← 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	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.85M	+$407K	1	0.01%	Increased
652	EFS Essex Financial Services Essex, Connecticut	$1.85M	+$27.8K	1	0.39%	Increased
653	RIL Rothschild Investment LLC Chicago, Illinois	$1.85M	+$492K	2	0.21%	Increased
654	Raymond James Trust St. Petersburg, Florida	$1.84M	+$19.7K	2	0.14%	Increased
655	1GA 1st Global Advisors Dallas, Texas	$1.83M	-$822	2	0.21%	Reduced
656	Gabelli Funds Rye, New York	$1.83M	+$247K	1	0.01%	Increased
657	RGC Roberts, Glore & Co Deerfield, Illinois	$1.83M	-$3.09K	2	1.22%	Reduced
658	NPC National Planning Corporation El Segundo, California	$1.82M	-$164K	2	0.14%	Reduced
659	LSA L & S Advisors Los Angeles, California	$1.81M	+$1.25M	2	0.32%	Increased
660	Everett Harris & Co Los Angeles, California	$1.8M	-$113K	1	0.06%	Reduced
661	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.79M	+$1.81M	1	0.4%	New
662	TMC Trellus Management Company Delray Beach, Florida	$1.76M	$0	1	2.59%	Maintained
663	WI Wafra Inc New York	$1.7M	$0	1	0.09%	Maintained
664	Welch & Forbes Boston, Massachusetts	$1.69M	+$367K	1	0.05%	Increased
665	CCP Clarkston Capital Partners Rochester, Michigan	$1.68M	$0	1	0.08%	Maintained
666	Cetera Advisor Networks El Segundo, California	$1.67M	+$165K	2	0.08%	Increased
667	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.67M	$0	1	0.7%	Maintained
668	BA BKS Advisors Southfield, Michigan	$1.65M	+$1.45M	1	0.67%	New
669	Parallel Advisors San Francisco, California	$1.65M	+$64.7K	2	0.31%	Increased
670	MCP Mirador Capital Partners Pleasanton, California	$1.63M	+$1.3M	2	1%	New
671	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.62M	+$175K	1	0.42%	Increased
672	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.62M	$0	1	0.08%	Maintained
673	Avalon Investment & Advisory Houston, Texas	$1.62M	+$44.6K	2	0.05%	Increased
674	ACP Ashfield Capital Partners San Francisco, California	$1.61M	+$1.41M	1	0.22%	New
675	Carnegie Investment Counsel Pepper Pike, Ohio	$1.6M	+$694K	1	0.19%	Increased