← 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	HC Henshaw Capital Woburn, Massachusetts	$560K	+$44.5K	1	0.06%	Increased
752	AWM AllSquare Wealth Management Albany, New York	$557K	$0	2	0.49%	Maintained
753	WIM Westside Investment Management Santa Monica, California	$548K	+$129K	1	0.26%	Increased
754	Cetera Investment Advisers Schaumburg, Illinois	$545K	+$217K	1	0.15%	Increased
755	FMT First Mercantile Trust Cordova, Tennessee	$545K	+$147K	1	0.08%	Increased
756	IP Intellectus Partners San Francisco, California	$545K	$0	1	0.28%	Maintained
757	Parnassus Investments San Francisco, California	$539K	$0	1	0%	Maintained
758	BTIS BB&T Investment Services Charlotte, North Carolina	$533K	+$436K	2	0.21%	Increased
759	JWBC J.W. Burns & Co Dewitt, New York	$531K	+$501K	1	0.15%	New
760	BFG Beacon Financial Group Dallas, Texas	$525K	-$71.3K	1	0.1%	Reduced
761	FPCP Fort Point Capital Partners San Francisco, California	$518K	$0	1	0.27%	Maintained
762	HRT Financial New York	$517K	+$489K	1	0.48%	New
763	IPC Independent Portfolio Consultants Boca Raton, Florida	$517K	-$50.2K	1	0.18%	Reduced
764	Beck Mack & Oliver New York	$509K	$0	1	0.02%	Maintained
765	FPCM Financial Partners Capital Management New York	$498K	+$49.4K	1	0.11%	Increased
766	BCM Beck Capital Management Austin, Texas	$488K	+$460K	1	0.26%	New
767	State of Wisconsin Investment Board Madison, Wisconsin	$484K	+$457K	1	0%	New
768	YIA YHB Investment Advisors West Hartford, Connecticut	$484K	-$7.63K	1	0.09%	Reduced
769	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$481K	$0	1	0.44%	Maintained
770	CCA Cobblestone Capital Advisors Rochester, New York	$474K	-$68.2K	1	0.06%	Reduced
771	Granahan Investment Management Waltham, Massachusetts	$474K	+$34.8K	1	0.05%	Increased
772	ACP Arcus Capital Partners Atlanta, Georgia	$471K	$0	1	0.3%	Maintained
773	CPA Clear Perspective Advisors Aurora, Illinois	$470K	-$55.4K	2	0.31%	Reduced
774	WP WealthSource Partners San Luis Obispo, California	$470K	+$444K	1	0.17%	New
775	IIA IPG Investment Advisors San Diego, California	$460K	-$509	1	0.21%	Reduced