← 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	Private Advisor Group Morristown, New Jersey	$895K	+$65.6K	1	0.08%	Increased
352	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$883K	$0	1	0.03%	Maintained
353	Brown Brothers Harriman & Co New York	$877K	+$767K	1	0%	Increased
354	MSI Financial Services Springfield, Massachusetts	$847K	+$16K	1	0.11%	Increased
355	D.A. Davidson & Co Great Falls, Montana	$840K	-$65K	1	0.03%	Reduced
356	ID Integral Derivatives New York	$838K	+$114K	1	0.01%	Increased
357	ACP Ashfield Capital Partners San Francisco, California	$833K	+$8.18K	1	0.04%	Increased
358	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$833K	+$36.8K	1	0.17%	Increased
359	VFS VSR Financial Services Overland Park, Kansas	$820K	-$17.7K	1	0.1%	Reduced
360	Bradley Foster & Sargent Hartford, Connecticut	$810K	+$102K	1	0.04%	Increased
361	NPC National Planning Corporation El Segundo, California	$806K	+$11.1K	1	0.06%	Increased
362	Zurich Cantonal Bank Zurich, Switzerland	$796K	-$900K	1	0.02%	Reduced
363	Freestone Capital Holdings Seattle, Washington	$766K	-$53.4K	1	0.12%	Reduced
364	TI Turner Investments Berwyn, Pennsylvania	$766K	-$796K	1	0.03%	Reduced
365	Ronald Blue & Co Roswell, Georgia	$750K	+$142K	1	0.05%	Increased
366	Luther King Capital Management (LKCM) Fort Worth, Texas	$747K	+$655K	1	0.01%	New
367	FVCM F&V Capital Management Boca Raton, Florida	$739K	+$24.5K	1	0.55%	Increased
368	Gabelli Funds Rye, New York	$729K	+$638K	1	0%	New
369	City National Bank Beverly Hills, Delaware	$703K	+$617K	1	0.01%	New
370	Brookstone Capital Management Wheaton, Illinois	$696K	-$73K	1	0.14%	Reduced
371	Loomis, Sayles & Company Boston, Massachusetts	$675K	$0	1	0%	Maintained
372	Saturna Capital Bellingham, Washington	$654K	$0	1	0.02%	Maintained
373	LCP Legacy Capital Partners Milwaukee, Wisconsin	$645K	-$49.1K	1	0.42%	Reduced
374	Old National Bancorp Evansville, Indiana	$635K	+$201K	1	0.05%	Increased
375	Gradient Investments Arden Hills, Minnesota	$611K	+$64.2K	1	0.12%	Increased