← 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	PP PagnatoKarp Partners Reston, Virginia	$524K	+$543K	1	0.16%	New
702	Kistler-Tiffany Companies Berwyn, Pennsylvania	$521K	-$51.5K	2	0.26%	Reduced
703	ED Exane Derivatives Paris, France	$517K	+$265K	1	0.1%	Increased
704	Johnson Investment Counsel Cincinnati, Ohio	$512K	+$340K	2	0.02%	Increased
705	QC QCM Cayman Houston, Texas	$504K	+$202K	1	0.99%	Increased
706	CPA Clear Perspective Advisors Aurora, Illinois	$499K	+$517K	2	0.33%	New
707	Checchi Capital Advisers Beverly Hills, California	$493K	-$674K	1	0.07%	Reduced
708	HC Henshaw Capital Woburn, Massachusetts	$492K	-$54.6K	1	0.06%	Reduced
709	Stratos Wealth Partners Beachwood, Ohio	$489K	-$193K	1	0.03%	Reduced
710	BHA Beech Hill Advisors New York	$488K	+$91.9K	1	0.29%	Increased
711	Beck Mack & Oliver New York	$485K	$0	1	0.02%	Maintained
712	Wolverine Asset Management Chicago, Illinois	$484K	$0	1	0.01%	Maintained
713	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$483K	+$530K	1	0.82%	New
714	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$479K	+$173K	1	0.54%	Increased
715	CWA Asset Management Group Naples, Florida	$477K	+$494K	1	0.2%	New
716	Fort Point Capital Partners San Francisco, California	$472K	+$28.9K	1	0.26%	Increased
717	ABFS Appropriate Balance Financial Services Bellevue, Washington	$470K	-$52K	1	0.29%	Reduced
718	AWM AllSquare Wealth Management Albany, New York	$468K	-$18.1K	2	0.43%	Reduced
719	BO Bach Option Wanchai, Hong Kong	$465K	+$497K	2	0.21%	New
720	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$465K	+$272K	1	0.1%	Increased
721	Osborn Williams & Donohoe Cincinnati, Ohio	$463K	+$270K	1	0.09%	Increased
722	Level Four Advisory Services Dallas, Texas	$462K	+$507K	1	0.06%	New
723	Pacer Advisors Malvern, Pennsylvania	$457K	+$473K	1	0.07%	New
724	Virtu KCG Holdings New York	$456K	-$4.59M	1	0.01%	Reduced
725	Sumitomo Life Insurance Tokyo, Japan	$448K	-$395K	1	0.06%	Reduced