← 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	Ladenburg Thalmann Financial Services Miami, Florida	$979K	-$1.07M	1	0.03%	Reduced
277	Loomis, Sayles & Company Boston, Massachusetts	$939K	+$780K	1	0%	New
278	Mitsubishi UFJ Asset Management Tokyo, Japan	$931K	+$161K	1	0.02%	Increased
279	Nomura Asset Management Tokyo, Japan	$928K	+$771K	1	0.02%	New
280	CI Constellation Investments Montgomery, Ohio	$923K	+$48.4K	1	0.28%	Increased
281	Shelton Capital Management Denver, Colorado	$919K	+$44.4K	1	0.15%	Increased
282	Beck Mack & Oliver New York	$918K	-$93.2K	1	0.02%	Reduced
283	Rafferty Asset Management New York	$882K	-$316K	1	0.17%	Reduced
284	IA Icon Advisers Greenwood Village, Colorado	$874K	$0	1	0.07%	Maintained
285	Cambridge Investment Research Advisors Fairfield, Iowa	$836K	-$521K	1	0.04%	Reduced
286	BFG Beacon Financial Group Dallas, Texas	$835K	+$700K	1	0.18%	New
287	LCP Legacy Capital Partners Milwaukee, Wisconsin	$800K	-$35.5K	1	0.6%	Reduced
288	Tower Research Capital (TRC) New York	$789K	+$343K	1	0.09%	Increased
289	VFS VSR Financial Services Overland Park, Kansas	$782K	+$67.7K	1	0.14%	Increased
290	Saturna Capital Bellingham, Washington	$776K	$0	1	0.02%	Maintained
291	HCM Harvey Capital Management Palm Beach, Florida	$775K	$0	1	0.39%	Maintained
292	RGI River Global Investors London, United Kingdom	$775K	+$645K	1	0.17%	New
293	MSI Financial Services Springfield, Massachusetts	$774K	-$297K	1	0.14%	Reduced
294	Janney Montgomery Scott Philadelphia, Pennsylvania	$766K	+$327K	1	0.02%	Increased
295	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$736K	+$177K	1	0.37%	Increased
296	NPC National Planning Corporation El Segundo, California	$730K	+$209K	1	0.07%	Increased
297	TWI Thomas White International Chicago, Illinois	$725K	+$602K	1	0.11%	New
298	ICOA Investment Centers of America Bismarck, North Dakota	$724K	-$307K	1	0.15%	Reduced
299	ACP Ashfield Capital Partners San Francisco, California	$684K	$0	1	0.04%	Maintained
300	WIS Wright Investors Service Shelton, Connecticut	$678K	+$564K	1	0.31%	New