← 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	Lincoln National Corp Radnor, Pennsylvania	$491K	+$437K	1	0.03%	New
702	Kistler-Tiffany Companies Berwyn, Pennsylvania	$486K	$0	2	0.27%	Maintained
703	HBK Sorce Advisory Erie, Pennsylvania	$481K	+$429K	2	0.11%	New
704	Next Financial Group Houston, Texas	$476K	+$24.9K	2	0.17%	Increased
705	Parnassus Investments San Francisco, California	$474K	$0	1	0%	Maintained
706	Joel Isaacson & Co New York	$469K	$0	2	0.1%	Maintained
707	Wealthspire Advisors (Maryland) Potomac, Maryland	$468K	-$191K	2	0.08%	Reduced
708	Sentry Investments Toronto, Ontario, Canada	$466K	-$324K	1	0.01%	Reduced
709	CSA Cottage Street Advisors Marion, Massachusetts	$459K	+$63.3K	1	0.4%	Increased
710	ED Exane Derivatives Paris, France	$457K	+$407K	1	0.06%	New
711	Argent Trust Co Nashville, Tennessee	$445K	+$396K	1	0.22%	New
712	FCG FrontFour Capital Group Greenwich, Connecticut	$442K	+$393K	1	0.12%	New
713	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$438K	+$63.9K	2	0.18%	Increased
714	Fort Point Capital Partners San Francisco, California	$431K	-$169K	1	0.22%	Reduced
715	MFW Mosaic Family Wealth St. Louis, Missouri	$431K	$0	2	0.21%	Maintained
716	Gradient Investments Arden Hills, Minnesota	$425K	-$11K	1	0.05%	Reduced
717	BHA Beech Hill Advisors New York	$415K	-$109K	1	0.32%	Reduced
718	PAS Partnervest Advisory Services Santa Barbara, California	$415K	+$195K	1	0.22%	Increased
719	Logan Capital Management Newtown Square, Pennsylvania	$414K	$0	1	0.03%	Maintained
720	Stratos Wealth Partners Beachwood, Ohio	$404K	-$169K	1	0.03%	Reduced
721	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$403K	+$83.9K	1	0.08%	Increased
722	Washington Trust Bank Spokane, Washington	$400K	+$2.21K	2	0.1%	Increased
723	First Business Financial Services Madison, Wisconsin	$395K	+$352K	1	0.11%	New
724	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$391K	-$17K	1	0.17%	Reduced
725	Connable Office Inc Kalamazoo, Michigan	$391K	$0	1	0.11%	Maintained