← 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	Glenmede Trust Philadelphia, Pennsylvania	$1.04M	-$509K	2	0.01%	Reduced
602	Arete Wealth Advisors Chicago, Illinois	$1.04M	+$602	1	0.7%	Increased
603	FC FIC Capital New York	$1.03M	+$1.08M	1	0.41%	New
604	Adell Harriman & Carpenter Houston, Texas	$1.03M	+$500K	1	0.27%	Increased
605	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.03M	$0	1	0.5%	Maintained
606	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.02M	-$38.7K	1	0.23%	Reduced
607	Gabelli Funds Rye, New York	$1.02M	-$545K	2	0.01%	Reduced
608	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.02M	+$109K	1	0.28%	Increased
609	People's United Financial Bridgeport, Connecticut	$1.02M	+$120K	1	0.05%	Increased
610	HBK Investments Dallas, Texas	$1.02M	-$2.76M	1	0.01%	Reduced
611	BBCM Boardman Bay Capital Management New York	$1.02M	+$202K	1	0.77%	Increased
612	Windward Capital Management Los Angeles, California	$1.02M	$0	1	0.27%	Maintained
613	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.01M	+$744K	1	0.99%	Increased
614	MSI Financial Services Springfield, Massachusetts	$1.01M	+$83.1K	2	0.07%	Increased
615	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$1.01M	+$97.2K	1	0.2%	Increased
616	Clarkston Capital Partners Rochester, Michigan	$1M	+$1.03M	1	0.1%	New
617	Moody National Bank Trust Division Galveston, Texas	$988K	$0	1	0.07%	Maintained
618	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$979K	-$103K	2	0.18%	Reduced
619	Hanson & Doremus Investment Management Burlington, Vermont	$971K	-$4.09K	1	0.41%	Reduced
620	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$966K	+$223K	1	0.75%	Increased
621	NWAM LLC Mercer Island, Washington	$946K	-$142K	2	0.4%	Reduced
622	Ancora Advisors Cleveland, Ohio	$939K	+$973K	2	0.11%	New
623	PIM Partner Investment Management San Francisco, California	$938K	+$964K	1	1.32%	New
624	FWM Frontier Wealth Management Kansas City, Missouri	$927K	+$324K	2	0.14%	Increased
625	QC QCM Cayman Houston, Texas	$927K	+$57.1K	1	0.35%	Increased