← 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
EWM
Endurance Wealth Management
Rhode Island
$203K +$178K 1 0.03% New
452
FBT
Founders Bank & Trust
Michigan
$198K +$89.2K 1 0.11% Increased
453
BAMCO Inc
BAMCO Inc
New York
$194K -$132K 1 0% Reduced
454
Federated Hermes
Federated Hermes
Pennsylvania
$187K -$13.8M 1 0% Reduced
455
WA
WFG Advisors
Texas
$185K -$982 1 0.03% Reduced
456
Bessemer Group
Bessemer Group
New Jersey
$174K +$5.73K 1 0% Increased
457
BRWA
B. Riley Wealth Advisors
Florida
$168K +$147K 1 0.04% New
458
KBC Group
KBC Group
Belgium
$149K -$7.45M 1 0% Reduced
459
OIA
Optimum Investment Advisors
Illinois
$148K +$97.4K 1 0.05% Increased
460
MWP
MYCIO Wealth Partners
Pennsylvania
$144K -$818 1 0.03% Reduced
461
IPC
Independent Portfolio Consultants
Florida
$133K +$116K 1 0.04% New
462
SFU
Stonehage Fleming (UK)
United Kingdom
$131K $0 1 0.05% Maintained
463
PSI
Pinnacle Summer Investments
Virginia
$127K $0 1 0.01% Maintained
464
MUFG Americas
MUFG Americas
New York
$120K $0 1 0% Maintained
465
USGIU
U.S. Global Investors (USGI)
Texas
$118K +$103K 1 0.03% New
466
WA
WealthTrust-Arizona
Arizona
$114K -$491 1 0.12% Reduced
467
JWA
JFS Wealth Advisors
Pennsylvania
$112K +$98.2K 1 0.02% New
468
SignatureFD
SignatureFD
Georgia
$103K -$2.46K 1 0.04% Reduced
469
WTB
Washington Trust Bank
Washington
$103K +$90K 1 0.02% New
470
EP
Edinburgh Partners
United Kingdom
$100K +$36.2K 1 0.01% Increased
471
Tocqueville Asset Management
Tocqueville Asset Management
New York
$98K +$85.9K 1 0% New
472
DSM Capital Partners
DSM Capital Partners
Florida
$94K +$82.6K 1 0% New
473
IRS
Invictus RG (Singapore)
Singapore
$94K +$7.2K 1 0.1% Increased
474
SAM
Solaris Asset Management
New York
$93K +$81.8K 1 0.06% New
475
KTC
Kistler-Tiffany Companies
Pennsylvania
$92K $0 1 0.07% Maintained