← 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
451	Whittier Trust South Pasadena, California	$61K	$0	1	0%	Maintained
452	FA Financial Advantage Columbia, Maryland	$58K	$0	1	0.05%	Maintained
453	PC Pier Capital Stamford, Connecticut	$56K	$0	1	0.01%	Maintained
454	FAM Formidable Asset Management Cincinnati, Ohio	$54K	+$54.3K	1	0.04%	New
455	PAM Paradigm Asset Management New York	$53.4K	$0	1	0.01%	Maintained
456	RIA Regal Investment Advisors Kentwood, Michigan	$53K	+$12.3K	1	0.03%	Increased
457	M&T Bank Buffalo, New York	$45K	$0	1	0%	Maintained
458	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$44K	$0	1	0.01%	Maintained
459	Colony Group Boston, Massachusetts	$44K	+$40.4K	1	0.01%	New
460	TFO Tarbox Family Office Newport Beach, California	$44K	+$40.4K	1	0.04%	New
461	BPBT Boston Private Bank & Trust Boston, Massachusetts	$41K	+$6.79K	1	0%	Increased
462	First Horizon Advisors Memphis, Tennessee	$41K	+$33.9K	1	0.01%	Increased
463	AA AlphaMark Advisors Ft. Wright, Kentucky	$37K	$0	1	0.02%	Maintained
464	OIA Optimum Investment Advisors Chicago, Illinois	$36K	$0	1	0.01%	Maintained
465	TCOV Trust Company of Vermont Brattleboro, Vermont	$36K	$0	1	0.01%	Maintained
466	CFA Carroll Financial Associates Charlotte, North Carolina	$35K	+$32.3K	1	0.01%	New
467	Central Trust Company Jefferson City, Missouri	$34K	$0	1	0%	Maintained
468	CHC City Holding Co Charleston, West Virginia	$34K	+$30.7K	1	0.02%	New
469	1919 Investment Counsel Baltimore, Maryland	$33K	$0	1	0%	Maintained
470	Waverly Advisors Birmingham, Alabama	$32K	+$28.9K	1	0.01%	New
471	TCM Tradewinds Capital Management Bellingham, Washington	$29K	+$26.5K	1	0.02%	New
472	AA Apriem Advisors Irvine, California	$27K	$0	1	0.01%	Maintained
473	FineMark National Bank & Trust Fort Myers, Florida	$24K	-$2.91K	1	0.01%	Reduced
474	FWM Focused Wealth Management Newburgh, New York	$23K	+$13.3K	1	0.02%	Increased
475	PFA Paradigm Financial Advisors Des Peres, Missouri	$22K	+$20.2K	1	0.02%	New