← 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	ClearBridge Investments New York	$7.88M	+$1.3M	2	0.01%	Increased
277	Jefferies Group New York	$7.88M	+$419K	1	0.05%	Increased
278	Jane Street New York	$7.85M	-$4.18M	2	0.05%	Reduced
279	Lord, Abbett & Co Jersey City, New Jersey	$7.77M	-$15.9M	1	0.02%	Reduced
280	Davis Selected Advisers Tucson, Arizona	$7.67M	+$2.7M	1	0.03%	Increased
281	EP Wealth Advisors Torrance, California	$7.63M	+$9.4M	1	1.45%	New
282	HGI Hansberger Growth Investors Madison, Wisconsin	$7.6M	+$4.39M	1	5.44%	Increased
283	Capital International Sarl Los Angeles, California	$7.57M	+$6.89M	1	0.68%	Increased
284	BC Beaconlight Capital New York	$7.53M	+$9.03M	1	4.56%	New
285	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$7.43M	+$9.17M	1	3.75%	New
286	IG Ithaka Group Arlington, Virginia	$7.37M	+$978K	1	1.13%	Increased
287	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.35M	-$19.6M	1	0.22%	Reduced
288	IMS Index Management Solutions Philadelphia, Pennsylvania	$7.26M	+$2.45M	1	7.21%	Increased
289	PCM Portolan Capital Management Boston, Massachusetts	$7.05M	+$8.45M	1	0.93%	New
290	Capital Fund Management (CFM) Paris, France	$6.99M	-$18M	1	0.08%	Reduced
291	FTB First Trust Bank Nassau, Bahamas	$6.93M	-$732K	1	20.78%	Reduced
292	LA LBN Advisers Central, Hong Kong	$6.88M	$0	1	7.83%	Maintained
293	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$6.78M	+$4.89M	1	0.38%	Increased
294	DekaBank Deutsche Girozentrale Frankfurt, Germany	$6.78M	-$136K	2	0.08%	Reduced
295	CPIM Columbia Partners Investment Management Alexandria, Virginia	$6.68M	-$5.82M	2	0.47%	Reduced
296	Balyasny Asset Management Chicago, Illinois	$6.64M	-$17.1M	2	0.05%	Reduced
297	Simplex Trading Chicago, Illinois	$6.64M	-$10.1M	1	0.49%	Reduced
298	GA Geneva Advisors Chicago, Illinois	$6.62M	-$4.13M	2	0.13%	Reduced
299	DnB Asset Management Oslo, Norway	$6.57M	+$539K	2	0.16%	Increased
300	TI TT International London, United Kingdom	$6.42M	+$5.75M	1	3.28%	Increased