← 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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$5.58M	+$485K	2	0.38%	Increased
527	CWM Catamount Wealth Management Westport, Connecticut	$5.52M	+$4.83M	1	3.36%	Increased
528	BCM Bluefin Capital Management New York	$5.42M	+$4.75M	1	0.59%	New
529	GTP Global Thematic Partners New York	$5.39M	$0	1	0.17%	Maintained
530	Oberweis Asset Management Lisle, Illinois	$5.27M	+$14.8K	1	1.45%	Increased
531	FFA First Foundation Advisors Irvine, California	$5.26M	+$3.45M	1	0.31%	Increased
532	KeyBank National Association Cleveland, Ohio	$5.21M	-$265K	2	0.03%	Reduced
533	MFS Monetta Financial Services Wheaton, Illinois	$5.21M	+$3.33M	1	2.93%	Increased
534	FLII First Long Island Investors Jericho, New York	$5.21M	+$5.28M	1	0.81%	New
535	CI Cigna Investments Bloomfield, Connecticut	$5.13M	$0	2	0.35%	Maintained
536	Rathbones Group Liverpool, United Kingdom	$5.08M	+$287K	2	0.23%	Increased
537	GJIC Gamble Jones Investment Counsel Pasadena, California	$5.04M	-$114K	1	0.53%	Reduced
538	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$5.02M	+$4.4M	1	1.21%	New
539	FA FDx Advisors Chicago, Illinois	$4.99M	+$1.89M	2	0.15%	Increased
540	TBA Train Babcock Advisors New York	$4.96M	-$138K	2	2.15%	Reduced
541	GIM Guild Investment Management Los Angeles, California	$4.95M	+$4.34M	1	5.32%	New
542	PNAA Pictet North America Advisors Geneva 73, Switzerland	$4.95M	+$5.01M	1	0.82%	New
543	AR Advisory Research Chicago, Illinois	$4.77M	+$3.88M	1	0.08%	Increased
544	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$4.69M	-$309K	2	0.66%	Reduced
545	Braun Stacey Associates New York	$4.65M	+$941K	1	0.3%	Increased
546	Regions Financial Corp Birmingham, Alabama	$4.62M	-$243K	2	0.05%	Reduced
547	Salem Investment Counselors Winston Salem, North Carolina	$4.6M	+$525K	2	0.53%	Increased
548	Advisors Asset Management Monument, Colorado	$4.58M	-$3.83M	2	0.08%	Reduced
549	Lockheed Martin Investment Management Bethesda, Maryland	$4.57M	+$2.67M	2	0.25%	Increased
550	BPCA Bank Pictet & Cie (Asia) Singapore	$4.55M	-$35.8K	2	2.16%	Reduced