← 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	Suntrust Banks Atlanta, Georgia	$869K	-$687K	1	0.01%	Reduced
602	BFG Beacon Financial Group Dallas, Texas	$857K	+$7.55K	1	0.19%	Increased
603	FWM Focused Wealth Management Newburgh, New York	$857K	-$75.3K	2	0.39%	Reduced
604	CCC Chelsea Counsel Company Los Angeles, California	$832K	$0	2	0.38%	Maintained
605	DG Davidson & Garrard Lynchburg, Virginia	$816K	+$15.7K	1	0.2%	Increased
606	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$815K	+$75.5K	1	0.2%	Increased
607	Ameritas Investment Partners Lincoln, Nebraska	$799K	+$39.5K	1	0.05%	Increased
608	GPCM Granite Point Capital Management Boston, Massachusetts	$795K	+$783K	1	0.34%	New
609	BCM Bayesian Capital Management Brooklyn, New York	$790K	+$234K	1	0.47%	Increased
610	HRC Hoertkorn Richard Charles	$782K	$0	1	0.62%	Maintained
611	CBB Citizens Business Bank Ontario, California	$776K	+$825K	1	0.15%	New
612	EFS Essex Financial Services Essex, Connecticut	$775K	+$74K	1	0.19%	Increased
613	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$764K	+$766K	1	0.36%	New
614	PAA Peregrine Asset Advisers Portland, Oregon	$762K	-$95.5K	2	0.51%	Reduced
615	TMC Trellus Management Company Delray Beach, Florida	$756K	$0	1	1.23%	Maintained
616	FHC First Heartland Consultants Lake St. Louis, Missouri	$753K	-$153K	1	0.08%	Reduced
617	FC Farley Capital New York	$751K	+$799K	1	1.17%	New
618	KFA Kelleher Financial Advisors New York	$749K	+$28.4K	1	0.45%	Increased
619	HighPoint Advisor Group Downers Grove, Illinois	$746K	+$172K	2	0.26%	Increased
620	ICOA Investment Centers of America Bismarck, North Dakota	$746K	-$397K	2	0.08%	Reduced
621	RAM RWC Asset Management London, United Kingdom	$736K	+$354K	1	0.05%	Increased
622	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$714K	$0	1	0.06%	Maintained
623	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$702K	-$21K	2	0.13%	Reduced
624	VFS VSR Financial Services Overland Park, Kansas	$702K	-$1.37M	1	0.12%	Reduced
625	NL NWAM LLC Mercer Island, Washington	$699K	+$23.3K	1	0.27%	Increased