← 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	PAM PT Asset Management Chicago, Illinois	$171K	+$211K	1	0.04%	New
677	Welch Group Birmingham, Alabama	$168K	+$45.2K	1	0.03%	Increased
678	AAM American Asset Management Boca Raton, Florida	$164K	+$198K	2	0.13%	New
679	AIC Ayalon Insurance Company Ramat Gan, Israel	$150K	+$35.6K	2	0.12%	Increased
680	PineBridge Investments New York	$150K	-$5.5M	1	0.01%	Reduced
681	Evercore Wealth Management New York	$148K	+$54.5K	2	0.01%	Increased
682	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$147K	$0	1	0%	Maintained
683	Moore Capital Management New York	$147K	-$75.3M	1	0.01%	Reduced
684	FineMark National Bank & Trust Fort Myers, Florida	$146K	-$123K	2	0.02%	Reduced
685	Hudock Inc Williamsport, Pennsylvania	$146K	+$16.4K	2	0.07%	Increased
686	DLHL Donald L. Hagan LLC Sarasota, Florida	$142K	+$171K	2	0.13%	New
687	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$128K	-$8.51K	2	0.03%	Reduced
688	Apriem Advisors Irvine, California	$124K	$0	2	0.05%	Maintained
689	SFU Stonehage Fleming (UK) London, United Kingdom	$119K	+$109K	1	0.06%	Increased
690	MMG Monetary Management Group St Louis, Missouri	$118K	-$823K	1	0.06%	Reduced
691	MUFG Americas New York	$103K	-$399K	2	0%	Reduced
692	WEC Winslow Evans & Crocker Boston, Massachusetts	$102K	$0	2	0.03%	Maintained
693	PAM Paradigm Asset Management New York	$96.2K	$0	1	0.01%	Maintained
694	Acadian Asset Management Boston, Massachusetts	$94K	-$63.3K	2	0%	Reduced
695	Cable Hill Partners Portland, Oregon	$90K	$0	2	0.07%	Maintained
696	Washington Trust Bank Spokane, Washington	$88K	$0	2	0.02%	Maintained
697	TI Turner Investments Berwyn, Pennsylvania	$83K	+$99.4K	1	0.02%	New
698	WA WealthTrust-Arizona Scottsdale, Arizona	$82K	-$5.94K	2	0.05%	Reduced
699	Valley National Advisers Bethlehem, Pennsylvania	$81K	$0	2	0.05%	Maintained
700	Smithfield Trust Pittsburgh, Pennsylvania	$79K	-$26.3K	2	0.02%	Reduced