← 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
376	PMG ProVise Management Group Clearwater, Florida	$601K	+$131K	1	0.13%	Increased
377	Sentry Investments Toronto, Ontario, Canada	$598K	+$103K	1	0.01%	Increased
378	ALPS Advisors Denver, Colorado	$590K	-$3.11K	1	0.01%	Reduced
379	Huntington National Bank Columbus, Ohio	$578K	-$304K	1	0.01%	Reduced
380	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$562K	+$56.5K	1	0.09%	Increased
381	Apex Capital Management Dayton, Ohio	$555K	+$70.4K	1	0.02%	Increased
382	CS Comerica Securities Detroit, Michigan	$554K	-$4.25K	1	0.5%	Reduced
383	HCM Hollencrest Capital Management Newport Beach, California	$551K	+$42.1K	1	0.07%	Increased
384	Pure Financial Advisors San Diego, California	$542K	$0	1	0.2%	Maintained
385	CCM Cadence Capital Management Boston, Massachusetts	$514K	+$450K	1	0.02%	New
386	BOK Financial Tulsa, Oklahoma	$507K	-$3.6K	1	0.02%	Reduced
387	HC HHG & Company Darien, Connecticut	$506K	-$9.16K	1	0.16%	Reduced
388	MC Mathes Company New York	$504K	$0	1	0.25%	Maintained
389	NVIM New Vernon Investment Management Highland Park, Illinois	$504K	+$442K	1	0.35%	New
390	BAS Brown Advisory Securities Baltimore, Maryland	$497K	-$2.13K	1	0.18%	Reduced
391	SGH Schonfeld Group Holdings Jericho, New York	$486K	-$3.37M	1	1.67%	Reduced
392	GIM Groesbeck Investment Management Paramus, New Jersey	$479K	$0	1	0.21%	Maintained
393	HPCM High Pointe Capital Management Chicago, Illinois	$467K	$0	1	0.17%	Maintained
394	HR Howe & Rusling Rochester, New York	$467K	+$966K	1	0.1%	Increased
395	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$466K	+$82K	1	0.02%	Increased
396	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$465K	+$317K	1	0.01%	Increased
397	Douglass Winthrop Advisors New York	$458K	$0	1	0.04%	Maintained
398	DSI Daiwa SB Investments Tokyo, Japan	$448K	-$327K	1	0.06%	Reduced
399	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$448K	+$393K	1	0.12%	New
400	SFP Santa Fe Partners Santa Fe, New Mexico	$446K	-$1.09M	1	0.07%	Reduced