← 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
551	Bank of Nova Scotia Toronto, Ontario, Canada	$1.75M	+$1.42M	1	0%	Increased
552	TD Waterhouse Canada Toronto, Ontario, Canada	$1.74M	-$1.58M	2	0%	Reduced
553	Principal Securities Des Moines, Iowa	$1.73M	-$793K	2	0.02%	Reduced
554	Guggenheim Capital Chicago, Illinois	$1.72M	-$44.1K	2	0.01%	Reduced
555	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$1.71M	+$399K	1	0.62%	Increased
556	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$1.71M	+$488K	1	0.29%	Increased
557	Independent Advisor Alliance Charlotte, North Carolina	$1.68M	-$146K	1	0.04%	Reduced
558	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1.67M	-$405K	2	0.13%	Reduced
559	Wedbush Securities Los Angeles, California	$1.66M	+$138K	1	0.04%	Increased
560	Davenport & Co Richmond, Virginia	$1.66M	-$64.6K	1	0.01%	Reduced
561	IIA IPG Investment Advisors San Diego, California	$1.65M	+$1.05M	1	0.24%	Increased
562	MAM Mystic Asset Management Warwick, Rhode Island	$1.63M	+$50.1K	1	0.35%	Increased
563	Merit Financial Group Alpharetta, Georgia	$1.61M	-$20K	2	0.01%	Reduced
564	Advisors Capital Management Ridgewood, New Jersey	$1.6M	-$1.03M	1	0.02%	Reduced
565	PI PFG Investments Woodbury, New York	$1.6M	+$568K	2	0.06%	Increased
566	AA Altman Advisors Chicago, Illinois	$1.59M	+$464K	1	0.57%	Increased
567	MA Mutual Advisors Omaha, Nebraska	$1.58M	+$1.18M	1	0.03%	Increased
568	Phoenix Financial Givatayim, Israel	$1.58M	+$715K	1	0.01%	Increased
569	GAAM Guinness Atkinson Asset Management Pasadena, California	$1.57M	$0	2	0.7%	Maintained
570	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.56M	-$3.09M	1	0.01%	Reduced
571	GTS Securities Miami, Florida	$1.56M	+$549K	2	0.03%	Increased
572	Miracle Mile Advisors Los Angeles, California	$1.56M	+$34.3K	2	0.02%	Increased
573	EFH Eaton Financial Holdings Coral Springs, Florida	$1.52M	+$380K	2	0.42%	Increased
574	Wealthspire Advisors (New York) New York	$1.51M	+$1.18M	1	0.01%	Increased
575	NIWA New Insight Wealth Advisors San Ramon, California	$1.5M	-$30.4K	1	0.44%	Reduced