← 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
676	LGT Group Foundation Vaduz, Liechtenstein	$870K	-$100K	2	0.01%	Reduced
677	Sanibel Captiva Trust Company Sanibel, Florida	$869K	+$247K	1	0.02%	Increased
678	QI Qtron Investments Boston, Massachusetts	$868K	-$335K	1	0.12%	Reduced
679	BC Bridgefront Capital Austin, Texas	$865K	+$498K	2	0.23%	Increased
680	HA Harbor Advisors West Palm Beach, Florida	$864K	$0	1	0.11%	Maintained
681	MCC Money Concepts Capital Palm Beach Gardens, Florida	$858K	-$138K	1	0.04%	Reduced
682	Gabelli Funds Rye, New York	$854K	+$351K	1	0.01%	Increased
683	CHAM Clear Harbor Asset Management Stamford, Connecticut	$848K	+$287K	1	0.05%	Increased
684	NS NBC Securities Birmingham, Alabama	$842K	+$352K	1	0.06%	Increased
685	Storebrand Asset Management Lysaker, Norway	$839K	-$9.51M	1	0%	Reduced
686	Xponance Philadelphia, Pennsylvania	$837K	+$310K	1	0.01%	Increased
687	Natixis Paris, France	$831K	+$344K	1	0%	Increased
688	SCM Stevens Capital Management Radnor, Pennsylvania	$828K	-$8.76M	1	0.2%	Reduced
689	MCM Mainstream Capital Management Los Angeles, California	$828K	+$3.51K	1	0.5%	Increased
690	TC TAGStone Capital Charlotte, North Carolina	$814K	-$14.2K	1	0.26%	Reduced
691	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$813K	+$318K	1	0.04%	Increased
692	PIM Plato Investment Management Sydney, NSW, Australia	$795K	+$311K	1	0.05%	Increased
693	FCP Fidelis Capital Partners Tampa, Florida	$790K	-$334K	1	0.05%	Reduced
694	Pine Valley Investments Marlton, New Jersey	$789K	+$21K	1	0.03%	Increased
695	LCM Lazari Capital Management Woodland Hills, California	$778K	-$9.52K	1	0.24%	Reduced
696	Hancock Whitney Gulfport, Mississippi	$778K	+$37.7K	1	0.01%	Increased
697	Bradley Foster & Sargent Hartford, Connecticut	$777K	-$111K	1	0.01%	Reduced
698	JWCA J.W. Cole Advisors Tampa, Florida	$772K	+$127K	1	0.01%	Increased
699	Geneos Wealth Management Englewood, Colorado	$772K	-$8.52K	2	0.02%	Reduced
700	AFM Anson Funds Management Dallas, Texas	$768K	$0	1	0.05%	Maintained