Networks El Segundo, California	$928K	+$902K	1	0.09%	New
227	Capstone Investment Advisors New York	$924K	+$901K	1	0.01%	New
228	Cambridge Investment Research Advisors Fairfield, Iowa	$892K	+$868K	1	0.05%	New
229	First Allied Advisory Services San Diego, California	$869K	+$848K	1	0.07%	New
230	Truist Financial Charlotte, North Carolina	$862K	+$840K	1	0.03%	New
231	CR Cooperatieve Rabobank Utrecht, Netherlands	$853K	+$831K	1	0.32%	New
232	Freestone Capital Holdings Seattle, Washington	$841K	+$819K	1	0.17%	New
233	Glenmede Trust Philadelphia, Pennsylvania	$828K	+$808K	1	0.01%	New
234	CCM Cazenove Capital Management London, United Kingdom	$779K	+$758K	1	0.62%	New
235	Rafferty Asset Management New York	$769K	+$750K	1	0.11%	New
236	TH Timber Hill Greenwich, Connecticut	$769K	+$749K	1	0%	New
237	GGHC Gilder Gagnon Howe & Co New York	$755K	+$736K	1	0.01%	New
238	D.A. Davidson & Co Great Falls, Montana	$737K	+$719K	1	0.04%	New
239	PCM Portolan Capital Management Boston, Massachusetts	$730K	+$711K	1	0.21%	New
240	Diversified Trust Memphis, Tennessee	$728K	+$708K	1	0.09%	New
241	RHBC R.H. Bluestein & Co Birmingham, Michigan	$691K	+$673K	1	0.06%	New
242	MSI Financial Services Springfield, Massachusetts	$690K	+$672K	1	0.14%	New
243	NCM Noesis Capital Mangement Boca Raton, Florida	$672K	+$655K	1	0.36%	New
244	ICOA Investment Centers of America Bismarck, North Dakota	$668K	+$655K	1	0.18%	New
245	Tokio Marine Asset Management Tokyo, Japan	$662K	+$645K	1	0.04%	New
246	FAM Forty4 Asset Management Chicago, Illinois	$653K	+$636K	1	0.23%	New
247	AGA Altrinsic Global Advisors Stamford, Connecticut	$648K	+$631K	1	0.01%	New
248	Beck Mack & Oliver New York	$628K	+$612K	1	0.02%	New
249	Aperio Group Sausalito, California	$596K	+$581K	1	0.01%	New
250	WCM Westend Capital Management Sausalito, California	$587K	+$571K	1	0.61%	New