← 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	PTC Peak Ten Capital New York	$4.83M	+$4.8M	2	4.74%	New
427	IC Inverness Counsel New York	$4.78M	+$4.72M	1	0.37%	New
428	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.78M	+$1.94M	1	0.17%	Increased
429	Group One Trading Chicago, Illinois	$4.73M	+$4.1M	1	0.07%	Increased
430	MFWM Motley Fool Wealth Management Alexandria, Virginia	$4.69M	+$4.71M	1	2.75%	New
431	CTA Chesley Taft & Associates Chicago, Illinois	$4.62M	+$4.56M	1	0.47%	New
432	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$4.62M	-$1.7M	1	0.08%	Reduced
433	CM Cascabel Management New York	$4.56M	-$1.15M	1	8.42%	Reduced
434	FCM Firsthand Capital Management San Jose, California	$4.56M	$0	1	2.68%	Maintained
435	GPCM Granite Point Capital Management Boston, Massachusetts	$4.52M	+$54.7K	2	2.12%	Increased
436	MAI Capital Management Independence, Ohio	$4.38M	-$287K	1	0.31%	Reduced
437	NMC Nine Masts Capital Central, Hong Kong	$4.33M	+$4.36M	1	1.03%	New
438	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$4.33M	+$4.27M	1	0.44%	New
439	NPC National Planning Corporation El Segundo, California	$4.32M	+$2.36M	2	0.31%	Increased
440	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.29M	+$781K	2	0.06%	Increased
441	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$4.26M	+$4.21M	1	1.12%	New
442	PWP Private Wealth Partners Mill Valley, California	$4.22M	+$436K	1	0.99%	Increased
443	HM Payson & Co Portland, Maine	$4.22M	-$2.64M	1	0.21%	Reduced
444	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.16M	-$218K	1	0.03%	Reduced
445	HCM Habrok Capital Management London, United Kingdom	$4.13M	+$671K	1	49.52%	Increased
446	BAM Barrett Asset Management New York	$4.1M	+$4.05M	1	0.32%	New
447	BT Beacon Trust Morristown, New Jersey	$4.08M	+$3.01M	1	0.63%	Increased
448	Sigma Planning Corp Ann Arbor, Michigan	$4.04M	+$4M	2	0.53%	New
449	FI FCM Investments Dallas, Texas	$4.03M	+$1.03M	2	1.89%	Increased
450	Salem Investment Counselors Winston Salem, North Carolina	$3.96M	+$2.45M	2	0.47%	Increased