← 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
576	ALPS Advisors Denver, Colorado	$639K	-$48.4K	1	0.01%	Reduced
577	EWP Edmunds White Partners Richmond, Virginia	$638K	+$644K	1	0.92%	New
578	Freestone Capital Holdings Seattle, Washington	$638K	-$249K	1	0.11%	Reduced
579	Prudential plc London, England, United Kingdom	$633K	+$613K	1	0%	New
580	HCM Hollencrest Capital Management Newport Beach, California	$615K	-$26.6K	1	0.08%	Reduced
581	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$605K	+$611K	1	0.35%	New
582	LCS Levin Capital Strategies New York	$603K	+$610K	1	0.01%	New
583	NFG Next Financial Group Houston, Texas	$602K	+$362K	2	0.12%	Increased
584	HC HHG & Company Darien, Connecticut	$590K	$0	1	0.19%	Maintained
585	MC Mathes Company New York	$589K	$0	1	0.3%	Maintained
586	GAG GM Advisory Group Melville, New York	$586K	+$593K	1	0.44%	New
587	ETrade Capital Management Arlington, Virginia	$574K	+$156K	1	0.04%	Increased
588	GIM Groesbeck Investment Management Paramus, New Jersey	$560K	$0	1	0.27%	Maintained
589	HPCM High Pointe Capital Management Chicago, Illinois	$546K	$0	1	0.24%	Maintained
590	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$536K	+$519K	1	0.2%	New
591	Douglass Winthrop Advisors New York	$535K	$0	1	0.05%	Maintained
592	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$531K	+$515K	1	0.4%	New
593	CGI Caerus Global Investors New York	$524K	+$530K	1	0.33%	New
594	Lockheed Martin Investment Management Bethesda, Maryland	$524K	-$1.25M	1	0.02%	Reduced
595	BP BBR Partners New York	$515K	+$521K	1	0.08%	New
596	DD Dominick & Dominick New York	$513K	+$518K	1	0.25%	New
597	EWM Endurance Wealth Management Providence, Rhode Island	$507K	+$273K	2	0.09%	Increased
598	IIM Ipswich Investment Management Beverly, Massachusetts	$506K	$0	1	0.22%	Maintained
599	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$504K	+$358K	2	0.14%	Increased
600	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$501K	+$42.1K	1	0.16%	Increased