← 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
276	Ninety One (UK) London, United Kingdom	$9.13M	-$1.88M	1	0.02%	Reduced
277	AGC Alden Global Capital Brandon, Florida	$9.13M	+$6M	1	3.35%	Increased
278	VanEck Associates New York	$9.09M	-$737K	1	0.01%	Reduced
279	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.07M	+$2.22M	3	0.01%	Increased
280	HM HCEP Management Hong Kong	$9.02M	-$13.9M	1	14.7%	Reduced
281	JWM Jessup Wealth Management Dayton, Ohio	$8.97M	+$3.81M	1	2.68%	Increased
282	CMT Capital Markets Trading Frankfurt, Germany	$8.88M	-$3.55M	2	0.08%	Reduced
283	HP Holowesko Partners Nassau, Bahamas	$8.74M	$0	1	2.21%	Maintained
284	Lido Advisors Los Angeles, California	$8.57M	+$1.7M	1	0.02%	Increased
285	Y-Intercept (HK) Hong Kong	$8.43M	+$9.09M	2	0.17%	Increased
286	Fideuram Asset Management (Ireland) Dublin 1,	$8.4M	+$8.65M	4	0.16%	New
287	HP Highlander Partners Dallas, Texas	$8.37M	$0	1	2.81%	Maintained
288	DA DCF Advisers Greenwich, Connecticut	$8.36M	+$1.44K	2	1.48%	Increased
289	RAM Ramirez Asset Management New York	$8.35M	+$10M	2	0.87%	Increased
290	GHC Great Hill Capital New York	$8.33M	+$5.35M	2	0.19%	Increased
291	KSCM Kamunting Street Capital Management Miami Beach, Florida	$8.16M	+$1.88M	1	4.57%	Increased
292	GF Fund Management Guangzhou, China	$8.11M	+$8.79M	1	0.1%	Increased
293	TF Trek Financial Scottsdale, Arizona	$8.03M	+$10.5M	1	0.4%	New
294	Harvest Fund Management Beijing, China	$7.89M	-$7.52K	1	0.26%	Reduced
295	Vise Technologies New York	$7.73M	+$63.5K	2	0.09%	Increased
296	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$7.68M	$0	1	0.52%	Maintained
297	RAM RWC Asset Management London, United Kingdom	$7.56M	-$283K	1	0.29%	Reduced
298	FAM Formidable Asset Management Cincinnati, Ohio	$7.5M	+$38.5K	1	1.19%	Increased
299	YC Yarbrough Capital Franklin, Tennessee	$7.43M	-$6.22M	2	0.22%	Reduced
300	TCM Tekne Capital Management New York	$7.43M	+$8.05M	1	2.43%	New