← 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	Fifth Third Bancorp Cincinnati, Ohio	$8.61M	+$507K	2	0.06%	Increased
502	OGC Oak Grove Capital North Hampton, New Hampshire	$8.6M	+$8.94M	2	8.93%	New
503	MIP Marietta Investment Partners Milwaukee, Wisconsin	$8.53M	-$27.8K	1	2.43%	Reduced
504	Altimeter Capital Management Boston, Massachusetts	$8.49M	+$3.11M	2	0.45%	Increased
505	BPB Badgley, Phelps & Bell Seattle, Washington	$8.46M	-$67.5K	2	0.58%	Reduced
506	Salem Investment Counselors Winston Salem, North Carolina	$8.13M	+$681K	2	0.88%	Increased
507	CIC Chase Investment Counsel Charlottesville, Virginia	$7.94M	-$260K	1	4.18%	Reduced
508	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$7.94M	+$853K	1	1.67%	Increased
509	SW SVB Wealth Boston, Massachusetts	$7.92M	+$1.23M	2	0.3%	Increased
510	Capital Fund Management (CFM) Paris, France	$7.91M	+$8.26M	1	0.04%	New
511	Oberweis Asset Management Lisle, Illinois	$7.91M	-$34K	2	1.85%	Reduced
512	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$7.91M	+$3.58K	2	0.75%	Increased
513	IC Inverness Counsel New York	$7.85M	+$8.2M	1	0.49%	New
514	ANI American National Insurance Galveston, Texas	$7.79M	$0	2	0.39%	Maintained
515	Sentry Investments Toronto, Ontario, Canada	$7.68M	+$6.54M	1	0.1%	Increased
516	CWM Catamount Wealth Management Westport, Connecticut	$7.64M	-$896	1	4.27%	Reduced
517	HGI Hansberger Growth Investors Madison, Wisconsin	$7.63M	-$122K	1	10.11%	Reduced
518	HIC Hartline Investment Corp Winnetka, Illinois	$7.45M	+$1.91M	2	2.06%	Increased
519	RSS Rosenblum Silverman Sutton San Francisco, California	$7.45M	+$187K	1	2.67%	Increased
520	BIA Biondo Investment Advisors Milford, Pennsylvania	$7.44M	+$33.1K	1	1.88%	Increased
521	KeyBank National Association Cleveland, Ohio	$7.43M	+$1.47M	2	0.04%	Increased
522	SCM Segantii Capital Management Hong Kong	$7.33M	+$4.93M	1	2.25%	Increased
523	Shelton Capital Management Denver, Colorado	$7.27M	+$527K	2	0.47%	Increased
524	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$7.16M	+$6.71M	2	1.63%	Increased
525	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$7.12M	+$857K	1	2.71%	Increased