← 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	KI Koch Industries Wichita, Kansas	$1.05M	+$811K	2	0.89%	Increased
677	SGA Strategic Global Advisors Newport Beach, California	$1.04M	+$982K	1	0.38%	New
678	CCA Checchi Capital Advisers Beverly Hills, California	$1.04M	+$407K	1	0.12%	Increased
679	Schonfeld Strategic Advisors New York	$1.03M	+$1.01M	2	0.1%	New
680	FFA First Foundation Advisors Irvine, California	$1.02M	+$960K	1	0.06%	New
681	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1.01M	-$2.64K	1	0.4%	Reduced
682	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.01M	+$950K	1	0.33%	New
683	ETrade Capital Management Arlington, Virginia	$1M	+$361K	2	0.04%	Increased
684	RIM Regent Investment Management Louisville, Kentucky	$978K	+$168K	2	0.37%	Increased
685	First Manhattan New York	$973K	+$138K	2	0.01%	Increased
686	Welch & Forbes Boston, Massachusetts	$969K	+$38.7K	1	0.03%	Increased
687	WVP Worth Venture Partners Fort Lee, New Jersey	$946K	-$366K	2	0.83%	Reduced
688	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$941K	-$382K	1	0.18%	Reduced
689	VFA Voya Financial Advisors Windsor, Connecticut	$934K	+$307K	1	0.07%	Increased
690	Wolverine Asset Management Chicago, Illinois	$922K	+$422K	1	0.01%	Increased
691	Wedbush Securities Los Angeles, California	$919K	+$225K	2	0.12%	Increased
692	FHAM Folger Hill Asset Management New York	$915K	-$227K	1	0.07%	Reduced
693	CBB Citizens Business Bank Ontario, California	$914K	+$158K	1	0.15%	Increased
694	FIM Fernwood Investment Management Quincy, Massachusetts	$907K	+$305	1	0.72%	Increased
695	Pinnacle Associates New York	$907K	-$53.4K	1	0.02%	Reduced
696	HCM HMS Capital Management Nashville, Tennessee	$855K	-$490K	1	0.78%	Reduced
697	Ameritas Investment Partners Lincoln, Nebraska	$854K	+$4.93K	1	0.04%	Increased
698	Lincoln National Corp Radnor, Pennsylvania	$825K	-$47.3K	1	0.04%	Reduced
699	SCA Snowden Capital Advisors New York	$822K	+$480K	1	0.18%	Increased
700	CWM Cornerstone Wealth Management St. Peters, Missouri	$811K	+$40.9K	2	0.2%	Increased