← 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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$695K	-$196K	2	0.05%	Reduced
627	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$692K	-$224K	2	0.02%	Reduced
628	MHS M Holdings Securities Portland, Oregon	$689K	+$60.6K	1	0.35%	Increased
629	ATC Argent Trust Co Nashville, Tennessee	$679K	+$313K	1	0.3%	Increased
630	Luther King Capital Management (LKCM) Fort Worth, Texas	$661K	-$15.3K	1	0.01%	Reduced
631	RIM Regent Investment Management Louisville, Kentucky	$655K	-$50.8K	2	0.36%	Reduced
632	CWA Cypress Wealth Advisors San Francisco, California	$648K	+$9.84K	1	0.32%	Increased
633	CWM Concert Wealth Management San Jose, California	$644K	-$57.8K	2	0.09%	Reduced
634	YIA YHB Investment Advisors West Hartford, Connecticut	$627K	-$148K	1	0.14%	Reduced
635	BRA Blue Rock Advisors Wayzata, Minnesota	$623K	$0	1	6.02%	Maintained
636	AFP Ausdal Financial Partners Davenport, Iowa	$618K	-$12.6K	2	0.32%	Reduced
637	Ancora Advisors Cleveland, Ohio	$610K	$0	2	0.07%	Maintained
638	CAM Carret Asset Management New York	$610K	-$13.2K	1	0.12%	Reduced
639	HC Henshaw Capital Woburn, Massachusetts	$605K	$0	1	0.08%	Maintained
640	Lincoln National Corp Radnor, Pennsylvania	$605K	+$109K	1	0.04%	Increased
641	JIP Jaffetilchin Investment Partners Tampa, Florida	$602K	$0	1	0.18%	Maintained
642	MCM Mengis Capital Management Portland, Oregon	$601K	+$17.6K	1	0.53%	Increased
643	HW Hedeker Wealth Lincolnshire, Illinois	$597K	-$635K	0	–	Closed
644	Rafferty Asset Management New York	$597K	-$93.3K	1	0.04%	Reduced
645	FFA First Foundation Advisors Irvine, California	$594K	+$255K	1	0.04%	Increased
646	FIM Fernwood Investment Management Quincy, Massachusetts	$593K	+$83K	1	0.58%	Increased
647	EWM Elite Wealth Management Kirkland, Washington	$590K	-$74K	1	0.97%	Reduced
648	Cetera Advisors Denver, Colorado	$587K	-$52.4K	2	0.05%	Reduced
649	Saturna Capital Bellingham, Washington	$578K	$0	1	0.02%	Maintained
650	PMG ProVise Management Group Clearwater, Florida	$577K	-$33.4K	1	0.11%	Reduced