← 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	FWM Focused Wealth Management Newburgh, New York	$31K	+$16.4K	1	0.02%	Increased
502	TCM Tradewinds Capital Management Bellingham, Washington	$31K	$0	1	0.02%	Maintained
503	AA Apriem Advisors Irvine, California	$28K	$0	1	0.01%	Maintained
504	ACS Archford Capital Strategies Swansea, Illinois	$27.5K	$0	1	0.02%	Maintained
505	FineMark National Bank & Trust Fort Myers, Florida	$26K	+$818	1	0%	Increased
506	Farmers & Merchants Investments Inc Lincoln, Nebraska	$21K	$0	1	0%	Maintained
507	CA CapWealth Advisors Franklin, Tennessee	$19K	+$16.4K	1	0%	New
508	Synovus Financial Columbus, Georgia	$18K	$0	1	0%	Maintained
509	SNT Security National Trust Wheeling, West Virginia	$17K	$0	1	0.01%	Maintained
510	PIM Parasol Investment Management Westmont, Illinois	$16K	$0	1	0.01%	Maintained
511	DAM Delta Asset Management Memphis, Tennessee	$15K	$0	1	0%	Maintained
512	WEC Winslow Evans & Crocker Boston, Massachusetts	$14K	-$49.1K	1	0%	Reduced
513	Waverly Advisors Birmingham, Alabama	$13K	$0	1	0.01%	Maintained
514	Tower Research Capital (TRC) New York	$12K	-$818	1	0%	Reduced
515	WOC West Oak Capital Westlake Village, California	$11.8K	$0	1	0.01%	Maintained
516	Capital Guardian Trust Los Angeles, California	$11K	+$9.49K	1	0%	New
517	CFG CKW Financial Group Honolulu, Hawaii	$9K	$0	1	0%	Maintained
518	HI Hudock Inc Williamsport, Pennsylvania	$9K	+$8.18K	1	0.01%	New
519	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$9K	+$8.18K	1	0%	New
520	LNB Ledyard National Bank	$8K	$0	1	0%	Maintained
521	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.47K	$0	1	0%	Maintained
522	NCM Nelson Capital Management Menlo Park, California	$7K	$0	1	0%	Maintained
523	PTC Private Trust Company Cleveland, Ohio	$7K	-$1.64K	1	0%	Reduced
524	Evercore Wealth Management New York	$6K	+$5.56K	1	0%	New
525	OC Oakworth Capital Birmingham, Alabama	$6K	$0	1	0%	Maintained