← 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	FBT Founders Bank & Trust Grand Rapids, Michigan	$231K	$0	1	0.13%	Maintained
677	FM Family Management New York	$222K	+$225K	1	0.1%	New
678	SCS Capital Management Boston, Massachusetts	$222K	+$225K	1	0.01%	New
679	ACM Ashford Capital Management Wilmington, Delaware	$218K	+$211K	1	0.05%	New
680	Coldstream Capital Management Bellevue, Washington	$218K	+$211K	1	0.06%	New
681	HT HighTower Trust Houston, Texas	$218K	+$211K	1	0.03%	New
682	JEW Jamison Eaton & Wood Bedminster, New Jersey	$218K	+$211K	1	0.06%	New
683	Principal Financial Group Des Moines, Iowa	$218K	-$55.8K	1	0%	Reduced
684	MIM Marco Investment Management Atlanta, Georgia	$213K	+$216K	1	0.03%	New
685	DSAM Dock Street Asset Management Palm Beach, Florida	$212K	+$215K	1	0.13%	New
686	Burney Company Reston, Virginia	$208K	+$202K	1	0.02%	New
687	Douglas C. Lane & Associates New York	$207K	+$201K	1	0.01%	New
688	GD Grandfield & Dodd New York	$205K	+$199K	1	0.03%	New
689	SI SII Investments Appleton, Wisconsin	$201K	-$67.7K	1	0.03%	Reduced
690	RIA Regal Investment Advisors Kentwood, Michigan	$199K	+$123K	2	0.06%	Increased
691	WEC Winslow Evans & Crocker Boston, Massachusetts	$190K	+$175K	2	0.05%	Increased
692	MHS M Holdings Securities Portland, Oregon	$180K	+$179K	2	0.1%	New
693	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$175K	+$7.32K	2	0.04%	Increased
694	PC Pier Capital Stamford, Connecticut	$175K	+$108K	2	0.03%	Increased
695	RFA Reilly Financial Advisors La Mesa, California	$158K	+$127K	1	0.04%	Increased
696	First Horizon Advisors Memphis, Tennessee	$157K	+$95.9K	2	0.02%	Increased
697	1919 Investment Counsel Baltimore, Maryland	$155K	+$113K	2	0%	Increased
698	PAM Paradigm Asset Management New York	$153K	+$84.6K	1	0.02%	Increased
699	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$148K	+$40.4K	2	0.1%	Increased
700	WA WealthTrust-Arizona Scottsdale, Arizona	$147K	+$13.9K	2	0.16%	Increased