← 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
301
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.1M +$13.4M 2 0.14% New
302
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15M $0 2 0.25% Maintained
303
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$14.9M +$613K 1 0.57% Increased
304
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.9M +$2.87M 2 0.12% Increased
305
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$14.8M +$13.2M 2 0.91% New
306
Capital International Sarl
Capital International Sarl
California
$14.1M +$1.61M 1 1.2% Increased
307
ClearBridge Investments
ClearBridge Investments
New York
$14.1M +$636K 2 0.02% Increased
308
MFWM
Motley Fool Wealth Management
Virginia
$14M -$3.57K 1 1.65% Reduced
309
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.9M +$4.3M 2 0.13% Increased
310
Marshall Wace
Marshall Wace
United Kingdom
$13.7M +$9.19M 2 0.13% Increased
311
NI
Nepsis Inc
Minnesota
$13.7M -$913K 2 7.37% Reduced
312
VanEck Associates
VanEck Associates
New York
$13.7M $0 1 0.09% Maintained
313
CIM
Contrarius Investment Management
Jersey
$13.7M +$14.3K 1 1.21% Increased
314
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.6M -$1.26M 2 0.12% Reduced
315
Two Sigma Investments
Two Sigma Investments
New York
$13.5M -$40.7M 1 0.06% Reduced
316
SPM
Symmetry Peak Management
Pennsylvania
$13.4M +$6.26M 2 2.17% Increased
317
Advisors Asset Management
Advisors Asset Management
Colorado
$13.4M +$1.78M 2 0.22% Increased
318
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$13.4M -$14.5M 1 3.5% Reduced
319
SG Americas Securities
SG Americas Securities
New York
$13M -$34.6M 2 0.09% Reduced
320
SM
Sunriver Management
Connecticut
$12.7M +$7.24M 1 4.67% Increased
321
PHS
PFM Health Sciences
California
$12.7M -$62.8M 1 0.39% Reduced
322
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$12.5M -$7.01M 2 0.52% Reduced
323
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$12.4M -$656K 2 0.15% Reduced
324
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$12.1M -$6.47M 1 0.37% Reduced
325
Stifel Financial
Stifel Financial
Missouri
$12.1M -$929K 2 0.06% Reduced