← 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	PineBridge Investments New York	$13.8M	+$7.83M	2	0.61%	Increased
352	TM Thrax Management New York	$13.7M	+$3.63M	1	4.88%	Increased
353	UBS O'Connor Chicago, Illinois	$13.7M	+$8.89M	2	0.2%	Increased
354	VCP Vernier Capital Partners New York	$13.5M	+$2.92M	1	3.48%	Increased
355	Crossmark Global Holdings Houston, Texas	$13.3M	+$7.71M	2	0.34%	New
356	MFWM Motley Fool Wealth Management Alexandria, Virginia	$13.1M	-$203K	1	1.39%	Reduced
357	Jupiter Asset Management London, United Kingdom	$13.1M	-$104K	1	0.49%	Reduced
358	Meag Munich Ergo Munich, Germany	$13M	+$269K	2	0.64%	Increased
359	GEM Global Endowment Management Charlotte, North Carolina	$12.9M	+$5.29M	1	2.13%	Increased
360	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$12.8M	+$1.22M	1	4.78%	Increased
361	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$12.7M	$0	1	3.27%	Maintained
362	IHL Investment House LLC Redondo Beach, California	$12.7M	+$3.19M	1	1.91%	Increased
363	GP GLG Partners London, United Kingdom	$12.7M	+$3.8M	2	0.39%	Increased
364	SC Shellback Capital Boston, Massachusetts	$12.7M	+$11.1M	1	1.07%	New
365	FHAM Folger Hill Asset Management New York	$12.6M	+$11.1M	1	0.75%	New
366	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.6M	+$4.86M	2	0.13%	Increased
367	Davis Selected Advisers Tucson, Arizona	$12.6M	+$1.15M	1	0.05%	Increased
368	Carrhae Capital London, United Kingdom	$12.6M	-$9.3M	1	9.77%	Reduced
369	FQ First Quadrant Glendale, California	$12.4M	+$8.46M	2	0.26%	Increased
370	DSI Daiwa SB Investments Tokyo, Japan	$12.2M	+$2.48M	2	3.16%	Increased
371	Hosking Partners London, United Kingdom	$12.1M	+$3.05M	1	0.41%	Increased
372	ARGA Investment Management Stamford, Connecticut	$11.8M	+$11.2M	1	3.24%	New
373	Raymond James Financial Services Advisors St. Petersburg, Florida	$11.7M	+$1.49M	2	0.1%	Increased
374	WCP Welch Capital Partners Harrison, New York	$11.6M	$0	1	3.79%	Maintained
375	ASI All-Stars Investment Hong Kong	$11.6M	$0	1	8.89%	Maintained