← 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	CCAM Coupland Cardiff Asset Management London, United Kingdom	$15.2M	-$1.94M	1	37.91%	Reduced
277	Luther King Capital Management (LKCM) Fort Worth, Texas	$15.1M	-$131K	2	0.13%	Reduced
278	ProShare Advisors Bethesda, Maryland	$15.1M	-$4.64M	1	0.21%	Reduced
279	Commonwealth Equity Services Waltham, Massachusetts	$15M	+$679K	2	0.15%	Increased
280	Kayne Anderson Rudnick Investment Management Los Angeles, California	$14.8M	-$247K	1	0.23%	Reduced
281	Washington Trust Westerly, Rhode Island	$14.8M	+$15.5M	1	0.98%	New
282	Zurich Cantonal Bank Zurich, Switzerland	$14.8M	+$35.8K	2	0.2%	Increased
283	YCMGA York Capital Management Global Advisors New York	$14.7M	+$694K	1	0.12%	Increased
284	PFU Parus Finance (UK) London, United Kingdom	$14.3M	-$430K	1	3.29%	Reduced
285	GA Geneva Advisors Chicago, Illinois	$14.2M	+$3.16M	2	0.25%	Increased
286	SCP Sandhill Capital Partners Buffalo, New York	$14.2M	+$623K	1	4.35%	Increased
287	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$13.8M	+$2.63M	2	0.48%	Increased
288	SCM SeaStone Capital Management New York	$13.8M	+$2.69M	1	3.89%	Increased
289	Amundi Asset Management US Boston, Massachusetts	$13.7M	+$14.3M	1	0.05%	New
290	Envestnet Asset Management Chicago, Illinois	$13.6M	+$5.53M	2	0.06%	Increased
291	IC Inverness Counsel New York	$13.5M	+$1.97M	1	0.98%	Increased
292	Soros Fund Management New York	$13.4M	-$442M	2	0.12%	Reduced
293	Global X Management Company New York	$13.4M	+$5.14M	2	0.74%	Increased
294	Williams Jones & Associates New York	$13.2M	-$3.16M	1	0.51%	Reduced
295	Jupiter Asset Management London, United Kingdom	$13.1M	+$13.5M	1	0.46%	New
296	SCM Sirios Capital Management Boston, Massachusetts	$13.1M	+$13.4M	1	0.43%	New
297	EULAV Asset Management Sarasota, Florida	$13M	+$106K	2	0.68%	Increased
298	VFA Virtus Fund Advisers Hartford, Connecticut	$13M	+$234K	1	0.1%	Increased
299	Candriam SCA Strassen, Luxembourg, Luxembourg	$13M	+$6.11M	2	0.27%	Increased
300	Edmond de Rothschild Holding Chambesy, Switzerland	$12.4M	+$12.9M	2	0.27%	New