← 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
351	CPL Corecam Pte Ltd Singapore,	$5.49M	+$645K	2	2.08%	Increased
352	DE DV Equities Chicago, Illinois	$5.43M	+$6.14M	2	0.78%	New
353	Corient Private Wealth Miami, Florida	$5.41M	-$269K	3	0.01%	Reduced
354	WAM Wilson Asset Management Sydney, Australia	$5.34M	+$163K	1	1.47%	Increased
355	LIA Limestone Investment Advisors New York	$5.33M	+$2.25M	1	0.4%	Increased
356	EML Eos Management LP New York	$5.31M	$0	1	2.11%	Maintained
357	TPW Turn8 Private Wealth Pointe Claire,	$5.31M	-$321K	2	3.54%	Reduced
358	Caprock Group Boise, Idaho	$5.29M	+$330K	2	0.1%	Increased
359	Acadian Asset Management Boston, Massachusetts	$5.26M	+$53.6K	1	0.01%	Increased
360	FFM FengHe Fund Management Singapore	$5.23M	+$1.34M	1	0.5%	Increased
361	IEQ Capital Foster City, California	$5.11M	-$2.76M	2	0.02%	Reduced
362	TD Asset Management Toronto, Ontario, Canada	$5.11M	-$1.64M	1	0%	Reduced
363	Oppenheimer & Co New York	$5.11M	-$1.02M	2	0.05%	Reduced
364	KCL KR Capital LP New York City, New York	$5.09M	+$5.52M	1	0.51%	New
365	Quadrant Capital Group Cincinnati, Ohio	$5.08M	+$2.22M	2	0.14%	Increased
366	BAM BOCHK Asset Management Hong Kong	$4.99M	+$6.51M	1	0.79%	New
367	Quilter Plc London, United Kingdom	$4.98M	+$477K	1	0.07%	Increased
368	MIA MMBG Investment Advisors Miami, Florida	$4.92M	+$200K	1	0.39%	Increased
369	GIC Generali Investments CEE Prague, Czech Republic	$4.91M	+$470K	2	0.23%	Increased
370	BZWA Blue Zone Wealth Advisors Los Angeles, California	$4.88M	+$24.6K	1	0.85%	Increased
371	Kestra Advisory Services Austin, Texas	$4.87M	-$2.21M	2	0.02%	Reduced
372	G GenTrust Miami, Florida	$4.85M	$0	1	0.19%	Maintained
373	QRG Capital Management Chicago, Illinois	$4.82M	+$433K	2	0.04%	Increased
374	GFI Global Frontier Investments Charleston, South Carolina	$4.8M	$0	1	0.83%	Maintained
375	SL Siren LLC Greenwich, Connecticut	$4.8M	+$6.26M	1	0.1%	New