← 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	Atria Investments Charlotte, North Carolina	$1.51M	+$268K	2	0.14%	Increased
602	AL Agran Libbie Santa Monica, California	$1.51M	-$42.2K	1	0.43%	Reduced
603	Synovus Financial Columbus, Georgia	$1.49M	-$137K	1	0.04%	Reduced
604	Bradley Foster & Sargent Hartford, Connecticut	$1.47M	+$2.36K	2	0.06%	Increased
605	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.45M	+$20.1K	1	1.15%	Increased
606	MSI Financial Services Springfield, Massachusetts	$1.44M	-$970K	2	0.05%	Reduced
607	NCM Northroad Capital Management New York	$1.42M	-$2.09M	1	3.24%	Reduced
608	GIA Granite Investment Advisors Concord, New Hampshire	$1.42M	-$185K	1	0.29%	Reduced
609	Raymond James Trust St. Petersburg, Florida	$1.39M	+$113K	2	0.12%	Increased
610	WSCM Wellington Shields Capital Management New York	$1.39M	+$1.21M	1	0.24%	New
611	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$1.38M	+$13K	1	0.24%	Increased
612	Two Sigma Advisers New York	$1.38M	-$10.9M	1	0.01%	Reduced
613	FA FDx Advisors Chicago, Illinois	$1.36M	+$171K	1	0.06%	Increased
614	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.35M	-$147K	2	0.77%	Reduced
615	Avalon Investment & Advisory Houston, Texas	$1.34M	-$93.9K	2	0.05%	Reduced
616	Wasatch Advisors Salt Lake City, Utah	$1.34M	-$640K	1	0.02%	Reduced
617	AAM Aureus Asset Management Boston, Massachusetts	$1.33M	-$89K	1	0.27%	Reduced
618	Sterling Capital Management Charlotte, North Carolina	$1.32M	+$159K	2	0.01%	Increased
619	HighPoint Advisor Group Downers Grove, Illinois	$1.32M	+$553K	2	0.46%	Increased
620	CCA Checchi Capital Advisers Beverly Hills, California	$1.31M	+$531K	2	0.15%	Increased
621	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.3M	-$36.8K	2	0.09%	Reduced
622	Thompson Siegel & Walmsley Richmond, Virginia	$1.3M	+$1.21M	2	0.02%	Increased
623	LAM Lebenthal Asset Management New York	$1.3M	+$52.7K	2	0.17%	Increased
624	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.27M	-$504K	1	0.3%	Reduced
625	BCM Bayesian Capital Management Brooklyn, New York	$1.26M	+$180K	1	0.82%	Increased