← 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	LCM Logan Capital Management Newtown Square, Pennsylvania	$356K	$0	1	0.03%	Maintained
752	PM Parametrica Management Wanchai, Hong Kong	$356K	+$368K	1	0.35%	New
753	AIM Advantage Investment Management Cedar Rapids, Iowa	$354K	+$41.7K	2	0.13%	Increased
754	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$351K	+$385K	1	0.18%	New
755	FBFS First Business Financial Services Madison, Wisconsin	$351K	$0	1	0.08%	Maintained
756	CFD Creative Financial Designs Kokomo, Indiana	$350K	+$381K	2	0.29%	New
757	WC Woodstock Corp Boston, Massachusetts	$346K	-$77.5K	1	0.07%	Reduced
758	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$345K	-$51.5K	1	0.19%	Reduced
759	PAM PT Asset Management Chicago, Illinois	$342K	+$375K	1	0.08%	New
760	Wealthspire Advisors (Maryland) Potomac, Maryland	$340K	-$65.4K	1	0.05%	Reduced
761	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$338K	$0	1	0.15%	Maintained
762	Gradient Investments Arden Hills, Minnesota	$338K	-$111K	1	0.03%	Reduced
763	Sequoia Financial Advisors Akron, Ohio	$338K	-$8.85K	1	0.05%	Reduced
764	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$334K	-$25.2K	2	0.08%	Reduced
765	HIM Herald Investment Management London, United Kingdom	$333K	$0	1	0.14%	Maintained
766	Vident Investment Advisory Alpharetta, Georgia	$326K	+$357K	1	0.04%	New
767	MC Moors & Cabot Boston, Massachusetts	$321K	+$112K	1	0.05%	Increased
768	FMT First Mercantile Trust Cordova, Tennessee	$316K	-$94.9K	1	0.05%	Reduced
769	HCA Harbour Capital Advisors Tysons Corner, Virginia	$316K	+$346K	1	0.23%	New
770	BCM BTC Capital Management Des Moines, Iowa	$314K	+$133K	1	0.06%	Increased
771	Old National Bancorp Evansville, Indiana	$305K	-$10K	1	0.02%	Reduced
772	Tower Research Capital (TRC) New York	$304K	-$146K	1	0.03%	Reduced
773	Colony Group Boston, Massachusetts	$302K	+$86.7K	1	0.03%	Increased
774	KT Kanaly Trust Houston, Texas	$302K	-$345K	2	0.06%	Reduced
775	CMANY Capital Management Associates (New York) New York	$299K	+$327K	1	0.47%	New