← 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	GCP GSA Capital Partners London, United Kingdom	$2.1M	+$770K	2	0.11%	Increased
577	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.07M	+$1.95M	1	0.15%	New
578	ICRM Insight Capital Research & Management Walnut Creek, California	$2.03M	+$1.91M	1	1.14%	New
579	MML Investors Services Springfield, Massachusetts	$2.02M	+$1.99M	2	0.04%	New
580	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.99M	$0	2	2.75%	Maintained
581	Scotia Capital Toronto, Ontario, Canada	$1.97M	-$240K	2	0.03%	Reduced
582	Silvercrest Asset Management New York	$1.96M	+$249K	2	0.02%	Increased
583	LJAC L.J. Altfest & Co New York	$1.93M	-$2.95K	1	0.77%	Reduced
584	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.93M	-$452K	2	0.01%	Reduced
585	NCM Narwhal Capital Management Marietta, Georgia	$1.88M	+$116K	2	0.52%	Increased
586	IAM Integre Asset Management New York	$1.86M	-$6.03M	1	1.08%	Reduced
587	Everett Harris & Co Los Angeles, California	$1.84M	-$214K	1	0.06%	Reduced
588	PIM Partner Investment Management San Francisco, California	$1.83M	+$1.73M	1	2.23%	New
589	ACM Ativo Capital Management Chicago, Illinois	$1.83M	+$50K	1	0.45%	Increased
590	DBT Dubuque Bank & Trust Dubuque, Iowa	$1.78M	+$1.68M	1	0.4%	New
591	JGC J. Goldman & Co New York	$1.78M	+$1.68M	1	0.09%	New
592	Nippon Life Insurance Tokyo, Japan	$1.77M	$0	2	0.03%	Maintained
593	FCI Financial Counselors Inc Overland Park, Kansas	$1.75M	+$305	1	0.09%	Increased
594	Marshall Wace London, United Kingdom	$1.73M	-$7.21M	1	0.08%	Reduced
595	HIM Hutchens Investment Management Concord, New Hampshire	$1.71M	-$5.6K	1	1.53%	Reduced
596	Synovus Financial Columbus, Georgia	$1.68M	-$82K	1	0.04%	Reduced
597	Nikko Asset Management Americas New York	$1.68M	+$683K	2	0.12%	Increased
598	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.66M	+$299K	2	0.26%	Increased
599	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.65M	+$605K	2	0.1%	Increased
600	Atria Investments Charlotte, North Carolina	$1.65M	+$62.2K	2	0.11%	Increased