← 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	FineMark National Bank & Trust Fort Myers, Florida	$284K	+$254K	2	0.05%	Increased
652	BMM Berkshire Money Management Dalton, Massachusetts	$278K	+$281K	1	0.12%	New
653	Advisory Services Network Atlanta, Georgia	$277K	+$268K	1	0.1%	New
654	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$273K	+$264K	1	0.09%	New
655	SFSIG San Francisco Sentry Investment Group San Francisco, California	$273K	$0	1	0.14%	Maintained
656	WA Willett Advisors New York	$273K	+$276K	1	100%	New
657	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$270K	-$2.45M	2	0.02%	Reduced
658	Stratos Wealth Partners Beachwood, Ohio	$270K	-$35.8K	1	0.06%	Reduced
659	MFS Monetta Financial Services Wheaton, Illinois	$267K	+$269K	1	0.14%	New
660	CONA Capital One National Association New York	$266K	-$9.72K	1	0.03%	Reduced
661	AIM Allen Investment Management New York	$262K	+$15.6K	1	0.02%	Increased
662	Truepoint Inc Cincinnati, Ohio	$258K	+$249K	1	0.04%	New
663	Rafferty Asset Management New York	$256K	+$248K	1	0.03%	New
664	GCP GSA Capital Partners London, United Kingdom	$253K	+$245K	1	0.01%	New
665	AAM American Asset Management Boca Raton, Florida	$252K	+$247K	2	0.12%	New
666	Wilmington Savings Fund Society Wilmington, Delaware	$252K	$0	1	0.01%	Maintained
667	Welch Group Birmingham, Alabama	$248K	-$9.94K	1	0.05%	Reduced
668	CCA Checchi Capital Advisers Beverly Hills, California	$244K	$0	1	0.1%	Maintained
669	MAM Majedie Asset Management London, United Kingdom	$244K	+$237K	1	0.04%	New
670	MRCM M&R Capital Management Summit, New Jersey	$244K	-$42.3K	1	0.06%	Reduced
671	SFU Stonehage Fleming (UK) London, United Kingdom	$242K	+$89.8K	2	0.11%	Increased
672	Riverbridge Partners Minneapolis, Minnesota	$240K	$0	1	0%	Maintained
673	YMRC Yorktown Management & Research Company Forest, Virginia	$240K	+$233K	1	0.05%	New
674	Raymond James Trust St. Petersburg, Florida	$239K	+$231K	1	0.03%	New
675	Colony Group Boston, Massachusetts	$234K	-$11.9K	2	0.03%	Reduced