← 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	DG Davidson & Garrard Lynchburg, Virginia	$1.35M	+$132K	1	0.32%	Increased
627	TMC Trellus Management Company Delray Beach, Florida	$1.35M	+$509K	1	2.04%	Increased
628	Bradley Foster & Sargent Hartford, Connecticut	$1.35M	+$34K	1	0.05%	Increased
629	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$1.35M	+$48.4K	1	0.23%	Increased
630	AL Agran Libbie Santa Monica, California	$1.34M	-$176K	1	0.32%	Reduced
631	FWM Focused Wealth Management Newburgh, New York	$1.34M	+$235K	2	0.53%	Increased
632	LAM Lebenthal Asset Management New York	$1.31M	+$3.05K	1	0.16%	Increased
633	Avalon Investment & Advisory Houston, Texas	$1.31M	+$22.6K	2	0.05%	Increased
634	Flow Traders U.S. New York	$1.31M	+$464K	2	0.11%	Increased
635	WI Wafra Inc New York	$1.3M	$0	1	0.07%	Maintained
636	Baker Avenue Asset Management San Francisco, California	$1.29M	+$346K	1	0.17%	Increased
637	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.28M	$0	1	0.54%	Maintained
638	CAM Chesapeake Asset Management New York	$1.27M	+$686K	1	1.05%	Increased
639	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.26M	+$30.9K	2	0.07%	Increased
640	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.24M	-$17.6K	1	0.8%	Reduced
641	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.24M	$0	1	0.06%	Maintained
642	Laurion Capital Management New York	$1.23M	+$1.26M	1	0.01%	New
643	GIA Granite Investment Advisors Concord, New Hampshire	$1.23M	$0	1	0.22%	Maintained
644	Cetera Advisor Networks El Segundo, California	$1.22M	-$36.9K	2	0.06%	Reduced
645	Cetera Advisors Denver, Colorado	$1.22M	+$329K	2	0.08%	Increased
646	MI Markston International White Plains, New York	$1.21M	$0	1	0.12%	Maintained
647	RIL Rothschild Investment LLC Chicago, Illinois	$1.19M	+$254K	2	0.14%	Increased
648	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$1.19M	-$261K	1	0.67%	Reduced
649	TCM Teza Capital Management Chicago, Illinois	$1.19M	+$1.16M	2	0.35%	New
650	TNAM Terra Nova Asset Management New York	$1.19M	+$262K	1	2.38%	Increased