← 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
626	WA WFG Advisors Dallas, Texas	$384K	+$170K	2	0.07%	Increased
627	Hillsdale Investment Management Toronto, Ontario, Canada	$379K	-$5.29K	1	0.12%	Reduced
628	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$375K	+$363K	1	0.09%	New
629	Foresters Investment Management New York	$373K	+$377K	1	0.01%	New
630	Williams Jones & Associates New York	$373K	+$377K	1	0.02%	New
631	DSI Daiwa SB Investments Tokyo, Japan	$371K	-$148K	1	0.05%	Reduced
632	MCM Murphy Capital Management Bedminster, New Jersey	$364K	$0	1	0.06%	Maintained
633	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$353K	-$5.07K	1	0.06%	Reduced
634	BUB BBVA USA Bancshares Houston, Texas	$339K	+$343K	1	0.02%	New
635	LCG Luxor Capital Group New York	$339K	+$329K	1	0.01%	New
636	PineBridge Investments New York	$327K	+$331K	1	0.01%	New
637	RNC Capital Management Los Angeles, California	$327K	$0	1	0.03%	Maintained
638	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$326K	+$169K	1	0.15%	New
639	WC Woodstock Corp Boston, Massachusetts	$326K	+$329K	1	0.06%	New
640	BA Birinyi Associates Westport, Connecticut	$320K	+$323K	1	0.15%	New
641	MC Martin Currie Edinburgh, United Kingdom	$320K	+$27.6K	2	0.03%	Increased
642	KFS KMS Financial Services Seattle, Washington	$316K	+$49K	1	0.04%	Increased
643	EWM Edge Wealth Management New York	$315K	+$317K	1	0.12%	New
644	SSB Sandy Spring Bank Olney, Maryland	$309K	+$312K	1	0.04%	New
645	Daiwa Securities Group Tokyo, Japan	$301K	+$302K	2	0%	New
646	CCC Chelsea Counsel Company Los Angeles, California	$298K	$0	1	0.06%	Maintained
647	AIS AlphaOne Investment Services West Chester, Pennsylvania	$293K	+$296K	1	0.09%	New
648	AA Apriem Advisors Irvine, California	$291K	+$261K	2	0.11%	Increased
649	IPC Independent Portfolio Consultants Boca Raton, Florida	$289K	+$132K	2	0.08%	Increased
650	COI Connable Office Inc Kalamazoo, Michigan	$285K	$0	1	0.07%	Maintained