← 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
426	SPFA Summit Place Financial Advisors Summit, New Jersey	$3.58M	+$1.16M	2	1.57%	Increased
427	Concurrent Investment Advisors Tampa, Florida	$3.58M	+$364K	2	0.03%	Increased
428	Advisory Services Network Atlanta, Georgia	$3.53M	+$1.25M	2	0.04%	Increased
429	IAM Infusive Asset Management New York	$3.48M	-$791K	1	1.58%	Reduced
430	Eagle Global Advisors Houston, Texas	$3.48M	-$149K	1	0.12%	Reduced
431	PP Pingora Partners Wilson, Wyoming	$3.44M	+$18.8K	1	2.01%	Increased
432	CCG Cypress Capital Group Palm Beach, Florida	$3.41M	+$147K	1	0.32%	Increased
433	Allspring Global Investments Charlotte, North Carolina	$3.4M	+$971K	2	0.01%	Increased
434	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$3.38M	-$140K	1	1.02%	Reduced
435	Antipodes Partners Royal Exchange, Australia	$3.37M	-$5.89K	1	0.06%	Reduced
436	SummitTX Capital Fort Worth, Texas	$3.27M	+$4.12M	2	0.08%	New
437	ITC Inspire Trust Company Reno, Nevada	$3.26M	+$4.26M	1	0.45%	New
438	SIG Brokerage New York	$3.24M	+$3.01M	2	0.06%	Increased
439	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.24M	$0	1	0.12%	Maintained
440	QPBE Quintet Private Bank (Europe) Luxembourg	$3.22M	-$3.18M	1	0.2%	Reduced
441	&Partners Nashville, Tennessee	$3.22M	-$528K	2	0.01%	Reduced
442	PCMH Polymer Capital Management (HK) Hong Kong	$3.2M	-$3.09M	1	0.16%	Reduced
443	AF Ally Financial Detroit, Michigan	$3.18M	+$2.51M	2	0.41%	Increased
444	Waverly Advisors Birmingham, Alabama	$3.18M	+$84.4K	2	0.02%	Increased
445	Brown Brothers Harriman & Co New York	$3.17M	$0	2	0.01%	Maintained
446	WC Waterloo Capital Austin, Texas	$3.12M	+$4.17M	1	0.18%	New
447	D.E. Shaw & Co New York	$3.11M	-$115M	3	0%	Reduced
448	IP Intellectus Partners San Francisco, California	$3.1M	-$507K	2	0.54%	Reduced
449	CP CenterBook Partners Greenwich, Connecticut	$3.08M	+$3.26M	2	0.15%	Increased
450	ML Maniro Ltd Nassau,	$3.07M	$0	1	0.69%	Maintained