← 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	BBCM Boardman Bay Capital Management New York	$3.45M	+$324K	1	3.47%	Increased
652	GL GLG LLC New York	$3.45M	-$10M	1	0.22%	Reduced
653	FA Fagan Associates Troy, New York	$3.45M	+$151K	1	1.71%	Increased
654	People's United Financial Bridgeport, Connecticut	$3.43M	-$42.4K	1	0.11%	Reduced
655	CWM Cabot Wealth Management Salem, Massachusetts	$3.29M	-$56.9K	1	0.74%	Reduced
656	HM Payson & Co Portland, Maine	$3.27M	-$1.53K	1	0.14%	Reduced
657	SBA Seven Bridges Advisors New York	$3.26M	-$28K	2	2.74%	Reduced
658	SSI Scott & Selber Inc Houston, Texas	$3.24M	-$61K	1	1.87%	Reduced
659	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$3.21M	-$180K	1	0.21%	Reduced
660	TAM Tiverton Asset Management Wilimington, Delaware	$3.21M	+$3.02M	1	0.18%	New
661	ACP Ashfield Capital Partners San Francisco, California	$3.14M	+$1.09M	1	0.42%	Increased
662	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$3.14M	+$353K	2	0.43%	Increased
663	PAM Prudence Asset Management Hong Kong	$3.11M	+$1.46M	1	12.48%	Increased
664	QS Investors New York	$3.08M	+$91.1K	2	0.03%	Increased
665	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$3.06M	+$538K	2	0.81%	Increased
666	KAM Kazazian Asset Management Fort Lauderdale, Florida	$3.05M	+$39.4K	2	3.73%	Increased
667	BCM Bayesian Capital Management Brooklyn, New York	$2.94M	+$2.67M	2	0.7%	New
668	Silvercrest Asset Management New York	$2.9M	-$107K	2	0.03%	Reduced
669	EFS Essex Financial Services Essex, Connecticut	$2.89M	+$582K	1	0.71%	Increased
670	CL CSS LLC Chicago, Illinois	$2.8M	+$2.63M	1	0.14%	New
671	ACP Aviance Capital Partners Naples, Florida	$2.77M	-$155K	1	0.94%	Reduced
672	MCP Maso Capital Partners Hong Kong	$2.76M	-$802K	1	2%	Reduced
673	TCCM Timber Creek Capital Management Boston, Massachusetts	$2.75M	-$11.1K	1	1.86%	Reduced
674	BA BKS Advisors Southfield, Michigan	$2.73M	+$650K	2	1.06%	Increased
675	OIM Orca Investment Management Roseburg, Oregon	$2.72M	-$5.19K	1	2.41%	Reduced