← 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	Fort Washington Investment Advisors Cincinnati, Ohio	$78.5M	+$32.2M	2	0.96%	Increased
227	CC Cederberg Capital London, United Kingdom	$78.4M	+$84.6M	1	34.46%	New
228	First Trust Advisors Wheaton, Illinois	$78.4M	-$21.1M	2	0.19%	Reduced
229	Raymond James Financial Services Advisors St. Petersburg, Florida	$78.2M	+$7.46M	2	0.41%	Increased
230	CI Investments Inc Toronto, Ontario, Canada	$78.1M	-$52.9M	2	0.5%	Reduced
231	GTP Global Thematic Partners New York	$77.5M	+$83.6M	1	4.21%	New
232	MBA Maple-Brown Abbott Barangaroo, Australia	$77.4M	+$10.7M	1	6.94%	Increased
233	EARNEST Partners Atlanta, Georgia	$76.8M	+$2.79M	2	0.84%	Increased
234	KBC Group Brussels, Belgium	$76.5M	+$8.89M	2	0.85%	Increased
235	SCGE Management Menlo Park, California	$75.4M	-$51.8M	1	6.67%	Reduced
236	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$74.6M	+$29.1M	1	58.67%	Increased
237	Employees Retirement System of Texas Austin, Texas	$74.2M	+$4.31M	2	1.18%	Increased
238	Aviva London, United Kingdom	$73.7M	+$7.59M	2	0.55%	Increased
239	CAM ClariVest Asset Management San Diego, California	$73.1M	-$15.6M	2	1.58%	Reduced
240	ICP Indus Capital Partners New York	$73.1M	-$19.6M	2	13.22%	Reduced
241	SCM Steadfast Capital Management New York	$69.4M	+$13.3M	1	1.23%	Increased
242	Wolverine Trading Chicago, Illinois	$69.1M	-$3.74M	2	0.2%	Reduced
243	Flossbach Von Storch Cologne, Germany	$68.5M	+$28.6M	2	0.65%	Increased
244	Pzena Investment Management New York	$68.1M	+$7.17M	1	0.4%	Increased
245	NONA Ninety One North America New York	$65.5M	-$5.58M	2	6.98%	Reduced
246	Holocene Advisors New York	$65.2M	+$76.6M	1	1.05%	New
247	Panagora Asset Management Boston, Massachusetts	$65M	-$22.2M	2	0.3%	Reduced
248	RA Rovida Advisors Fort Lauderdale, Florida	$64.6M	$0	1	5.35%	Maintained
249	FTIM Flowering Tree Investment Management Singapore	$63.6M	+$51.1M	2	42.18%	Increased
250	TSAM Trinity Street Asset Management London, United Kingdom	$62.2M	+$7.29M	1	14.97%	Increased