← 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	Brinker Capital Berwyn, Pennsylvania	$3.7M	-$109K	1	0.17%	Reduced
577	CIBC World Markets New York	$3.67M	+$3.72M	1	0.04%	New
578	Altimeter Capital Management Boston, Massachusetts	$3.63M	+$3.18M	1	0.15%	New
579	GCP GSA Capital Partners London, United Kingdom	$3.62M	+$1.04M	2	0.24%	Increased
580	CCS Crosspoint Capital Strategies Orinda, California	$3.62M	+$3.17M	1	3.16%	New
581	MAM Morse Asset Management Darien, Connecticut	$3.6M	+$549K	1	1.17%	Increased
582	Burney Company Reston, Virginia	$3.55M	-$609K	2	0.23%	Reduced
583	Tudor Investment Corp Stamford, Connecticut	$3.55M	-$22.6M	2	0.11%	Reduced
584	PAM Private Asset Management San Diego, California	$3.53M	-$3.7K	1	0.57%	Reduced
585	Glenmede Trust Philadelphia, Pennsylvania	$3.5M	$0	2	0.02%	Maintained
586	FI FCM Investments Dallas, Texas	$3.46M	$0	2	2.64%	Maintained
587	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.39M	+$601K	1	0.24%	Increased
588	Synovus Financial Columbus, Georgia	$3.33M	+$984K	1	0.07%	Increased
589	PC PM Capital Sydney, Australia	$3.27M	+$272K	1	0.67%	Increased
590	KPCM Kings Point Capital Management Great Neck, New York	$3.25M	+$2.79M	2	0.76%	Increased
591	Spot Trading Chicago, Illinois	$3.2M	-$2.37M	1	0.06%	Reduced
592	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$3.19M	+$619K	1	0.94%	Increased
593	Ruffer LLP London, United Kingdom	$3.12M	+$2.73M	1	0.15%	New
594	Laird Norton Wetherby Wealth Management San Francisco, California	$3.12M	+$83.4K	2	0.53%	Increased
595	Private Advisor Group Morristown, New Jersey	$3.06M	-$1.27M	2	0.08%	Reduced
596	North Star Asset Management Neenah, Wisconsin	$3.06M	+$96.1K	1	0.31%	Increased
597	SI SII Investments Appleton, Wisconsin	$3.05M	+$912K	1	0.19%	Increased
598	AF Ally Financial Detroit, Michigan	$3.04M	$0	1	0.6%	Maintained
599	Zevenbergen Capital Investments Edmonds, Washington	$3.01M	+$58K	1	0.13%	Increased
600	MAI Capital Management Independence, Ohio	$2.99M	+$12.9K	1	0.19%	Increased