← 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	Wedbush Securities Los Angeles, California	$651K	-$235K	1	0.1%	Reduced
677	Ausdal Financial Partners Davenport, Iowa	$648K	-$76.2K	2	0.3%	Reduced
678	Sigma Planning Corp Ann Arbor, Michigan	$644K	-$190K	2	0.07%	Reduced
679	Benjamin F. Edwards & Company St. Louis, Missouri	$639K	+$117K	2	0.1%	Increased
680	Carret Asset Management New York	$625K	-$75.6K	1	0.12%	Reduced
681	Telemus Capital Southfield, Michigan	$624K	-$1.8M	1	0.08%	Reduced
682	HL Financial Services Louisville, Kentucky	$621K	-$270K	1	0.01%	Reduced
683	M Holdings Securities Portland, Oregon	$621K	-$58.7K	1	0.22%	Reduced
684	Voya Financial Advisors Windsor, Connecticut	$621K	+$175K	1	0.05%	Increased
685	BWM BigSur Wealth Management Miami, Florida	$606K	+$664K	1	0.81%	New
686	Condor Capital Management Martinsville, New Jersey	$600K	-$10.2K	1	0.13%	Reduced
687	HW Hedeker Wealth Lincolnshire, Illinois	$595K	$0	1	0.49%	Maintained
688	HBK Sorce Advisory Erie, Pennsylvania	$578K	+$9.1K	2	0.1%	Increased
689	Hilltop Holdings Dallas, Texas	$577K	$0	1	0.18%	Maintained
690	Saturna Capital Bellingham, Washington	$575K	$0	1	0.02%	Maintained
691	Geneos Wealth Management Englewood, Colorado	$572K	-$55.2K	2	0.08%	Reduced
692	Beacon Financial Group Dallas, Texas	$562K	$0	1	0.11%	Maintained
693	Simplicity Solutions Minneapolis, Minnesota	$557K	+$589K	2	0.13%	New
694	ETrade Capital Management Arlington, Virginia	$551K	-$142K	2	0.03%	Reduced
695	Mengis Capital Management Portland, Oregon	$550K	-$41.7K	1	0.44%	Reduced
696	IPC Independent Portfolio Consultants Boca Raton, Florida	$539K	-$26.4K	1	0.18%	Reduced
697	LCP Legacy Capital Partners Milwaukee, Wisconsin	$531K	+$4.81K	2	0.32%	Increased
698	Two Sigma Securities New York	$531K	+$337K	1	0.18%	Increased
699	SH Svenska Handelsbanken Stockholm, Sweden	$526K	$0	1	0.03%	Maintained
700	Commerce Bank Kansas City, Missouri	$524K	+$365K	2	0.01%	Increased