← 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	Weiss Multi-Strategy Advisers New York	$5.97M	+$6.14M	1	0.24%	New
377	SI Standard Investments New York	$5.94M	+$3.72M	1	0.34%	Increased
378	Baird Financial Group Milwaukee, Wisconsin	$5.92M	+$6.16M	2	0.06%	New
379	ID Integral Derivatives New York	$5.89M	+$4.34M	1	0.16%	Increased
380	AIA Group Hong Kong	$5.83M	$0	1	7.47%	Maintained
381	Vident Investment Advisory Alpharetta, Georgia	$5.82M	-$953K	2	0.77%	Reduced
382	City National Bank Beverly Hills, Delaware	$5.73M	+$4.58M	2	0.05%	Increased
383	HGI Hansberger Growth Investors Madison, Wisconsin	$5.63M	+$5.88M	1	3.84%	New
384	MCM McKinley Capital Management Anchorage, Alaska	$5.63M	-$416K	1	0.24%	Reduced
385	CTA Chesley Taft & Associates Chicago, Illinois	$5.62M	+$645K	1	0.57%	Increased
386	GP GLG Partners London, United Kingdom	$5.58M	-$6.03M	1	0.14%	Reduced
387	Ladenburg Thalmann Financial Services Miami, Florida	$5.46M	-$2.5M	2	0.1%	Reduced
388	HC Hosking & Co Dublin, Ireland	$5.4M	+$391K	1	0.36%	Increased
389	Gateway Investment Advisers Cincinnati, Ohio	$5.33M	$0	1	0.04%	Maintained
390	BHA Beech Hill Advisors New York	$5.3M	+$814K	2	2.73%	Increased
391	Wasatch Advisors Salt Lake City, Utah	$5.18M	+$1.99M	2	0.06%	Increased
392	Ruffer LLP London, United Kingdom	$4.98M	$0	1	0.22%	Maintained
393	GEM Global Endowment Management Charlotte, North Carolina	$4.98M	$0	1	0.69%	Maintained
394	SC Shellback Capital Boston, Massachusetts	$4.94M	+$5.16M	1	0.34%	New
395	Veritas Asset Management London, United Kingdom	$4.94M	-$7.29M	1	0.07%	Reduced
396	AF Ally Financial Detroit, Michigan	$4.86M	$0	2	0.49%	Maintained
397	First Manhattan New York	$4.84M	+$4.96M	2	0.03%	Increased
398	AGA Altrinsic Global Advisors Stamford, Connecticut	$4.83M	+$1.97M	2	0.1%	Increased
399	RSS Rosenblum Silverman Sutton San Francisco, California	$4.83M	+$5.05M	1	1.94%	New
400	Perpetual Ltd Sydney, New South Wales, Australia	$4.78M	+$393K	1	0.55%	Increased