← 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	ACM Aviance Capital Management Sarasota, Florida	$2.47M	+$57.1K	2	0.07%	Increased
552	MCG Meru Capital Group New York	$2.47M	$0	1	0.69%	Maintained
553	CCB Cutter & Co Brokerage Ballwin, Missouri	$2.43M	+$121K	2	1.06%	Increased
554	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.42M	+$1.1M	1	0.16%	Increased
555	HM Payson & Co Portland, Maine	$2.4M	+$133K	1	0.12%	Increased
556	Glenmede Trust Philadelphia, Pennsylvania	$2.31M	+$215K	2	0.01%	Increased
557	Silvercrest Asset Management New York	$2.3M	+$305K	2	0.03%	Increased
558	Everett Harris & Co Los Angeles, California	$2.23M	-$78K	1	0.08%	Reduced
559	Eagle Capital Management (New York) New York	$2.21M	-$4.58M	1	0.01%	Reduced
560	PRA Parametric Risk Advisors Westport, Connecticut	$2.2M	-$9.13M	1	0.15%	Reduced
561	AF Ally Financial Detroit, Michigan	$2.19M	-$3.18M	1	0.38%	Reduced
562	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.18M	-$5.23M	2	0.15%	Reduced
563	BP BBR Partners New York	$2.15M	+$451K	1	0.36%	Increased
564	Sustainable Growth Advisers Stamford, Connecticut	$2.14M	$0	1	0.04%	Maintained
565	Laird Norton Wetherby Wealth Management San Francisco, California	$2.14M	+$941K	2	0.43%	Increased
566	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$2.13M	+$338K	1	2.1%	Increased
567	Polen Capital Management Boca Raton, Florida	$2.13M	+$260K	2	0.03%	Increased
568	Central Trust Company Jefferson City, Missouri	$2.13M	+$1.73M	2	0.16%	Increased
569	PP Paloma Partners Greenwich, Connecticut	$2.1M	+$805K	1	0.03%	Increased
570	QS Investors New York	$2.06M	-$462K	2	0.02%	Reduced
571	PAM Prudence Asset Management Hong Kong	$2.06M	+$1.55M	2	1.54%	Increased
572	LG Leuthold Group Minneapolis, Minnesota	$2.04M	+$1.53M	2	0.21%	Increased
573	KAM Kazazian Asset Management Fort Lauderdale, Florida	$2.03M	$0	2	3.38%	Maintained
574	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$1.99M	+$769K	2	0.84%	Increased
575	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.99M	-$16.4M	1	0.47%	Reduced