← 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	Stratos Wealth Partners Beachwood, Ohio	$368K	-$38K	1	0.03%	Reduced
702	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$366K	-$920K	1	0.11%	Reduced
703	Sumitomo Life Insurance Tokyo, Japan	$366K	+$31.3K	1	0.05%	Increased
704	EP Edinburgh Partners Edinburgh, United Kingdom	$361K	$0	2	0.05%	Maintained
705	LCM Logan Capital Management Newtown Square, Pennsylvania	$358K	$0	1	0.03%	Maintained
706	Tower Research Capital (TRC) New York	$348K	-$169K	2	0.03%	Reduced
707	ACP Arcus Capital Partners Atlanta, Georgia	$347K	$0	1	0.33%	Maintained
708	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$339K	$0	1	0.14%	Maintained
709	FMT First Mercantile Trust Cordova, Tennessee	$337K	+$93.8K	1	0.04%	Increased
710	Ronald Blue & Co Roswell, Georgia	$332K	+$326K	1	0.02%	New
711	ACP Ashfield Capital Partners San Francisco, California	$330K	$0	1	0.03%	Maintained
712	First Manhattan New York	$326K	+$68.4K	2	0%	Increased
713	IH IFC Holdings Tampa, Florida	$322K	+$23.7K	1	0.04%	Increased
714	Gabelli Funds Rye, New York	$314K	-$158K	1	0%	Reduced
715	LG Leuthold Group Minneapolis, Minnesota	$296K	$0	1	0.03%	Maintained
716	HBK Sorce Advisory Erie, Pennsylvania	$293K	-$191K	1	0.06%	Reduced
717	IIA IPG Investment Advisors San Diego, California	$290K	$0	1	0.12%	Maintained
718	HCM Hollencrest Capital Management Newport Beach, California	$287K	-$4.04K	1	0.04%	Reduced
719	Johnson Investment Counsel Cincinnati, Ohio	$285K	+$35.1K	1	0.01%	Increased
720	BPB Badgley, Phelps & Bell Seattle, Washington	$284K	$0	1	0.03%	Maintained
721	CA Cambridge Advisors Omaha, Nebraska	$277K	-$3.51K	1	0.13%	Reduced
722	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$272K	+$103K	1	0.05%	Increased
723	WA WFG Advisors Dallas, Texas	$272K	-$5.13K	2	0.07%	Reduced
724	AIM Advantage Investment Management Cedar Rapids, Iowa	$267K	-$24.1K	1	0.13%	Reduced
725	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$266K	+$4.7K	1	0.03%	Increased