← 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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.4M +$8.74M 2 0.21% Increased
277
BCAM
Boston Common Asset Management
Massachusetts
$18.2M -$267K 1 1.05% Reduced
278
STRS Ohio
STRS Ohio
Ohio
$18.1M +$12.9M 2 0.08% Increased
279
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$17.8M -$1.97M 1 0.54% Reduced
280
Carrhae Capital
Carrhae Capital
United Kingdom
$17.4M +$17.1M 1 16.21% New
281
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$17.3M -$1.84M 2 0.56% Reduced
282
VOYA Investment Management
VOYA Investment Management
Georgia
$17.3M +$8.41M 2 0.04% Increased
283
Washington Trust
Washington Trust
Rhode Island
$16.2M -$439K 1 1.1% Reduced
284
WA
WFM Asia
British Virgin Islands
$15.9M -$15.1M 1 6.5% Reduced
285
RS Investment Management
RS Investment Management
California
$15.9M +$844K 2 0.16% Increased
286
MVP
Miller Value Partners
Florida
$15.8M -$22.9M 1 0.71% Reduced
287
Millennium Management
Millennium Management
New York
$15.6M -$144M 2 0.04% Reduced
288
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.6M +$164K 1 2.11% Increased
289
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$15.5M +$8.18M 2 0.41% Increased
290
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$15.3M +$4.54M 1 1.42% Increased
291
RCP
RIT Capital Partners
United Kingdom
$15.1M -$10.2M 1 12.92% Reduced
292
KCM
Keywise Capital Management
Cayman Islands
$14.6M -$853K 1 7.68% Reduced
293
AG
Ashmore Group
United Kingdom
$14.4M -$23.4M 2 10.84% Reduced
294
EAM
EastBay Asset Management
New York
$14.3M +$3.18M 1 3.54% Increased
295
SI
Sensato Investors
California
$14.1M +$13.8M 1 2.27% New
296
Advisors Asset Management
Advisors Asset Management
Colorado
$13.9M +$664K 2 0.23% Increased
297
AL
AJO LP
Pennsylvania
$13.8M +$2.86M 2 0.06% Increased
298
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$13.6M +$7.34M 2 2.26% Increased
299
ClearBridge Investments
ClearBridge Investments
New York
$13.4M -$736K 2 0.02% Reduced
300
ProShare Advisors
ProShare Advisors
Maryland
$13M -$386K 1 0.17% Reduced
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