← 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
601	NAM NTV Asset Management Charleston, West Virginia	$1.35M	-$239K	1	0.13%	Reduced
602	AGM Alpine Global Management New York	$1.34M	+$1.67M	3	0.22%	New
603	TLCM Twin Lakes Capital Management Redwood Shores, California	$1.34M	+$45.3K	1	0.51%	Increased
604	Capital International Sarl Los Angeles, California	$1.33M	+$459K	1	0.02%	Increased
605	NL NKCFO LLC Geneva, Illinois	$1.32M	$0	1	0.4%	Maintained
606	TVWM Tower View Wealth Management Shorewood, Wisconsin	$1.32M	+$5.2K	1	0.58%	Increased
607	World Investment Advisors Santa Barbara, California	$1.31M	+$1.63K	1	0.02%	Increased
608	WC Wynn Capital Augusta, Georgia	$1.29M	+$10.9K	1	0.58%	Increased
609	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$1.29M	+$67.7K	2	0.32%	Increased
610	SP Stablepoint Partners Braintree, Massachusetts	$1.26M	+$2.63K	1	0.17%	Increased
611	KFP KMG Fiduciary Partners Toledo, Ohio	$1.26M	+$104K	1	0.12%	Increased
612	Readystate Asset Management Chicago, Illinois	$1.25M	+$37.6K	1	0.04%	Increased
613	1WA 180 Wealth Advisors Federal Way, Washington	$1.23M	+$398K	2	0.12%	Increased
614	CP Cornerstone Planning Charlotte, North Carolina	$1.22M	+$56.7K	1	0.28%	Increased
615	SC Sierra Capital Miami, Florida	$1.22M	$0	1	0.12%	Maintained
616	RWPA Richard W. Paul & Associates Novi, Michigan	$1.21M	+$318K	1	0.37%	Increased
617	FMI Frec Markets Inc San Francisco, California	$1.21M	+$172K	1	0.11%	Increased
618	CFM Comprehensive Financial Management Los Gatos, California	$1.21M	$0	1	0.04%	Maintained
619	BC BIT Capital Berlin, Germany	$1.2M	+$785K	1	0.04%	Increased
620	Silvercrest Asset Management New York	$1.2M	-$518	2	0.01%	Reduced
621	NP NS Partners London, United Kingdom	$1.19M	+$1.29M	1	0.05%	New
622	Jupiter Asset Management London, United Kingdom	$1.19M	-$4.05M	1	0.01%	Reduced
623	JA JVL Associates Wyoming, Michigan	$1.18M	$0	1	0.34%	Maintained
624	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.17M	-$646K	1	0.07%	Reduced
625	VWM Venturi Wealth Management Austin, Texas	$1.16M	+$170K	3	0.04%	Increased