← 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
651	MHC May Hill Capital Cohasset, Massachusetts	$1M	+$9.9K	1	0.21%	Increased
652	Savant Capital Rockford, Illinois	$998K	-$412K	2	0%	Reduced
653	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$997K	+$129K	1	0.05%	Increased
654	SCA Snowden Capital Advisors New York	$988K	-$474K	1	0.02%	Reduced
655	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$979K	$0	1	0.04%	Maintained
656	Independent Financial Group San Diego, California	$974K	-$221K	1	0.02%	Reduced
657	ALPS Advisors Denver, Colorado	$973K	+$8.27K	1	0%	Increased
658	Empirical Wealth Management Seattle, Washington	$970K	+$37K	2	0.01%	Increased
659	III Independent Investors Inc Nesconset, New York	$969K	$0	1	0.19%	Maintained
660	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$955K	+$338K	1	0.37%	Increased
661	FI Fosun International Hong Kong, China	$953K	-$1.86M	2	0.21%	Reduced
662	Fifth Third Bancorp Cincinnati, Ohio	$940K	-$7.27K	1	0%	Reduced
663	PE PCM Encore Aspen, Colorado	$938K	-$23.4K	1	0.16%	Reduced
664	NP Nilsine Partners Greenwood Village, Colorado	$930K	+$21K	1	0.06%	Increased
665	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$926K	+$907K	1	0%	Increased
666	Rafferty Asset Management New York	$919K	+$1.2M	1	0%	New
667	Greenleaf Trust Kalamazoo, Michigan	$915K	+$103K	2	0.01%	Increased
668	RC Renaissance Capital Stamford, Connecticut	$914K	+$111K	1	0.5%	Increased
669	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$912K	+$680K	1	0.02%	Increased
670	KCM Kathmere Capital Management Wayne, Pennsylvania	$900K	-$689K	1	0.05%	Reduced
671	OWP ORG Wealth Partners Dallas, Texas	$884K	-$248K	1	0.13%	Reduced
672	GCS Gordian Capital (Singapore) Singapore	$880K	-$472	1	1.51%	Reduced
673	WF WinCap Financial Boston, Massachusetts	$880K	+$35.3K	1	0.48%	Increased
674	LWM Laidlaw Wealth Management New York City, New York	$876K	-$65.6K	1	2.5%	Reduced
675	FIA FNY Investment Advisers New York	$874K	+$533K	3	0.31%	Increased