← 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	MFAM Motley Fool Asset Management Alexandria, Virginia	$5.63M	-$1.73M	1	1.24%	Reduced
452	Cambridge Investment Research Advisors Fairfield, Iowa	$5.62M	+$2.24M	2	0.1%	Increased
453	Salem Investment Counselors Winston Salem, North Carolina	$5.61M	-$18.7K	2	0.73%	Reduced
454	OPCM Osborne Partners Capital Management San Francisco, California	$5.55M	-$148K	1	0.83%	Reduced
455	QAM Quentec Asset Management New York	$5.48M	+$4.8M	1	0.75%	New
456	CG Cutler Group San Francisco, California	$5.31M	-$4.31M	2	0.24%	Reduced
457	Virtu KCG Holdings New York	$5.22M	+$1.84M	2	0.12%	Increased
458	Braun Stacey Associates New York	$5.21M	+$4.56M	1	0.33%	New
459	Cubist Systematic Strategies Stamford, Connecticut	$5.19M	+$94.2K	2	0.33%	Increased
460	PHK Point72 Hong Kong Hong Kong	$5.15M	+$4.51M	2	2.81%	Increased
461	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.15M	-$19.6M	1	0.07%	Reduced
462	CIM Calvert Investment Management Bethesda, Maryland	$5.14M	+$4.5M	1	0.19%	New
463	TBA Train Babcock Advisors New York	$5.11M	-$1.61M	2	2.05%	Reduced
464	KeyBank National Association Cleveland, Ohio	$5.1M	+$194K	2	0.03%	Increased
465	JMH J.M. Hartwell New York	$5.1M	+$4.47M	1	1.22%	New
466	PL Parkwood LLC Cleveland, Ohio	$5.09M	+$4.84M	1	0.76%	New
467	SCGE Management Menlo Park, California	$4.97M	+$4.36M	1	1.38%	New
468	TU TDAM USA Toronto, Ontario, Canada	$4.96M	+$1.09M	2	0.25%	Increased
469	First Allied Advisory Services San Diego, California	$4.87M	+$31.6K	2	0.26%	Increased
470	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.77M	+$41.8K	2	0.06%	Increased
471	AAP Ardsley Advisory Partners Stamford, Connecticut	$4.76M	+$4.17M	1	0.75%	New
472	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.76M	+$4.17M	1	0.37%	New
473	BB&T Securities Richmond, Virginia	$4.75M	+$303K	2	0.07%	Increased
474	DL Delta Lloyd Amsterdam, Netherlands	$4.71M	+$223K	1	0.15%	Increased
475	SAC SPQ Asia Capital Hong Kong	$4.61M	+$4.04M	1	10.95%	New