← 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	SG Swarthmore Group Philadelphia, Pennsylvania	$205K	-$24.2K	1	0.02%	Reduced
427	SII Investments Appleton, Wisconsin	$202K	+$185K	1	0.04%	New
428	Welch Group Birmingham, Alabama	$191K	-$85.7K	1	0.04%	Reduced
429	RNS Robert N. Shapiro	$177K	$0	1	0.03%	Maintained
430	IRS Invictus RG (Singapore) Singapore	$169K	+$153K	1	0.11%	New
431	Royce & Associates New York	$160K	-$64.6K	1	0%	Reduced
432	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$140K	-$9.7K	1	0.03%	Reduced
433	WA WealthTrust-Arizona Scottsdale, Arizona	$138K	+$15.8K	1	0.16%	Increased
434	WA WFG Advisors Dallas, Texas	$136K	+$61.6K	1	0.02%	Increased
435	Bessemer Group Woodbridge, New Jersey	$135K	+$7.11K	1	0%	Increased
436	PSI Pinnacle Summer Investments Fairfax, Virginia	$121K	$0	1	0.02%	Maintained
437	MUFG Americas New York	$114K	-$3.23K	1	0%	Reduced
438	ETrade Capital Management Arlington, Virginia	$112K	-$31.7K	1	0.01%	Reduced
439	BAMCO Inc New York	$102K	$0	1	0%	Maintained
440	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$98K	+$89.4K	1	0%	New
441	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$89K	+$80.8K	1	0%	New
442	Point72 Hong Kong Hong Kong	$89K	+$80.8K	1	0.06%	New
443	SignatureFD Atlanta, Georgia	$89K	$0	1	0.03%	Maintained
444	Kistler-Tiffany Companies Berwyn, Pennsylvania	$88K	$0	1	0.07%	Maintained
445	Howe & Rusling Rochester, New York	$84K	-$68.9K	1	0.02%	Reduced
446	Bartlett & Co Cincinnati, Ohio	$79K	$0	1	0%	Maintained
447	SCG Strategic Capital Group Gig Harbor, Washington	$73K	+$19.1K	1	0.06%	Increased
448	Seven Eight Capital New York	$71K	+$64.6K	1	0.08%	New
449	NES New England Securities New York	$66K	+$13.4K	1	0.03%	Increased
450	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$61K	$0	1	0.1%	Maintained