← 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
751	GCM Gunpowder Capital Management Towson, Maryland	$613K	-$13.7K	2	0.43%	Reduced
752	Benjamin Edwards Inc Clayton, Missouri	$604K	-$650K	1	0.01%	Reduced
753	Assenagon Asset Management Senningerberg, Luxembourg	$602K	+$326K	1	0%	Increased
754	ICM Ionic Capital Management New York	$601K	-$106K	1	0.09%	Reduced
755	Kingsview Wealth Management Grants Pass, Oregon	$595K	-$58.3K	2	0.01%	Reduced
756	United Capital Financial Advisors Irving, Texas	$589K	+$877	1	0%	Increased
757	HC Henshaw Capital Woburn, Massachusetts	$588K	-$26K	1	0.02%	Reduced
758	KP Keel Point Huntsville, Alabama	$587K	-$10.3K	1	0.03%	Reduced
759	CCA Cygnus Capital Advisors Atlanta, Georgia	$583K	+$22.7K	1	0.4%	Increased
760	DAM DLD Asset Management New York	$583K	+$632K	1	0.04%	New
761	Mount Yale Investment Advisors Denver, Colorado	$582K	+$81.8K	1	0.01%	Increased
762	TNA True North Advisors Dallas, Texas	$582K	+$569K	1	0.06%	Increased
763	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$581K	+$146K	1	0.01%	Increased
764	FWP Forefront Wealth Partners Austin, Texas	$581K	+$291K	1	0.18%	Increased
765	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$575K	+$10.5K	1	0.07%	Increased
766	Westwood Holdings Group Dallas, Texas	$575K	+$65.1K	2	0%	Increased
767	B Birchbrook Bangor, Maine	$575K	+$40K	1	0.27%	Increased
768	LOIM Liberty One Investment Management Libertyville, Illinois	$570K	+$148K	1	0.06%	Increased
769	CIBC Asset Management Toronto, Ontario, Canada	$570K	+$74K	1	0%	Increased
770	WesBanco Bank Wheeling, West Virginia	$560K	-$1.13K	2	0.01%	Reduced
771	California Public Employees Retirement System Sacramento, California	$558K	+$372K	1	0%	Increased
772	ACM Accent Capital Management Centerville, Ohio	$556K	+$533K	2	0.24%	Increased
773	TCW Group Los Angeles, California	$553K	+$94.2K	1	0%	Increased
774	ADIC Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates	$546K	+$418K	1	0.08%	Increased
775	Avidian Wealth Enterprises Houston, Texas	$537K	-$71.8K	1	0.01%	Reduced