← 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	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.93M	-$61.4K	1	0.47%	Reduced
727	TNAM Terra Nova Asset Management New York	$1.92M	+$37.8K	1	3.93%	Increased
728	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.92M	+$624K	1	1.29%	Increased
729	IP Intellectus Partners San Francisco, California	$1.9M	+$566K	2	0.79%	Increased
730	AHC Anderson Hoagland & Co St Louis, Missouri	$1.9M	$0	1	1.17%	Maintained
731	IB Intrust Bank Wichita, Kansas	$1.9M	+$132K	1	0.62%	Increased
732	Bradley Foster & Sargent Hartford, Connecticut	$1.88M	+$18.1K	2	0.07%	Increased
733	HC Henshaw Capital Woburn, Massachusetts	$1.87M	+$380K	2	0.19%	Increased
734	WC Wexford Capital West Palm Beach, Florida	$1.87M	-$22.1M	1	0.16%	Reduced
735	NFG Next Financial Group Houston, Texas	$1.85M	+$743K	2	0.51%	Increased
736	Sumitomo Life Insurance Tokyo, Japan	$1.83M	+$97.3K	1	0.23%	Increased
737	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.83M	-$203K	1	0.92%	Reduced
738	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.83M	+$857K	2	0.46%	Increased
739	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.82M	-$94.7K	1	1.36%	Reduced
740	Avalon Investment & Advisory Houston, Texas	$1.82M	-$245K	2	0.06%	Reduced
741	First Manhattan New York	$1.81M	+$126K	2	0.01%	Increased
742	GC Gratry & Company Beachwood, Ohio	$1.81M	+$233K	2	2.21%	Increased
743	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.81M	$0	1	0.37%	Maintained
744	MI Markston International White Plains, New York	$1.79M	-$122K	1	0.18%	Reduced
745	MCP Mirador Capital Partners Pleasanton, California	$1.78M	-$12.9K	2	1.04%	Reduced
746	VFA Voya Financial Advisors Windsor, Connecticut	$1.78M	+$205K	2	0.12%	Increased
747	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.77M	-$203K	1	0.09%	Reduced
748	BRC Bell Rock Capital Rehoboth Beach, Delaware	$1.76M	+$1.12M	1	1%	Increased
749	FIB First Interstate Bank Billings, Montana	$1.76M	-$57.7K	1	0.38%	Reduced
750	KFA Kelleher Financial Advisors New York	$1.73M	+$153K	2	3.63%	Increased