← 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	SM Seminole Management New York	$6.79M	+$6.37M	1	1.46%	New
552	SW SVB Wealth Boston, Massachusetts	$6.79M	+$1.51M	2	0.26%	Increased
553	CIBC World Market Toronto, Ontario, Canada	$6.76M	-$1.19M	1	0.03%	Reduced
554	Montag & Associates Atlanta, Georgia	$6.61M	+$5.48M	2	0.71%	Increased
555	Polen Capital Management Boca Raton, Florida	$6.59M	+$2.78M	2	0.05%	Increased
556	LPU Lansdowne Partners (UK) London, United Kingdom	$6.55M	-$1.97M	1	0.07%	Reduced
557	Flossbach Von Storch Cologne, Germany	$6.54M	-$2M	1	0.07%	Reduced
558	CI Cigna Investments Bloomfield, Connecticut	$6.52M	+$43.4K	2	0.43%	Increased
559	South Texas Money Management San Antonio, Texas	$6.44M	+$6.05M	1	0.31%	New
560	Glenmede Trust Philadelphia, Pennsylvania	$6.42M	+$790K	2	0.03%	Increased
561	MFS Monetta Financial Services Wheaton, Illinois	$6.39M	$0	1	3.47%	Maintained
562	PP Paloma Partners Greenwich, Connecticut	$6.26M	+$4.17M	2	0.09%	Increased
563	KeyBank National Association Cleveland, Ohio	$6.26M	-$622K	2	0.04%	Reduced
564	DP Delta Partners Boston, Massachusetts	$6.23M	+$964K	1	7.91%	Increased
565	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$6.22M	+$5.92M	1	1.47%	New
566	TBA Train Babcock Advisors New York	$6.17M	-$52.7K	2	3.44%	Reduced
567	DAC Dymon Asia Capital Singapore	$6.15M	+$5.53M	2	12.7%	New
568	SAM Shikiar Asset Management New York	$6.04M	+$3.37M	1	2.63%	Increased
569	GJIC Gamble Jones Investment Counsel Pasadena, California	$6.02M	-$147K	1	0.62%	Reduced
570	RE RBC Europe London, United Kingdom	$6.01M	+$5.59M	2	0.79%	New
571	Rathbones Group Liverpool, United Kingdom	$5.85M	-$395K	2	0.25%	Reduced
572	Brinker Capital Berwyn, Pennsylvania	$5.85M	+$1.15M	2	0.24%	Increased
573	IFP Advisors Tampa, Florida	$5.82M	+$596K	2	0.23%	Increased
574	PL Parkwood LLC Cleveland, Ohio	$5.82M	-$3.89M	1	0.87%	Reduced
575	HIC Hartline Investment Corp Winnetka, Illinois	$5.76M	+$2.19M	2	1.74%	Increased