← 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	Tower Research Capital (TRC) New York	$467K	+$43.5K	2	0.05%	Increased
752	Wealthspire Advisors (Maryland) Potomac, Maryland	$464K	-$106K	2	0.07%	Reduced
753	ACP Arcus Capital Partners Atlanta, Georgia	$462K	$0	1	0.34%	Maintained
754	GAMA Graticule Asia Macro Advisors New York	$455K	+$399K	1	0.03%	New
755	PIM Partner Investment Management San Francisco, California	$446K	-$127K	1	0.66%	Reduced
756	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$444K	+$389K	1	0.04%	New
757	JFA JNBA Financial Advisors Bloomington, Minnesota	$444K	+$357K	2	0.06%	Increased
758	SignatureFD Atlanta, Georgia	$444K	+$157K	2	0.06%	Increased
759	CONA Capital One National Association New York	$442K	+$172K	1	0.04%	Increased
760	EDRM Edmond de Rothschild (Monaco) Monaco	$438K	+$383K	1	0.38%	New
761	AIM Allen Investment Management New York	$437K	-$12.6K	1	0.03%	Reduced
762	WEC Winslow Evans & Crocker Boston, Massachusetts	$437K	-$73.8K	2	0.13%	Reduced
763	Coldstream Capital Management Bellevue, Washington	$434K	+$396K	2	0.08%	New
764	FO FT Options Chicago, Illinois	$434K	+$269K	1	0.34%	Increased
765	Savant Capital Rockford, Illinois	$434K	+$81.7K	1	0.12%	Increased
766	MLIC Mandatum Life Insurance Company Helsinki, Finland	$431K	+$72.6K	1	0.06%	Increased
767	JIC Joel Isaacson & Co New York	$427K	$0	2	0.09%	Maintained
768	FBFS First Business Financial Services Madison, Wisconsin	$423K	-$92.7K	1	0.1%	Reduced
769	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$416K	-$73.5K	2	0.11%	Reduced
770	IH IFC Holdings Tampa, Florida	$414K	-$11.6K	1	0.04%	Reduced
771	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$405K	-$100K	2	0.15%	Reduced
772	HIM Herald Investment Management London, United Kingdom	$402K	+$352K	1	0.15%	New
773	RGNCM R.G. Niederhoffer Capital Management New York	$401K	+$104K	1	1.94%	Increased
774	LCM Logan Capital Management Newtown Square, Pennsylvania	$395K	$0	1	0.03%	Maintained
775	YIA YHB Investment Advisors West Hartford, Connecticut	$391K	-$389K	1	0.09%	Reduced