← 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
501	SG StoneX Group New York	$2.32M	+$1.89M	1	0.09%	Increased
502	AAIM American Assets Investment Management San Diego, California	$2.3M	$0	1	0.14%	Maintained
503	RI Ridgewood Investments Springfield, New Jersey	$2.26M	+$1.34M	2	0.85%	Increased
504	Mercer Global Advisors Denver, Colorado	$2.25M	-$825K	2	0%	Reduced
505	MAI Capital Management Independence, Ohio	$2.23M	+$739K	2	0.01%	Increased
506	HT Headlands Technologies Chicago, Illinois	$2.22M	+$3.04M	2	0.24%	Increased
507	Charles Schwab San Francisco, California	$2.19M	-$7.51K	1	0%	Reduced
508	Capital Fund Management (CFM) Paris, France	$2.17M	+$2.26M	1	0.01%	Increased
509	Tiger Global Management New York	$2.16M	-$24M	1	0.01%	Reduced
510	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$2.13M	-$392K	2	0.23%	Reduced
511	FHC First Horizon Corporation Memphis, Tennessee	$2.13M	+$2.38K	2	0.08%	Increased
512	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.13M	$0	1	0.47%	Maintained
513	Summit Trail Advisors New York	$2.13M	-$1.88K	2	0.03%	Reduced
514	OMC Oasis Management Company Grand Cayman, Cayman Islands	$2.11M	$0	3	0.11%	Maintained
515	Soros Fund Management New York	$2.1M	-$9.18M	1	0.03%	Reduced
516	Prime Capital Investment Advisors Overland Park, Kansas	$2.08M	-$852K	2	0.02%	Reduced
517	Atria Investments Charlotte, North Carolina	$2.07M	-$2.39M	2	0.02%	Reduced
518	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$2.06M	-$2.61M	3	0.16%	Reduced
519	BWM BigSur Wealth Management Miami, Florida	$2.05M	$0	1	0.49%	Maintained
520	Inspire Investing Meridian, Idaho	$2.04M	+$3.1M	2	0.08%	Increased
521	Callan Family Office Radnor, Pennsylvania	$2.03M	+$465K	2	0.04%	Increased
522	WIM Wiregrass Investment Management Thomasville, Georgia	$2.02M	+$2.63M	1	1.38%	New
523	CA Corecam AG Zurich,	$2.02M	+$24.8K	1	1.72%	Increased
524	SCS Syquant Capital SAS Paris, France	$2M	+$2.17M	1	0.45%	New
525	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$2M	+$73K	1	0.33%	Increased