← 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
SFM
Signature Financial Management
Virginia
$306K +$48.5K 1 0.2% Increased
752
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$305K +$14.5K 1 0.16% Increased
753
Woodstock Corp
Woodstock Corp
Massachusetts
$302K $0 1 0.06% Maintained
754
Fiduciary Trust
Fiduciary Trust
Massachusetts
$301K -$223K 1 0.01% Reduced
755
AQR Capital Management
AQR Capital Management
Connecticut
$299K +$307K 1 0% New
756
RNC Capital Management
RNC Capital Management
California
$299K $0 1 0.03% Maintained
757
1GA
1st Global Advisors
Texas
$295K +$308K 1 0.04% New
758
PBT
Pictet Bank & Trust
Bahamas
$291K +$304K 1 0.1% New
759
Quadrant Capital Group
Quadrant Capital Group
Ohio
$280K +$294K 2 0.18% New
760
CA
Cambridge Advisors
Nebraska
$277K +$285K 1 0.16% New
761
IWMPD
Integrated Wealth Management (Palm Desert)
California
$275K -$1.37K 2 0.11% Reduced
762
Dixon Hubard Feinour & Brown
Dixon Hubard Feinour & Brown
Virginia
$269K -$87K 1 0.08% Reduced
763
Prospera Financial Services
Prospera Financial Services
Texas
$260K -$239K 1 0.06% Reduced
764
SFSIG
San Francisco Sentry Investment Group
California
$259K +$10.2K 1 0.16% Increased
765
LVW Advisors
LVW Advisors
New York
$256K -$53.8K 1 0.11% Reduced
766
Steel Grove Capital Advisors
Steel Grove Capital Advisors
Tennessee
$252K $0 1 0.06% Maintained
767
MPA
Marvin & Palmer Associates
Delaware
$251K -$4.03M 1 0.24% Reduced
768
Rational Advisors
Rational Advisors
New York
$247K +$258K 1 0.08% New
769
Commerce Bank
Commerce Bank
Missouri
$244K -$1.29K 1 0% Reduced
770
Gofen & Glossberg
Gofen & Glossberg
Illinois
$243K +$3.18K 1 0.01% Increased
771
Intrust Bank
Intrust Bank
Kansas
$243K +$14.1K 1 0.08% Increased
772
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$242K +$253K 1 0.02% New
773
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$242K +$11.9K 1 0.01% Increased
774
Private Trust Company
Private Trust Company
Ohio
$236K +$247K 1 0.07% New
775
WhitTier Trust Company
WhitTier Trust Company
Nevada
$232K -$3.44K 1 0.03% Reduced