← 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	LA Leonetti & Associates Buffalo Grove, Illinois	$3.96M	+$3.91M	1	1.23%	New
452	Caxton Associates (New York) New York	$3.91M	-$7.74M	1	0.3%	Reduced
453	CIM Contrarius Investment Management St. Helier, Jersey	$3.91M	-$581K	1	0.29%	Reduced
454	Private Advisor Group Morristown, New Jersey	$3.89M	+$1.79M	2	0.25%	Increased
455	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.81M	+$1.31M	2	0.78%	Increased
456	AIA Group Hong Kong	$3.76M	-$1.99M	1	6.1%	Reduced
457	Oberweis Asset Management Lisle, Illinois	$3.76M	+$1.45M	2	1.12%	Increased
458	LSA L & S Advisors Los Angeles, California	$3.76M	+$3.71M	1	1.18%	New
459	MTB Mizuho Trust & Banking Tokyo, Japan	$3.72M	-$1.43M	1	0.01%	Reduced
460	NCIM New Century Investment Management Southfield, Michigan	$3.7M	+$3.72M	1	1.83%	New
461	OAM Origin Asset Management London, United Kingdom	$3.67M	+$3.69M	1	0.28%	New
462	DIA Denver Investment Advisors Denver, Colorado	$3.6M	+$3.55M	1	0.12%	New
463	Beck Mack & Oliver New York	$3.58M	+$2.34M	2	0.09%	Increased
464	SA Steadfast Advisors New York	$3.55M	-$2.2M	1	1.23%	Reduced
465	Suntrust Banks Atlanta, Georgia	$3.51M	-$3.89M	2	0.02%	Reduced
466	CCM Cortex Capital Management Fort Worth, Texas	$3.42M	-$2.06M	1	4.35%	Reduced
467	EC EJF Capital Arlington, Virginia	$3.38M	-$1.77M	2	0.14%	Reduced
468	Aperio Group Sausalito, California	$3.35M	+$1.49M	2	0.04%	Increased
469	CWM Catamount Wealth Management Westport, Connecticut	$3.33M	+$3.29M	1	3.18%	New
470	BRA Bender Robert & Associates Pasadena, California	$3.32M	+$7.11K	1	2.17%	Increased
471	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$3.28M	+$3.24M	1	1.61%	New
472	OAM Oxford Asset Management Oxford, United Kingdom	$3.25M	-$9.32M	1	0.07%	Reduced
473	ICRM Insight Capital Research & Management Walnut Creek, California	$3.23M	+$3.25M	1	0.83%	New
474	MCM Mitchell Capital Management Leawood, Kansas	$3.21M	+$3.17M	1	1.04%	New
475	WAM World Asset Management Detroit, Michigan	$3.2M	-$23.8K	1	0.11%	Reduced