← 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	AssetMark Inc Concord, California	$1.61M	+$131K	2	0.03%	Increased
527	Sustainable Growth Advisers Stamford, Connecticut	$1.61M	-$9.16K	1	0.03%	Reduced
528	Glenmede Trust Philadelphia, Pennsylvania	$1.58M	-$16.5K	2	0.01%	Reduced
529	CAM Chesapeake Asset Management New York	$1.57M	-$3.04M	1	1.28%	Reduced
530	Wasatch Advisors Salt Lake City, Utah	$1.55M	-$141K	1	0.02%	Reduced
531	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.55M	-$711K	2	0.2%	Reduced
532	CFP Cornerstone Financial Partners Huntersville, North Carolina	$1.53M	-$1.58M	2	0.54%	Reduced
533	CCP Cardan Capital Partners Denver, Colorado	$1.52M	+$27.7K	1	0.37%	Increased
534	Polen Capital Management Boca Raton, Florida	$1.51M	+$565K	2	0.02%	Increased
535	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$1.51M	-$157	1	18.7%	Reduced
536	1GA 1st Global Advisors Dallas, Texas	$1.5M	+$131K	2	0.21%	Increased
537	GTP Global Thematic Partners New York	$1.47M	-$23.5M	1	0.04%	Reduced
538	LJAC L.J. Altfest & Co New York	$1.44M	+$1.42M	1	1.01%	New
539	P Pitcairn Conshohocken, Pennsylvania	$1.42M	-$629K	1	0.18%	Reduced
540	Tudor Investment Corp Stamford, Connecticut	$1.41M	-$4.3M	1	0.03%	Reduced
541	GL GLG LLC New York	$1.4M	$0	1	0.11%	Maintained
542	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.4M	+$29.5K	2	0.33%	Increased
543	SAM SignalPoint Asset Management Springfield, Missouri	$1.39M	+$10.3K	2	0.58%	Increased
544	ED Exane Derivatives Paris, France	$1.39M	+$911K	1	0.23%	Increased
545	RGC Roberts, Glore & Co Deerfield, Illinois	$1.36M	+$180K	2	1.03%	Increased
546	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.36M	+$5.27K	2	0.77%	Increased
547	QIM Quantitative Investment Management Charlottesville, Virginia	$1.35M	+$1.33M	1	0.06%	New
548	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$1.34M	+$106K	2	0.67%	Increased
549	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$1.31M	-$124K	1	1.4%	Reduced
550	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.29M	+$21.8K	1	1.09%	Increased