← 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	IH IFC Holdings Tampa, Florida	$298K	-$11K	1	0.04%	Reduced
752	LG Leuthold Group Minneapolis, Minnesota	$294K	+$262K	1	0.03%	New
753	Johnson Investment Counsel Cincinnati, Ohio	$291K	$0	1	0.01%	Maintained
754	PBT Pictet Bank & Trust Nassau, Bahamas	$291K	-$91.5K	1	0.11%	Reduced
755	AIM Advantage Investment Management Cedar Rapids, Iowa	$290K	-$59.6K	1	0.12%	Reduced
756	IIA IPG Investment Advisors San Diego, California	$289K	$0	1	0.13%	Maintained
757	EWM Endurance Wealth Management Providence, Rhode Island	$285K	-$1.7K	2	0.04%	Reduced
758	WA WFG Advisors Dallas, Texas	$285K	-$48.6K	2	0.08%	Reduced
759	TI Turner Investments Berwyn, Pennsylvania	$281K	+$102K	1	0.08%	Increased
760	Welch & Forbes Boston, Massachusetts	$279K	+$10.9K	1	0.01%	Increased
761	Brookstone Capital Management Wheaton, Illinois	$266K	-$253K	1	0.04%	Reduced
762	VFA Voya Financial Advisors Windsor, Connecticut	$264K	-$302K	1	0.04%	Reduced
763	MC Moors & Cabot Boston, Massachusetts	$259K	-$212K	1	0.05%	Reduced
764	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$259K	+$10.8K	1	0.03%	Increased
765	Old National Bancorp Evansville, Indiana	$257K	+$229K	1	0.02%	New
766	First Manhattan New York	$256K	$0	1	0%	Maintained
767	WB Webster Bank Waterbury, Connecticut	$256K	+$18.3K	1	0.04%	Increased
768	Savant Capital Rockford, Illinois	$254K	$0	1	0.08%	Maintained
769	C CFO4Life Coppell, Texas	$251K	-$126K	1	0.22%	Reduced
770	CL CPWM LLC Seattle, Washington	$250K	+$5.28K	1	0.05%	Increased
771	SFM Signature Financial Management Norfolk, Virginia	$250K	+$35.2K	1	0.12%	Increased
772	EMG Ellington Management Group Old Greenwich, Connecticut	$248K	+$221K	1	0.11%	New
773	SFSIG San Francisco Sentry Investment Group San Francisco, California	$248K	$0	1	0.15%	Maintained
774	CCM Cupps Capital Management Chicago, Illinois	$241K	+$41.5K	1	0.05%	Increased
775	FMT First Mercantile Trust Cordova, Tennessee	$241K	-$1.21M	1	0.03%	Reduced