← 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	Alpha Cubed Investments Irvine, California	$2.29M	+$744K	2	0.61%	Increased
502	P Pitcairn Conshohocken, Pennsylvania	$2.28M	+$74.5K	2	0.26%	Increased
503	WSCM Wellington Shields Capital Management New York	$2.26M	+$318K	1	0.35%	Increased
504	PointState Capital New York	$2.25M	+$632K	1	0.03%	Increased
505	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.24M	-$1.53M	1	0.08%	Reduced
506	ArrowMark Colorado Holdings Denver, Colorado	$2.24M	+$602K	1	0.05%	Increased
507	T TOBAM Paris, France	$2.22M	+$1.71M	1	0.08%	Increased
508	PRC Platte River Capital Denver, Colorado	$2.2M	-$112K	1	1.11%	Reduced
509	CIBC Private Wealth Group Atlanta, Georgia	$2.14M	+$2.2M	1	0.02%	New
510	Ballentine Partners Waltham, Massachusetts	$2.14M	+$1.95M	1	0.21%	Increased
511	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$2.14M	-$3.09K	1	0.21%	Reduced
512	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.13M	+$2.22M	1	0.15%	New
513	BKA Brick & Kyle Associates Newtown, Pennsylvania	$2.1M	-$17.8K	1	1.76%	Reduced
514	CCM Connective Capital Management Palo Alto, California	$2.05M	+$155K	1	4.33%	Increased
515	LH Lebenthal Holdings New York	$2.01M	+$1.45M	1	0.41%	Increased
516	WCP Welch Capital Partners Harrison, New York	$2.01M	+$2.1M	1	0.6%	New
517	Cambridge Investment Research Advisors Fairfield, Iowa	$2M	+$28K	1	0.06%	Increased
518	ICOA Investment Centers of America Bismarck, North Dakota	$2M	+$1.28K	2	0.3%	Increased
519	ECM Empire Capital Management Westport, Connecticut	$1.99M	+$2.05M	1	1.15%	New
520	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$1.99M	+$1.06M	1	0.3%	Increased
521	GAMA Graticule Asia Macro Advisors New York	$1.97M	+$2.06M	1	0.1%	New
522	SCM Stevens Capital Management Radnor, Pennsylvania	$1.96M	+$273K	2	0.07%	Increased
523	BAS Brown Advisory Securities Baltimore, Maryland	$1.93M	+$17.7K	2	0.64%	Increased
524	MCM Murphy Capital Management Bedminster, New Jersey	$1.92M	-$596K	2	0.29%	Reduced
525	YIA YHB Investment Advisors West Hartford, Connecticut	$1.92M	+$245K	1	0.42%	Increased