← 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	EP Edinburgh Partners Edinburgh, United Kingdom	$391K	+$209K	2	0.04%	Increased
727	Sit Investment Associates Minneapolis, Minnesota	$391K	$0	1	0.01%	Maintained
728	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$385K	-$114K	1	0.23%	Reduced
729	ACP Ashfield Capital Partners San Francisco, California	$382K	$0	1	0.03%	Maintained
730	CC Cadinha & Co Honolulu, Hawaii	$382K	+$85.1K	1	0.1%	Increased
731	LPC Loeb Partners Corp New York	$382K	$0	1	0.14%	Maintained
732	AWM AllSquare Wealth Management Albany, New York	$376K	-$41.7K	2	0.37%	Reduced
733	WC Woodstock Corp Boston, Massachusetts	$375K	$0	1	0.08%	Maintained
734	RAM RWC Asset Management London, United Kingdom	$373K	-$1.37M	1	0.03%	Reduced
735	IIM Ipswich Investment Management Beverly, Massachusetts	$361K	+$145K	2	0.17%	Increased
736	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$354K	$0	1	0.26%	Maintained
737	BW Gestao de Investimentos Sao Paulo, Brazil	$352K	-$394K	1	0.21%	Reduced
738	ACP Arcus Capital Partners Atlanta, Georgia	$345K	$0	1	0.25%	Maintained
739	RGNCM R.G. Niederhoffer Capital Management New York	$344K	+$306K	1	2.49%	New
740	HCM Hollencrest Capital Management Newport Beach, California	$336K	+$18.6K	1	0.06%	Increased
741	FFA First Foundation Advisors Irvine, California	$333K	+$120K	1	0.02%	Increased
742	Sumitomo Life Insurance Tokyo, Japan	$332K	+$296K	1	0.04%	New
743	Williams Jones & Associates New York	$331K	-$10M	1	0.02%	Reduced
744	BPB Badgley, Phelps & Bell Seattle, Washington	$328K	+$293K	1	0.03%	New
745	CA Cambridge Advisors Omaha, Nebraska	$324K	$0	1	0.15%	Maintained
746	Sequoia Financial Advisors Akron, Ohio	$322K	+$20.6K	1	0.1%	Increased
747	WesBanco Bank Wheeling, West Virginia	$322K	-$1.87K	1	0.02%	Reduced
748	Laird Norton Wetherby Wealth Management San Francisco, California	$311K	-$316K	1	0.07%	Reduced
749	Flow Traders U.S. New York	$307K	-$781K	2	0.03%	Reduced
750	RNC Capital Management Los Angeles, California	$307K	+$1.7K	1	0.03%	Increased