← 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
526	QAM QCI Asset Management Pittsford, New York	$6K	$0	1	0%	Maintained
527	TCI Wealth Advisors Tucson, Arizona	$6K	$0	1	0%	Maintained
528	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$4K	+$3.27K	1	0%	New
529	DBT Dubuque Bank & Trust Dubuque, Iowa	$4K	$0	1	0%	Maintained
530	Flow Traders U.S. New York	$4K	+$3.11K	1	0%	New
531	HFM Hartford Financial Management Hartford, Connecticut	$4K	+$3.93K	1	0%	New
532	PAS Partnervest Advisory Services Santa Barbara, California	$4K	-$2.13K	1	0%	Reduced
533	RNS Robert N. Shapiro	$4K	$0	1	0%	Maintained
534	FCCM First City Capital Management Savannah, Georgia	$3.74K	$0	1	0%	Maintained
535	CAM ClariVest Asset Management San Diego, California	$3K	+$2.46K	1	0%	New
536	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained
537	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2K	$0	1	0%	Maintained
538	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2K	$0	1	0%	Maintained
539	SAM Shamrock Asset Management Dallas, Texas	$1K	-$254K	1	0%	Reduced
540	1GA 1st Global Advisors Dallas, Texas	$0	-$456K	0	–	Closed
541	AP Advisors Preferred Rockville, Maryland	$0	-$30.5K	0	–	Closed
542	Allstate Corporation Northbrook, Illinois	$0	-$14.8M	0	–	Closed
543	ARTA A.R.T. Advisors New York	$0	-$4.1M	0	–	Closed
544	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$22K	0	–	Closed
545	ACM Aviance Capital Management Sarasota, Florida	$0	-$348K	0	–	Closed
546	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$31.2M	0	–	Closed
547	BCM BBT Capital Management Fort Worth, Texas	$0	-$835K	0	–	Closed
548	BA Birinyi Associates Westport, Connecticut	$0	-$305K	0	–	Closed
549	Capital Fund Management (CFM) Paris, France	$0	-$1.38M	0	–	Closed
550	CCP Clarkston Capital Partners Rochester, Michigan	$0	-$2.28M	0	–	Closed