← 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	GI Glovista Investments Jersey City, New Jersey	$19.4M	-$1.97M	1	2.48%	Reduced
277	JCP Jabre Capital Partners Geneva, Switzerland	$19.2M	-$41.4M	2	1.97%	Reduced
278	Natixis Advisors Boston, Massachusetts	$19M	+$4.02M	2	0.36%	Increased
279	VanEck Associates New York	$18.9M	+$6.75M	2	0.12%	Increased
280	DnB Asset Management Oslo, Norway	$18.8M	-$1.68M	2	0.43%	Reduced
281	PEAK6 Group Chicago, Illinois	$18.5M	-$33.3M	2	0.14%	Reduced
282	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.4M	+$1.02M	2	0.03%	Increased
283	CPIM Columbia Partners Investment Management Alexandria, Virginia	$18.3M	-$343K	2	0.95%	Reduced
284	Massachusetts Financial Services Boston, Massachusetts	$18.2M	+$10.6M	1	0.01%	Increased
285	Commonwealth Equity Services Waltham, Massachusetts	$17.7M	+$6.72M	2	0.2%	Increased
286	SCA Signpost Capital Advisors New York	$17.7M	$0	1	6.53%	Maintained
287	AAP Ardsley Advisory Partners Stamford, Connecticut	$17.7M	-$1.4M	1	2.8%	Reduced
288	CCAM Coupland Cardiff Asset Management London, United Kingdom	$17.5M	-$8.26M	2	24.43%	Reduced
289	ARTA A.R.T. Advisors New York	$17.3M	+$17.1M	1	0.65%	New
290	DekaBank Deutsche Girozentrale Frankfurt, Germany	$17.3M	+$2.63M	2	0.22%	Increased
291	Capital International Inc Los Angeles, California	$17.1M	-$2.12M	1	1.17%	Reduced
292	GHA GW Henssler & Associates Kennesaw, Georgia	$17M	-$157K	1	1.91%	Reduced
293	TWI Thomas White International Chicago, Illinois	$16.8M	+$7.47M	1	2.31%	Increased
294	Geode Capital Management Boston, Massachusetts	$16.8M	+$3.46M	1	0.01%	Increased
295	BG Bollard Group Boston, Massachusetts	$16.8M	+$16.6M	1	1.48%	New
296	PFU Parus Finance (UK) London, United Kingdom	$16.6M	+$4.04M	1	3.37%	Increased
297	Simplex Trading Chicago, Illinois	$16.5M	+$16.6M	2	2%	New
298	DP DSAM Partners London, United Kingdom	$16.3M	-$4.1M	1	4.3%	Reduced
299	SR Sloane Robinson London, United Kingdom	$16.3M	+$16.4M	1	28.33%	New
300	ACI AMP Capital Investors Sydney, Australia	$16.1M	-$719K	2	0.1%	Reduced