← 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	JP Morgan Private Wealth Advisors San Francisco, California	$10.4M	-$2.63M	2	0.1%	Reduced
327	ING Group Amsterdam, Netherlands	$10.4M	+$98.1K	2	0.14%	Increased
328	OAM Origin Asset Management London, United Kingdom	$10.4M	-$814K	1	0.69%	Reduced
329	DAM Deltec Asset Management New York	$10.3M	-$9.93M	2	2.6%	Reduced
330	Davis Selected Advisers Tucson, Arizona	$10.3M	-$14.4M	1	0.05%	Reduced
331	Meag Munich Ergo Munich, Germany	$10.2M	+$5.27M	2	0.92%	Increased
332	AGF Investments Inc Toronto, Ontario, Canada	$10.2M	+$2.41M	2	0.11%	Increased
333	Creative Planning Overland Park, Kansas	$10.2M	+$9.77K	2	0.07%	Increased
334	EULAV Asset Management Sarasota, Florida	$9.77M	-$840K	2	0.54%	Reduced
335	Todd Asset Management Louisville, Kentucky	$9.73M	+$18.1K	1	0.31%	Increased
336	VCP Vernier Capital Partners New York	$9.44M	-$13.5M	1	2.65%	Reduced
337	IG Ithaka Group Arlington, Virginia	$9.42M	-$199K	1	1.37%	Reduced
338	NONA Ninety One North America New York	$9.33M	+$2.16M	1	1.37%	Increased
339	SM Sunriver Management Greenwich, Connecticut	$9.29M	-$1.77M	1	2.88%	Reduced
340	Quadrature Capital London, United Kingdom	$9.08M	+$5.77M	2	0.67%	Increased
341	EA Euclid Advisors Hartford, Connecticut	$9.07M	-$939K	1	0.39%	Reduced
342	PPCM Pillar Pacific Capital Management Pacifica, California	$8.87M	+$728K	2	1.49%	Increased
343	Sarasin & Partners London, United Kingdom	$8.84M	+$1.39M	1	0.15%	Increased
344	WCP Welch Capital Partners Harrison, New York	$8.73M	+$8.59M	1	3.14%	New
345	ASI All-Stars Investment Hong Kong	$8.71M	-$7.28M	1	7.37%	Reduced
346	Virginia Retirement Systems Richmond, Virginia	$8.69M	+$8.78M	2	0.13%	New
347	HGI Hansberger Growth Investors Madison, Wisconsin	$8.65M	-$2.24M	1	6.71%	Reduced
348	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$8.56M	+$8.42M	1	4.36%	New
349	CMG Cavalry Management Group San Francisco, California	$8.44M	+$8.97M	1	9.14%	New
350	Hosking Partners London, United Kingdom	$8.1M	+$1.13M	1	0.34%	Increased