← 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	SSG Summit Securities Group New York	$1.02M	+$1.08M	1	0.54%	New
577	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.01M	-$6.57K	2	0.07%	Reduced
578	TCA Teewinot Capital Advisers New York	$1.01M	-$123K	1	0.82%	Reduced
579	MAM Majedie Asset Management London, United Kingdom	$1M	$0	1	0.17%	Maintained
580	Raymond James Trust St. Petersburg, Florida	$984K	-$61.8K	2	0.09%	Reduced
581	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$980K	-$6.15K	1	0.44%	Reduced
582	Atria Investments Charlotte, North Carolina	$967K	-$29.5K	2	0.1%	Reduced
583	Cetera Advisor Networks El Segundo, California	$959K	-$30.6K	2	0.06%	Reduced
584	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$959K	-$205K	2	0.09%	Reduced
585	North Star Asset Management Neenah, Wisconsin	$953K	+$938K	1	0.11%	New
586	Wedbush Securities Los Angeles, California	$947K	-$21.5K	2	0.16%	Reduced
587	ANRIA American National Registered Investment Advisor Galveston, Texas	$942K	-$39.1K	1	0.44%	Reduced
588	SB Simmons Bank Pine Bluff, Arkansas	$942K	-$50.1K	1	0.1%	Reduced
589	LAM Lebenthal Asset Management New York	$937K	+$922K	1	0.12%	New
590	LH Lebenthal Holdings New York	$937K	-$501K	1	0.12%	Reduced
591	FC FIC Capital New York	$923K	-$36K	1	0.44%	Reduced
592	MNBTD Moody National Bank Trust Division Galveston, Texas	$915K	-$39.1K	1	0.05%	Reduced
593	Sterling Capital Management Charlotte, North Carolina	$913K	+$366K	2	0.01%	Increased
594	CCM Compton Capital Management Providence, Rhode Island	$912K	+$102K	1	0.51%	Increased
595	Pinnacle Associates New York	$902K	+$23.2K	1	0.02%	Increased
596	Sigma Planning Corp Ann Arbor, Michigan	$887K	-$1.04M	2	0.12%	Reduced
597	Nippon Life Insurance Tokyo, Japan	$886K	-$1.11M	2	0.02%	Reduced
598	FIB First Interstate Bank Billings, Montana	$885K	$0	1	0.18%	Maintained
599	Laird Norton Wetherby Wealth Management San Francisco, California	$875K	+$575K	2	0.19%	Increased
600	Picton Mahoney Asset Management Toronto, Ontario, Canada	$873K	-$530K	1	0.05%	Reduced