← 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	CWA Cypress Wealth Advisors San Francisco, California	$714K	-$346	1	0.32%	Reduced
702	CS Comerica Securities Detroit, Michigan	$713K	+$419K	2	0.14%	Increased
703	HCM Hollencrest Capital Management Newport Beach, California	$704K	+$339K	2	0.1%	Increased
704	BCM Bluefin Capital Management New York	$698K	+$611K	1	0.03%	New
705	HH Hilltop Holdings Dallas, Texas	$696K	$0	1	0.22%	Maintained
706	CCM Cadence Capital Management Boston, Massachusetts	$690K	+$604K	1	0.05%	New
707	NCM Narwhal Capital Management Marietta, Georgia	$682K	$0	2	0.21%	Maintained
708	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$676K	-$922	2	0.33%	Reduced
709	First Manhattan New York	$662K	+$204K	2	0%	Increased
710	HBK Sorce Advisory Erie, Pennsylvania	$661K	+$259K	2	0.13%	Increased
711	MCM Mengis Capital Management Portland, Oregon	$654K	-$8.65K	1	0.54%	Reduced
712	Advisory Services Network Atlanta, Georgia	$653K	-$783K	2	0.12%	Reduced
713	SSB Sandy Spring Bank Olney, Maryland	$637K	-$9.27K	2	0.07%	Reduced
714	Saturna Capital Bellingham, Washington	$637K	$0	1	0.02%	Maintained
715	Trexquant Investment Stamford, Connecticut	$636K	-$2.92M	2	0.14%	Reduced
716	Parnassus Investments San Francisco, California	$635K	$0	1	0%	Maintained
717	BFG Beacon Financial Group Dallas, Texas	$629K	-$304K	1	0.13%	Reduced
718	IPC Independent Portfolio Consultants Boca Raton, Florida	$625K	+$30.3K	1	0.2%	Increased
719	ABFS Appropriate Balance Financial Services Bellevue, Washington	$624K	+$547K	1	0.4%	New
720	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$623K	+$351K	1	0.16%	Increased
721	Benjamin F. Edwards & Company St. Louis, Missouri	$617K	$0	2	0.11%	Maintained
722	LCP Legacy Capital Partners Milwaukee, Wisconsin	$613K	-$9.27K	2	0.39%	Reduced
723	HC Henshaw Capital Woburn, Massachusetts	$603K	-$61.1K	1	0.07%	Reduced
724	EWM Elite Wealth Management Kirkland, Washington	$602K	-$161K	1	0.98%	Reduced
725	SH Svenska Handelsbanken Stockholm, Sweden	$583K	$0	1	0.05%	Maintained