← 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	CAM Chesapeake Asset Management New York	$447K	+$490K	1	0.39%	New
727	CWM Concert Wealth Management San Jose, California	$447K	-$412K	1	0.1%	Reduced
728	CCA Cobblestone Capital Advisors Rochester, New York	$445K	-$24.6K	1	0.06%	Reduced
729	IP Intellectus Partners San Francisco, California	$443K	+$486K	1	0.23%	New
730	Parnassus Investments San Francisco, California	$439K	-$96.3K	1	0%	Reduced
731	YWP YorkBridge Wealth Partners New York	$424K	+$439K	2	0.25%	New
732	EP Edinburgh Partners Edinburgh, United Kingdom	$421K	$0	2	0.09%	Maintained
733	MFW Mosaic Family Wealth St. Louis, Missouri	$412K	-$48.1K	2	0.19%	Reduced
734	Segall Bryant & Hamill Chicago, Illinois	$407K	$0	1	0.01%	Maintained
735	Parallel Advisors San Francisco, California	$403K	+$432K	2	0.09%	New
736	CONA Capital One National Association New York	$399K	$0	1	0.03%	Maintained
737	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$392K	+$429K	1	0.38%	New
738	ACP Arcus Capital Partners Atlanta, Georgia	$384K	$0	1	0.26%	Maintained
739	WEC Winslow Evans & Crocker Boston, Massachusetts	$383K	$0	2	0.12%	Maintained
740	JIC Joel Isaacson & Co New York	$382K	$0	2	0.08%	Maintained
741	YIA YHB Investment Advisors West Hartford, Connecticut	$375K	+$54.9K	1	0.08%	Increased
742	IIA IPG Investment Advisors San Diego, California	$375K	-$60.7K	1	0.15%	Reduced
743	IHT Wealth Management Chicago, Illinois	$374K	+$393K	2	0.28%	New
744	WIM Westside Investment Management Santa Monica, California	$371K	+$369K	2	0.25%	New
745	MLIC Mandatum Life Insurance Company Helsinki, Finland	$368K	+$11.7K	1	0.05%	Increased
746	Savant Capital Rockford, Illinois	$368K	+$8.66K	1	0.1%	Increased
747	PAS Partnervest Advisory Services Santa Barbara, California	$367K	-$28.9K	1	0.17%	Reduced
748	Choreo LLC Rockford, Illinois	$365K	+$3.45M	2	0.06%	New
749	FPCM Financial Partners Capital Management New York	$363K	+$55.8K	1	0.09%	Increased
750	Granahan Investment Management Waltham, Massachusetts	$356K	+$50.5K	1	0.01%	Increased