← 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	Next Financial Group Houston, Texas	$476K	+$9.9K	2	0.15%	Increased
677	Wealthspire Advisors (Maryland) Potomac, Maryland	$468K	+$22.5K	2	0.08%	Increased
678	I2I Insight 2811 Inc Chicago, Illinois	$461K	-$720K	1	0.18%	Reduced
679	PIM Partner Investment Management San Francisco, California	$444K	+$220K	1	0.73%	Increased
680	WEC Winslow Evans & Crocker Boston, Massachusetts	$442K	-$106K	2	0.13%	Reduced
681	MFW Mosaic Family Wealth St. Louis, Missouri	$441K	+$44.8K	2	0.21%	Increased
682	OAM Oxford Asset Management Oxford, United Kingdom	$431K	+$458K	1	0.01%	New
683	Highbridge Capital Management New York	$429K	+$457K	1	0.01%	New
684	Fort Point Capital Partners San Francisco, California	$425K	-$8.14K	1	0.21%	Reduced
685	Welch & Forbes Boston, Massachusetts	$412K	+$130K	1	0.01%	Increased
686	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$411K	-$4.88K	2	0.16%	Reduced
687	AIM Allen Investment Management New York	$408K	-$86.4K	1	0.03%	Reduced
688	Gradient Investments Arden Hills, Minnesota	$404K	-$24.1K	1	0.04%	Reduced
689	First Business Financial Services Madison, Wisconsin	$398K	$0	1	0.1%	Maintained
690	Washington Trust Bank Spokane, Washington	$395K	+$7.2K	2	0.1%	Increased
691	PAS Partnervest Advisory Services Santa Barbara, California	$394K	-$23.5K	1	0.2%	Reduced
692	Financial Architects (New Jersey) Marlton, New Jersey	$392K	+$283K	2	0.11%	Increased
693	Sit Investment Associates Minneapolis, Minnesota	$390K	-$3.91K	1	0.01%	Reduced
694	AWM AllSquare Wealth Management Albany, New York	$389K	+$25.4K	2	0.39%	Increased
695	CLA Cranberry Lake Advisors Houston, Texas	$380K	+$404K	1	0.25%	New
696	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$379K	-$8.06K	1	0.22%	Reduced
697	Joel Isaacson & Co New York	$378K	-$39.1K	2	0.08%	Reduced
698	Woodstock Corp Boston, Massachusetts	$377K	$0	1	0.08%	Maintained
699	CIBC Bank USA Chicago, Illinois	$376K	+$400K	1	0.06%	New
700	Sequoia Financial Advisors Akron, Ohio	$371K	+$97.5K	1	0.1%	Increased