← 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
726	Gradient Investments Arden Hills, Minnesota	$450K	-$368K	1	0.06%	Reduced
727	TP Truvvo Partners New York	$439K	+$424K	1	0.23%	New
728	MFW Mosaic Family Wealth St. Louis, Missouri	$433K	+$422K	2	0.19%	New
729	AWM AllSquare Wealth Management Albany, New York	$430K	+$62.8K	2	0.43%	Increased
730	CSA Cottage Street Advisors Marion, Massachusetts	$411K	+$384K	1	0.36%	New
731	Logan Capital Management Newtown Square, Pennsylvania	$410K	$0	1	0.03%	Maintained
732	FIM Freedom Investment Management Hartford, Connecticut	$409K	+$395K	1	0.03%	New
733	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$406K	-$9.21K	1	0.17%	Reduced
734	GC Gruss & Co West Palm Beach, Florida	$406K	+$392K	1	0.54%	New
735	PBT Pictet Bank & Trust Nassau, Bahamas	$405K	-$15.7K	1	0.14%	Reduced
736	Washington Trust Bank Spokane, Washington	$405K	+$275K	2	0.09%	Increased
737	C CFO4Life Coppell, Texas	$403K	-$26.8K	1	0.38%	Reduced
738	Sit Investment Associates Minneapolis, Minnesota	$402K	$0	1	0.01%	Maintained
739	Connable Office Inc Kalamazoo, Michigan	$387K	+$70.8K	1	0.11%	Increased
740	Sterling Capital Management Charlotte, North Carolina	$386K	+$41.9K	1	0%	Increased
741	Woodstock Corp Boston, Massachusetts	$385K	$0	1	0.08%	Maintained
742	WAS WESPAC Advisors SoCal Pasadena, California	$381K	+$369K	1	0.25%	New
743	Ashfield Capital Partners San Francisco, California	$378K	$0	1	0.03%	Maintained
744	LPC Loeb Partners Corp New York	$378K	$0	1	0.12%	Maintained
745	Hershey Trust Company Hershey, Pennsylvania	$374K	+$361K	1	0.01%	New
746	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$373K	-$49.2K	2	0.16%	Reduced
747	AIM Advantage Investment Management Cedar Rapids, Iowa	$367K	-$19.4K	1	0.19%	Reduced
748	Paloma Partners Greenwich, Connecticut	$365K	-$1.23M	1	0.01%	Reduced
749	Westwood Holdings Group Dallas, Texas	$358K	+$345K	1	0%	New
750	ACP Arcus Capital Partners Atlanta, Georgia	$355K	+$343K	1	0.26%	New