← 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	CCC Chelsea Counsel Company Los Angeles, California	$1.06M	+$15.5K	2	0.54%	Increased
652	KFA Kelleher Financial Advisors New York	$1.06M	+$220K	1	0.6%	Increased
653	SIM Summitview Investment Management Grand Cayman, Cayman Islands	$1.04M	-$41.7M	1	1.27%	Reduced
654	HRC Hoertkorn Richard Charles	$1.04M	$0	1	0.81%	Maintained
655	TNAM Terra Nova Asset Management New York	$1M	+$880K	1	2.19%	New
656	HIP Hatteras Investment Partners Raleigh, North Carolina	$1M	+$879K	1	3.44%	New
657	RIL Rothschild Investment LLC Chicago, Illinois	$1M	-$230K	1	0.12%	Reduced
658	NL NWAM LLC Mercer Island, Washington	$987K	+$49.9K	1	0.07%	Increased
659	Pinnacle Associates New York	$985K	-$188K	1	0.02%	Reduced
660	EFS Essex Financial Services Essex, Connecticut	$983K	-$41.7K	1	0.23%	Reduced
661	FIM Freedom Investment Management Hartford, Connecticut	$979K	+$622K	2	0.06%	Increased
662	Sumitomo Life Insurance Tokyo, Japan	$973K	+$426K	1	0.14%	Increased
663	Wedbush Securities Los Angeles, California	$972K	-$55.5K	1	0.14%	Reduced
664	CIBC World Markets New York	$965K	-$6.39M	1	0.02%	Reduced
665	CWM Concert Wealth Management San Jose, California	$964K	+$141K	2	0.12%	Increased
666	HL Financial Services Louisville, Kentucky	$958K	-$339K	2	0.02%	Reduced
667	Sigma Planning Corp Ann Arbor, Michigan	$947K	-$110K	2	0.11%	Reduced
668	FHC First Heartland Consultants Lake St. Louis, Missouri	$938K	-$55.6K	1	0.27%	Reduced
669	PAA Peregrine Asset Advisers Portland, Oregon	$897K	+$52.7K	2	0.56%	Increased
670	Ameritas Investment Partners Lincoln, Nebraska	$896K	+$14.7K	1	0.05%	Increased
671	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$894K	+$783K	1	0.25%	New
672	AP AlpInvest Partners Amsterdam, Netherlands	$888K	+$778K	1	2.22%	New
673	FIM Fernwood Investment Management Quincy, Massachusetts	$879K	+$78.8K	1	0.81%	Increased
674	Lincoln National Corp Radnor, Pennsylvania	$860K	+$48.7K	1	0.05%	Increased
675	NFG Next Financial Group Houston, Texas	$851K	+$215K	2	0.15%	Increased