← 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
William Blair & Company
William Blair & Company
Illinois
$21.8M -$1.91M 2 0.19% Reduced
302
BCAM
Boston Common Asset Management
Massachusetts
$21.1M +$1.48M 1 3.09% Increased
303
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$21M +$3.2M 2 2.92% Increased
304
Numeric Investors
Numeric Investors
Massachusetts
$21M -$809K 1 0.19% Reduced
305
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$20.5M +$10.8M 1 6.11% Increased
306
MC
Maplelane Capital
New York
$20.4M +$9.69M 1 0.85% Increased
307
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$20M -$378K 1 0.13% Reduced
308
PFU
Parus Finance (UK)
United Kingdom
$19.8M +$6.16M 1 3.48% Increased
309
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$19.7M -$1.96M 2 0.21% Reduced
310
ARGA Investment Management
ARGA Investment Management
Connecticut
$19.4M +$9.77M 2 4.34% Increased
311
Baird Financial Group
Baird Financial Group
Wisconsin
$19.3M -$5.02M 2 0.17% Reduced
312
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.2M -$150K 2 0.47% Reduced
313
OCAM
Owl Creek Asset Management
New York
$19.2M -$9.85M 1 1.25% Reduced
314
HighTower Advisors
HighTower Advisors
Illinois
$19.2M -$2.47M 2 0.21% Reduced
315
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.1M +$9.14M 2 0.19% Increased
316
US Bancorp
US Bancorp
Minnesota
$18.9M +$190K 2 0.07% Increased
317
Aperio Group
Aperio Group
California
$18.8M -$7.16M 2 0.14% Reduced
318
VOYA Investment Management
VOYA Investment Management
Georgia
$18.7M -$2.13M 2 0.04% Reduced
319
Victory Capital Management
Victory Capital Management
Texas
$18.7M +$1.16M 2 0.05% Increased
320
Alpha Wave Global
Alpha Wave Global
New York
$18.6M -$11.4M 1 1.97% Reduced
321
CIM
Contrarius Investment Management
Jersey
$17.7M +$7.89M 1 1.33% Increased
322
ASI
All-Stars Investment
Hong Kong
$17.7M +$8.41M 2 15.35% Increased
323
NSLI
Nan Shan Life Insurance
Taiwan
$17.6M +$19.3M 1 0.67% New
324
Citadel Advisors
Citadel Advisors
Florida
$17.4M -$168M 2 0.02% Reduced
325
Calamos Advisors
Calamos Advisors
Illinois
$17M -$9.16M 2 0.14% Reduced