← 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	Wolverine Asset Management Chicago, Illinois	$7.87M	-$15.3M	2	0.18%	Reduced
352	Davis Selected Advisers Tucson, Arizona	$7.85M	+$80.9K	1	0.03%	Increased
353	MTB Mizuho Trust & Banking Tokyo, Japan	$7.78M	+$3.11M	2	0.03%	Increased
354	GHA GW Henssler & Associates Kennesaw, Georgia	$7.75M	-$5.2M	1	0.84%	Reduced
355	Tiger Global Management New York	$7.69M	-$567M	1	0.08%	Reduced
356	Capital International Inc Los Angeles, California	$7.68M	-$1.47M	1	0.55%	Reduced
357	Stifel Financial St. Louis, Missouri	$7.6M	+$1.34M	2	0.04%	Increased
358	IMS Index Management Solutions Philadelphia, Pennsylvania	$7.56M	-$12.9M	1	7.08%	Reduced
359	CIBC Asset Management Toronto, Ontario, Canada	$7.47M	-$11.9M	2	0.05%	Reduced
360	PPCM Pillar Pacific Capital Management Pacifica, California	$7.45M	+$3.03M	2	1.29%	Increased
361	Oppenheimer & Co New York	$7.39M	+$304K	2	0.21%	Increased
362	GCM Grisanti Capital Management New York	$7.17M	-$5.16K	1	2.68%	Reduced
363	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$7.02M	-$6.98M	1	1.6%	Reduced
364	HCM Herndon Capital Management Atlanta, Georgia	$6.84M	-$363K	1	0.11%	Reduced
365	Bessemer Group Woodbridge, New Jersey	$6.71M	+$1.68M	2	0.04%	Increased
366	UAM UAS Asset Management New York	$6.68M	+$5.43M	1	3.48%	Increased
367	SIA SeaBridge Investment Advisors Summit, New Jersey	$6.67M	+$3.22M	2	1.36%	Increased
368	IAM Integre Asset Management New York	$6.65M	-$1.69M	2	1.39%	Reduced
369	M&T Bank Buffalo, New York	$6.54M	-$212K	2	0.04%	Reduced
370	PineBridge Investments New York	$6.43M	+$6.69M	1	0.25%	Increased
371	ANI American National Insurance Galveston, Texas	$6.19M	+$619K	2	0.37%	Increased
372	HT HAP Trading New York	$6.08M	+$2.15M	2	0.37%	Increased
373	DL Delta Lloyd Amsterdam, Netherlands	$6.05M	+$2.72M	1	0.19%	Increased
374	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$6.01M	+$819K	1	1.51%	Increased
375	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.97M	+$5.59M	2	0.8%	Increased