← 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
251	Commonwealth Equity Services Waltham, Massachusetts	$10.7M	+$21.8K	2	0.11%	Increased
252	Zurich Cantonal Bank Zurich, Switzerland	$10.4M	+$134K	2	0.15%	Increased
253	SCP Sandhill Capital Partners Buffalo, New York	$10.2M	+$494K	1	3.41%	Increased
254	Envestnet Asset Management Chicago, Illinois	$10.2M	+$849K	2	0.05%	Increased
255	VanEck Associates New York	$10.1M	+$5.41M	1	0.08%	Increased
256	RAA RWC Asset Advisors Miami, Florida	$9.78M	+$1.74M	2	13.32%	Increased
257	MFWM Motley Fool Wealth Management Alexandria, Virginia	$9.76M	+$2.68M	1	1.27%	Increased
258	EULAV Asset Management Sarasota, Florida	$9.74M	+$727K	2	0.55%	Increased
259	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.73M	-$32.9M	2	0.33%	Reduced
260	CCAM Coupland Cardiff Asset Management London, United Kingdom	$9.66M	-$961K	1	31.26%	Reduced
261	Kayne Anderson Rudnick Investment Management Los Angeles, California	$9.52M	-$3.11M	1	0.16%	Reduced
262	BAPIM British Airways Pensions Investment Management London, United Kingdom	$9.38M	+$1.58M	2	0.32%	Increased
263	CAM Capstone Asset Management Houston, Texas	$9.33M	+$3.87M	2	0.29%	Increased
264	Prudential plc London, England, United Kingdom	$8.94M	+$9.36M	2	0.04%	Increased
265	TI Think Investments San Francisco, California	$8.92M	-$21.6M	1	2.61%	Reduced
266	GH GAM Holding Zurich, Switzerland	$8.9M	-$38.4M	2	0.15%	Reduced
267	Tudor Investment Corp Stamford, Connecticut	$8.79M	+$10.3M	2	0.3%	Increased
268	MTM Millennium TVP Management New York	$8.74M	$0	1	8.02%	Maintained
269	CCM Crestwood Capital Management New York	$8.57M	-$5.14M	1	1.5%	Reduced
270	Veritable Wilmington, Delaware	$8.41M	-$309K	1	0.25%	Reduced
271	KCP Kenmare Capital Partners New York	$8.27M	+$9.92M	1	5.34%	New
272	GGHC Gilder Gagnon Howe & Co New York	$8.17M	-$8.14M	1	0.13%	Reduced
273	ACM Azentus Capital Management Hong Kong	$8.09M	+$9.97M	1	15.77%	New
274	SCM Suffolk Capital Management New York	$8.04M	+$9.91M	1	1.07%	New
275	MFAM Motley Fool Asset Management Alexandria, Virginia	$7.98M	$0	1	1.56%	Maintained