← 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	DSAM Dock Street Asset Management Palm Beach, Florida	$3.89M	+$2.64M	1	2.34%	Increased
427	Truist Financial Charlotte, North Carolina	$3.88M	+$1.09M	1	0.1%	Increased
428	MCM Mazama Capital Management Portland, Oregon	$3.86M	-$827K	1	0.78%	Reduced
429	MAI Capital Management Independence, Ohio	$3.81M	$0	1	0.25%	Maintained
430	BUB BBVA USA Bancshares Houston, Texas	$3.79M	+$1.48M	2	0.21%	Increased
431	OPCM Osborne Partners Capital Management San Francisco, California	$3.72M	+$2.93M	1	0.5%	Increased
432	FI FCM Investments Dallas, Texas	$3.64M	$0	2	1.74%	Maintained
433	BHB Bank Hapoalim BM Tel Aviv, Israel	$3.54M	+$263K	1	0.69%	Increased
434	CIBC World Market Toronto, Ontario, Canada	$3.54M	+$73.6K	1	0.02%	Increased
435	KeyBank National Association Cleveland, Ohio	$3.52M	+$979K	2	0.02%	Increased
436	CWA Constellation Wealth Advisors New York	$3.49M	+$2.43M	1	0.3%	Increased
437	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$3.46M	-$2.52M	1	0.35%	Reduced
438	Scotia Capital Toronto, Ontario, Canada	$3.4M	+$446K	2	0.07%	Increased
439	RS Investment Management San Francisco, California	$3.36M	+$88.9K	1	0.03%	Increased
440	IAS IMA Advisory Services Denver, Colorado	$3.35M	+$3.5M	1	1.6%	New
441	Oberweis Asset Management Lisle, Illinois	$3.34M	+$9.45K	2	0.88%	Increased
442	BG Bollard Group Boston, Massachusetts	$3.32M	-$3.47M	1	0.25%	Reduced
443	Salem Investment Counselors Winston Salem, North Carolina	$3.29M	+$70.9K	2	0.4%	Increased
444	Private Advisor Group Morristown, New Jersey	$3.27M	-$240K	2	0.16%	Reduced
445	D.A. Davidson & Co Great Falls, Montana	$3.21M	-$371K	2	0.11%	Reduced
446	TBA Train Babcock Advisors New York	$3.2M	+$15.6K	2	1.01%	Increased
447	HM Payson & Co Portland, Maine	$3.19M	-$1.84K	1	0.16%	Reduced
448	AC Amici Capital New York	$3.17M	-$1.04M	2	0.12%	Reduced
449	BT Beacon Trust Morristown, New Jersey	$3.17M	-$158K	1	0.51%	Reduced
450	BB&T Securities Richmond, Virginia	$3.17M	+$380K	2	0.07%	Increased