← 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
326	CI Constellation Investments Montgomery, Ohio	$1.24M	-$28.6K	1	0.29%	Reduced
327	TBA Train Babcock Advisors New York	$1.2M	-$54K	1	0.39%	Reduced
328	TM Tiger Management New York	$1.14M	+$998K	1	0.42%	New
329	RCM Reynolds Capital Management Las Vegas, Nevada	$1.13M	-$32.7K	1	0.76%	Reduced
330	V1I Victoria 1522 Investments San Francisco, California	$1.13M	+$990K	1	1.96%	New
331	JGC J. Goldman & Co New York	$1.12M	+$982K	1	0.08%	New
332	NCM Noesis Capital Mangement Boca Raton, Florida	$1.12M	+$4.58K	1	0.5%	Increased
333	ACP Aviance Capital Partners Naples, Florida	$1.11M	-$3.6K	1	0.43%	Reduced
334	Ladenburg Thalmann Financial Services Miami, Florida	$1.08M	-$253K	1	0.03%	Reduced
335	RGC Roberts, Glore & Co Deerfield, Illinois	$1.08M	-$12.3K	1	0.73%	Reduced
336	WIS Wright Investors Service Shelton, Connecticut	$1.07M	-$16.4K	1	0.48%	Reduced
337	Oppenheimer & Co New York	$1.06M	+$358K	1	0.03%	Increased
338	Stifel Financial St. Louis, Missouri	$1.05M	-$34K	1	0.01%	Reduced
339	Glenmede Trust Philadelphia, Pennsylvania	$1.01M	-$281K	1	0.01%	Reduced
340	Beck Mack & Oliver New York	$1.01M	-$35.5K	1	0.02%	Reduced
341	Fifth Third Bancorp Cincinnati, Ohio	$1M	+$116K	1	0.01%	Increased
342	BFG Beacon Financial Group Dallas, Texas	$988K	-$4.58K	1	0.22%	Reduced
343	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$977K	$0	1	0.45%	Maintained
344	Advisors Asset Management Monument, Colorado	$976K	+$156K	1	0.01%	Increased
345	CIBC World Market Toronto, Ontario, Canada	$965K	+$384K	1	0%	Increased
346	ICOA Investment Centers of America Bismarck, North Dakota	$965K	+$71.2K	1	0.22%	Increased
347	AGA Altrinsic Global Advisors Stamford, Connecticut	$948K	-$291K	1	0.02%	Reduced
348	Harvard Management Company Boston, Massachusetts	$934K	+$818K	1	0.1%	New
349	HCM Harvey Capital Management Palm Beach, Florida	$934K	$0	1	0.33%	Maintained
350	Ameritas Investment Partners Lincoln, Nebraska	$919K	-$68.4K	1	0.07%	Reduced