← 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	FVCM F&V Capital Management Boca Raton, Florida	$831K	-$31.7K	1	0.62%	Reduced
552	NL NWAM LLC Mercer Island, Washington	$827K	+$417K	2	0.29%	Increased
553	AL Agran Libbie Santa Monica, California	$826K	+$826K	2	0.2%	New
554	MSI Financial Services Springfield, Massachusetts	$823K	-$153K	2	0.1%	Reduced
555	FMT First Mercantile Trust Cordova, Tennessee	$807K	+$816K	1	0.07%	New
556	ClearBridge Investments New York	$804K	+$347K	2	0%	Increased
557	WAS Winch Advisory Services Appleton, Wisconsin	$801K	+$809K	1	0.51%	New
558	FPC Falcon Point Capital San Francisco, California	$795K	+$804K	1	0.67%	New
559	Wedbush Securities Los Angeles, California	$795K	+$314K	1	0.12%	Increased
560	Brookstone Capital Management Wheaton, Illinois	$789K	-$23K	1	0.15%	Reduced
561	Tocqueville Asset Management New York	$784K	+$695K	1	0.01%	Increased
562	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$775K	+$421K	1	0.17%	Increased
563	PMG ProVise Management Group Clearwater, Florida	$768K	+$64.5K	1	0.17%	Increased
564	Saturna Capital Bellingham, Washington	$764K	$0	1	0.02%	Maintained
565	BHA Beech Hill Advisors New York	$760K	+$253K	1	0.36%	Increased
566	Wasatch Advisors Salt Lake City, Utah	$759K	+$767K	1	0.01%	New
567	Old National Bancorp Evansville, Indiana	$753K	+$12.1K	1	0.05%	Increased
568	MC Moors & Cabot Boston, Massachusetts	$744K	+$748K	1	0.13%	New
569	Bradley Foster & Sargent Hartford, Connecticut	$739K	-$201K	1	0.04%	Reduced
570	NVIM New Vernon Investment Management Highland Park, Illinois	$720K	+$127K	1	0.59%	Increased
571	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$702K	+$156K	2	0.02%	Increased
572	LCP Legacy Capital Partners Milwaukee, Wisconsin	$693K	-$58.1K	1	0.46%	Reduced
573	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$658K	+$114K	2	0.02%	Increased
574	Apex Capital Management Dayton, Ohio	$648K	$0	1	0.02%	Maintained
575	Envestnet Asset Management Chicago, Illinois	$648K	+$204K	2	0.01%	Increased