← 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	AWM AllSquare Wealth Management Albany, New York	$573K	+$68.9K	2	0.55%	Increased
727	CCA Cobblestone Capital Advisors Rochester, New York	$563K	-$144K	1	0.08%	Reduced
728	PAM Princeton Alpha Management Princeton Junction, New Jersey	$561K	+$320K	1	0.11%	Increased
729	CFP Cornerstone Financial Partners Huntersville, North Carolina	$543K	-$1.15M	2	0.19%	Reduced
730	IC IKOS CIF Limassol, Cyprus	$543K	+$501K	1	3.26%	New
731	Beck Mack & Oliver New York	$537K	-$1.82M	1	0.02%	Reduced
732	Wolverine Asset Management Chicago, Illinois	$536K	$0	1	0.01%	Maintained
733	Gradient Investments Arden Hills, Minnesota	$530K	-$6.49K	1	0.05%	Reduced
734	TMC Trellus Management Company Delray Beach, Florida	$529K	-$417K	1	0.76%	Reduced
735	Cetera Investment Advisers Schaumburg, Illinois	$526K	+$168K	1	0.23%	Increased
736	MFW Mosaic Family Wealth St. Louis, Missouri	$524K	$0	2	0.24%	Maintained
737	IIA IPG Investment Advisors San Diego, California	$518K	+$116K	1	0.22%	Increased
738	Sit Investment Associates Minneapolis, Minnesota	$518K	$0	1	0.01%	Maintained
739	RA Rational Advisors Huntington, New York	$516K	+$302K	2	0.34%	Increased
740	WTB Washington Trust Bank Spokane, Washington	$502K	-$2.25K	2	0.12%	Reduced
741	WC Woodstock Corp Boston, Massachusetts	$502K	$0	1	0.1%	Maintained
742	VFA Voya Financial Advisors Windsor, Connecticut	$492K	-$96K	1	0.05%	Reduced
743	Segall Bryant & Hamill Chicago, Illinois	$490K	+$429K	1	0.01%	New
744	BHA Beech Hill Advisors New York	$487K	+$427K	1	0.3%	New
745	EP Edinburgh Partners Edinburgh, United Kingdom	$486K	+$46.3K	2	0.09%	Increased
746	FMT First Mercantile Trust Cordova, Tennessee	$486K	+$32.3K	1	0.06%	Increased
747	FPCP Fort Point Capital Partners San Francisco, California	$476K	-$78.4K	1	0.22%	Reduced
748	PAS Partnervest Advisory Services Santa Barbara, California	$474K	-$43.1K	1	0.22%	Reduced
749	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$472K	-$28.7K	1	0.27%	Reduced
750	Alpha Cubed Investments Irvine, California	$471K	+$428K	2	0.13%	New