← 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	SignatureFD Atlanta, Georgia	$77K	+$1.41K	2	0.02%	Increased
702	Reilly Financial Advisors La Mesa, California	$76K	$0	1	0.01%	Maintained
703	Whittier Trust South Pasadena, California	$75K	+$18.2K	2	0%	Increased
704	Allworth Financial Folsom, California	$74K	$0	2	0.03%	Maintained
705	Carroll Financial Associates Charlotte, North Carolina	$70K	+$4.18K	2	0.02%	Increased
706	D'Orazio & Associates Falls Church, Virginia	$70K	+$19.5K	2	0.04%	Increased
707	SAM Solaris Asset Management New York	$69K	-$1.99M	1	0.05%	Reduced
708	First Horizon Advisors Memphis, Tennessee	$68K	-$59.1K	2	0.01%	Reduced
709	Krilogy Financial St. Louis, Missouri	$66K	+$81.8K	1	0.03%	New
710	BCA Bray Capital Advisors Naples, Florida	$65K	$0	1	0.04%	Maintained
711	TDC Thompson Davis & Co Richmond, Virginia	$60K	-$72.7K	1	0.08%	Reduced
712	Vestor Capital Chicago, Illinois	$60K	$0	1	0.02%	Maintained
713	Soros Fund Management New York	$59K	-$12.8M	1	0%	Reduced
714	EP Edinburgh Partners Edinburgh, United Kingdom	$58K	$0	1	0.01%	Maintained
715	Howe & Rusling Rochester, New York	$57K	-$4.12K	2	0.01%	Reduced
716	Colony Group Boston, Massachusetts	$54K	-$453K	2	0.01%	Reduced
717	TCI Wealth Advisors Tucson, Arizona	$54K	$0	2	0.03%	Maintained
718	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$53K	+$17.1K	2	0.01%	Increased
719	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$51K	+$5.04K	2	0.03%	Increased
720	Tower Research Capital (TRC) New York	$51K	+$61K	2	0.01%	New
721	HPBT High Point Bank & Trust High Point, North Carolina	$50K	+$14.5K	1	0.01%	Increased
722	CapWealth Advisors Franklin, Tennessee	$49K	$0	2	0.01%	Maintained
723	Parkside Financial Bank & Trust Saint Louis, Missouri	$48K	-$210K	2	0.03%	Reduced
724	Balentine LLC Atlanta, Georgia	$47K	+$33.8K	2	0.01%	Increased
725	Formidable Asset Management Cincinnati, Ohio	$47K	+$58.2K	1	0.03%	New