← 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
401	IIM Ipswich Investment Management Beverly, Massachusetts	$434K	+$380K	1	0.17%	New
402	Johnson Investment Counsel Cincinnati, Ohio	$432K	$0	1	0.02%	Maintained
403	BHA Beech Hill Advisors New York	$427K	+$374K	1	0.19%	New
404	Wedbush Securities Los Angeles, California	$403K	+$111K	1	0.06%	Increased
405	MCM McKinley Capital Management Anchorage, Alaska	$395K	-$1.32M	1	0.02%	Reduced
406	ClearBridge Investments New York	$394K	-$31.4K	1	0%	Reduced
407	Caxton Associates (New York) New York	$392K	+$344K	1	0.02%	New
408	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$392K	$0	1	0.12%	Maintained
409	Graham Capital Management Rowayton, Connecticut	$383K	+$335K	1	0.01%	New
410	Envestnet Asset Management Chicago, Illinois	$377K	+$101K	1	0%	Increased
411	AAP Ardsley Advisory Partners Stamford, Connecticut	$374K	+$327K	1	0.05%	New
412	LPC Loeb Partners Corp New York	$374K	$0	1	0.11%	Maintained
413	Benjamin F. Edwards & Company St. Louis, Missouri	$355K	$0	1	0.09%	Maintained
414	NL NWAM LLC Mercer Island, Washington	$355K	-$16.9K	1	0.11%	Reduced
415	ETrade Capital Management Arlington, Virginia	$354K	+$132K	1	0.02%	Increased
416	WesBanco Bank Wheeling, West Virginia	$349K	-$30.4K	1	0.02%	Reduced
417	Tokio Marine Asset Management Tokyo, Japan	$336K	-$115K	1	0.02%	Reduced
418	Ancora Advisors Cleveland, Ohio	$333K	+$291K	1	0.04%	New
419	Hillsdale Investment Management Toronto, Ontario, Canada	$329K	+$49.1K	1	0.07%	Increased
420	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$329K	-$3.96M	1	0.01%	Reduced
421	MCM Murphy Capital Management Bedminster, New Jersey	$312K	-$49.1K	1	0.05%	Reduced
422	Stratos Wealth Partners Beachwood, Ohio	$309K	+$272K	1	0.1%	New
423	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$306K	-$5.4K	1	0.05%	Reduced
424	CCM Cupps Capital Management Chicago, Illinois	$300K	+$263K	1	0.02%	New
425	Salem Investment Counselors Winston Salem, North Carolina	$298K	-$11.5K	1	0.04%	Reduced