← 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	ETrade Capital Management Arlington, Virginia	$2.98M	+$1.69M	2	0.11%	Increased
602	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.96M	+$153K	1	0.27%	Increased
603	MWVC Morgens Waterfall Vintiadis & Co New York	$2.96M	+$2.59M	1	2.87%	New
604	MCP Maso Capital Partners Hong Kong	$2.95M	-$741K	1	3.91%	Reduced
605	CIBC Private Wealth Group Atlanta, Georgia	$2.9M	+$2.54M	1	0.02%	New
606	Polen Capital Management Boca Raton, Florida	$2.85M	+$711K	2	0.02%	Increased
607	WCM Wildcat Capital Management New York	$2.83M	+$2.48M	1	0.75%	New
608	BOK Financial Tulsa, Oklahoma	$2.82M	+$58.9K	2	0.09%	Increased
609	CCM Cadian Capital Management New York	$2.82M	-$28.2M	1	0.14%	Reduced
610	AIG American International Group New York	$2.79M	+$26.6K	1	0.01%	Increased
611	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.78M	-$234K	1	0.18%	Reduced
612	CWM Cabot Wealth Management Salem, Massachusetts	$2.74M	-$1.45M	1	0.64%	Reduced
613	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.73M	+$2.27M	1	0.26%	Increased
614	IAS IMA Advisory Services Denver, Colorado	$2.71M	-$1.33M	1	1.3%	Reduced
615	BRA Bender Robert & Associates Pasadena, California	$2.7M	+$50.2K	1	1.66%	Increased
616	SSI Scott & Selber Inc Houston, Texas	$2.7M	+$2.36M	1	1.63%	New
617	FA Fagan Associates Troy, New York	$2.68M	+$2.35M	1	1.39%	New
618	HIC Hartline Investment Corp Winnetka, Illinois	$2.67M	+$2.34M	1	0.85%	New
619	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$2.63M	+$679K	2	0.35%	Increased
620	People's United Financial Bridgeport, Connecticut	$2.61M	+$2.11M	2	0.09%	Increased
621	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.59M	+$395K	2	0.02%	Increased
622	BBCM Boardman Bay Capital Management New York	$2.54M	-$2.11M	1	2.56%	Reduced
623	Baker Avenue Asset Management San Francisco, California	$2.52M	+$739K	1	0.34%	Increased
624	SBA Seven Bridges Advisors New York	$2.51M	+$67.5K	2	2.24%	Increased
625	ACP Aviance Capital Partners Naples, Florida	$2.39M	+$266K	1	0.77%	Increased