← 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	SAM SignalPoint Asset Management Springfield, Missouri	$1.51M	$0	1	0.63%	Maintained
552	BA BKS Advisors Southfield, Michigan	$1.46M	+$418K	2	0.7%	Increased
553	PL Parkwood LLC Cleveland, Ohio	$1.44M	-$4.09M	1	0.2%	Reduced
554	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.42M	+$189K	1	0.33%	Increased
555	NAM NTV Asset Management Charleston, West Virginia	$1.42M	+$34.4K	1	0.42%	Increased
556	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.41M	-$1.14M	2	0.04%	Reduced
557	Ronald Blue & Co Roswell, Georgia	$1.4M	+$278K	2	0.07%	Increased
558	PWP Private Wealth Partners Mill Valley, California	$1.38M	-$32.7K	1	0.31%	Reduced
559	TCP TAMRO Capital Partners Alexandria, Virginia	$1.38M	-$61K	1	0.12%	Reduced
560	CI Constellation Investments Montgomery, Ohio	$1.37M	+$5.12K	1	0.26%	Increased
561	Group One Trading Chicago, Illinois	$1.37M	-$1.55M	1	0.02%	Reduced
562	ING Group Amsterdam, Netherlands	$1.37M	-$10.7M	1	0.01%	Reduced
563	Wedbush Securities Los Angeles, California	$1.36M	+$75.1K	2	0.25%	Increased
564	Synovus Financial Columbus, Georgia	$1.36M	+$355K	2	0.03%	Increased
565	GIA Granite Investment Advisors Concord, New Hampshire	$1.35M	+$1.41M	1	0.24%	New
566	CCC Chelsea Counsel Company Los Angeles, California	$1.33M	-$27.7K	2	0.3%	Reduced
567	CAM Chesapeake Asset Management New York	$1.33M	+$1.39M	1	0.98%	New
568	NIMI Natixis Investment Managers International Paris, France	$1.32M	+$1.37M	1	0.16%	New
569	CIP Champlain Investment Partners Burlington, Vermont	$1.28M	+$1.34M	1	0.02%	New
570	IA Icon Advisers Greenwood Village, Colorado	$1.27M	+$1.33M	1	0.08%	New
571	AIM Allen Investment Management New York	$1.27M	+$519K	1	0.12%	Increased
572	CS Comerica Securities Detroit, Michigan	$1.27M	+$48.6K	2	0.31%	Increased
573	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.24M	-$299K	1	0.31%	Reduced
574	TC TradeLink Capital Chicago, Illinois	$1.23M	+$1.28M	2	1.83%	New
575	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.23M	$0	1	0.35%	Maintained