← 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	PIM Parasol Investment Management Westmont, Illinois	$19K	$0	1	0.01%	Maintained
752	EMA Efficient Market Advisors San Diego, California	$18K	+$18K	1	0%	New
753	WF WealthTrust Fairport Cleveland, Ohio	$18K	+$18K	1	0%	New
754	TIM Tortoise Investment Management White Plains, New York	$14K	+$14.4K	1	0.01%	New
755	WOC West Oak Capital Westlake Village, California	$13.7K	$0	1	0.01%	Maintained
756	DAM Delta Asset Management Memphis, Tennessee	$13K	-$4.23K	1	0%	Reduced
757	JFA JNBA Financial Advisors Bloomington, Minnesota	$13K	+$13.5K	1	0.01%	New
758	CPA Cowen Prime Advisors New York	$11K	+$10.6K	1	0%	New
759	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$11K	$0	1	0%	Maintained
760	CFG CKW Financial Group Honolulu, Hawaii	$10K	$0	1	0%	Maintained
761	GSC Ground Swell Capital Folly Beach, South Carolina	$10K	+$10.1K	1	0.02%	New
762	TCI Wealth Advisors Tucson, Arizona	$10K	+$3.32K	2	0.01%	Increased
763	CI Global Investments Oakland, California	$9K	+$8.98K	1	0%	New
764	CFS Community Financial System Syracuse, New York	$9K	+$8.98K	1	0%	New
765	LNB Ledyard National Bank	$9K	$0	1	0%	Maintained
766	PI Panthera Investment Frankfurt, Germany	$9K	+$8.98K	1	0%	New
767	Synovus Financial Columbus, Georgia	$9K	-$9.02K	1	0%	Reduced
768	HCM Highlander Capital Management Short Hills, New Jersey	$8.88K	+$8.98K	1	0.01%	New
769	FMP Financial Management Professionals Austin, Texas	$8K	+$8.98K	1	0.01%	New
770	First Manhattan New York	$8K	+$8.98K	1	0%	New
771	NCM Nelson Capital Management Menlo Park, California	$8K	$0	1	0%	Maintained
772	FCCM First City Capital Management Savannah, Georgia	$7.92K	+$3.59K	2	0.01%	Increased
773	QAM QCI Asset Management Pittsford, New York	$7K	$0	1	0%	Maintained
774	OC Oakworth Capital Birmingham, Alabama	$6K	$0	1	0%	Maintained
775	Acadian Asset Management Boston, Massachusetts	$5K	-$39.1K	1	0%	Reduced