← 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
476	SCG Strategic Capital Group Gig Harbor, Washington	$84K	-$32.7K	1	0.03%	Reduced
477	Bartlett & Co Cincinnati, Ohio	$83K	$0	1	0%	Maintained
478	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$77K	+$67.3K	1	0.05%	New
479	Whittier Trust South Pasadena, California	$71K	$0	1	0%	Maintained
480	FAM Formidable Asset Management Cincinnati, Ohio	$63K	+$55K	1	0.04%	New
481	RIA Regal Investment Advisors Kentwood, Michigan	$62K	+$18K	1	0.02%	Increased
482	NES New England Securities New York	$61K	-$11.6K	1	0.02%	Reduced
483	PC Pier Capital Stamford, Connecticut	$59K	$0	1	0.01%	Maintained
484	PAM Paradigm Asset Management New York	$56K	$0	1	0.01%	Maintained
485	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$56K	$0	1	0%	Maintained
486	First Horizon Advisors Memphis, Tennessee	$53K	+$9.33K	1	0.01%	Increased
487	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$49K	+$42.5K	1	0.02%	New
488	M&T Bank Buffalo, New York	$47K	$0	1	0%	Maintained
489	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$45K	-$18K	1	0.13%	Reduced
490	CHC City Holding Co Charleston, West Virginia	$41K	$0	1	0.02%	Maintained
491	Acadian Asset Management Boston, Massachusetts	$39K	-$14.6K	1	0%	Reduced
492	AA AlphaMark Advisors Ft. Wright, Kentucky	$39K	$0	1	0.02%	Maintained
493	CFA Carroll Financial Associates Charlotte, North Carolina	$37K	$0	1	0.01%	Maintained
494	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$37K	$0	1	0.01%	Maintained
495	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$37K	-$131K	1	0%	Reduced
496	TCOV Trust Company of Vermont Brattleboro, Vermont	$37K	$0	1	0.01%	Maintained
497	1919 Investment Counsel Baltimore, Maryland	$36K	$0	1	0%	Maintained
498	Central Trust Company Jefferson City, Missouri	$35K	$0	1	0%	Maintained
499	RFA Reilly Financial Advisors La Mesa, California	$33K	-$12.3K	1	0.01%	Reduced
500	WRM Westport Resources Management Westport, Connecticut	$33K	+$28.6K	1	0.01%	New