← 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
701	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$131K	$0	1	0.02%	Maintained
702	KBC Group Brussels, Belgium	$127K	-$44.8K	1	0%	Reduced
703	WTB Washington Trust Bank Spokane, Washington	$120K	$0	1	0.04%	Maintained
704	WRM Westport Resources Management Westport, Connecticut	$120K	+$79.3K	1	0.03%	Increased
705	SAM Solaris Asset Management New York	$118K	+$8.46K	1	0.08%	Increased
706	SignatureFD Atlanta, Georgia	$117K	-$3.81K	1	0.04%	Reduced
707	Bessemer Group Woodbridge, New Jersey	$114K	-$86.3K	2	0%	Reduced
708	EP Edinburgh Partners Edinburgh, United Kingdom	$110K	$0	1	0.01%	Maintained
709	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$102K	+$1.21M	1	0.05%	Increased
710	FWM Focused Wealth Management Newburgh, New York	$98K	+$62.8K	2	0.08%	Increased
711	SCA Strategic Capital Alternatives Gig Harbor, United States	$97K	+$94.5K	2	0.03%	New
712	HR Howe & Rusling Rochester, New York	$95K	-$1.28M	2	0.02%	Reduced
713	ACS Archford Capital Strategies Swansea, Illinois	$90K	+$55.8K	1	0.07%	Increased
714	CCM Chautauqua Capital Management Boulder, Colorado	$89K	-$1.62M	1	0.03%	Reduced
715	GECH Garnet Equity Capital Holdings New York	$89K	+$89.8K	1	0.02%	New
716	JIC Joel Isaacson & Co New York	$89K	+$89.8K	1	0.03%	New
717	MMG Monetary Management Group St Louis, Missouri	$89K	+$89.8K	1	0.04%	New
718	NM NWI Management New York	$89K	+$89.8K	1	0.01%	New
719	Parnassus Investments San Francisco, California	$89K	+$89.8K	1	0%	New
720	Sit Investment Associates Minneapolis, Minnesota	$89K	+$89.8K	1	0%	New
721	TCM Tradewinds Capital Management Bellingham, Washington	$87K	+$51.2K	2	0.07%	Increased
722	Whittier Trust South Pasadena, California	$83K	$0	1	0%	Maintained
723	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$82K	+$15.9K	1	0%	Increased
724	One Capital Management Westlake Village, California	$74K	+$71.9K	1	0.03%	New
725	NES New England Securities New York	$67K	-$4.44K	1	0.02%	Reduced