← 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
776	AFIA America First Investment Advisors Omaha, Nebraska	$5K	+$4.94K	1	0%	New
777	DBT Dubuque Bank & Trust Dubuque, Iowa	$5K	$0	1	0%	Maintained
778	HFM Hartford Financial Management Hartford, Connecticut	$5K	$0	1	0%	Maintained
779	MCM Manchester Capital Management Manchester, Vermont	$5K	+$4.67K	1	0%	New
780	PTC Private Trust Company Cleveland, Ohio	$5K	-$1.88K	1	0%	Reduced
781	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	+$4.04K	1	0%	New
782	RNS Robert N. Shapiro	$4K	$0	1	0%	Maintained
783	VCM Vigilant Capital Management Portland, Maine	$4K	+$4.49K	1	0%	New
784	MassMutual Private Wealth & Trust Windsor, Connecticut	$3.27K	-$5.29K	1	0%	Reduced
785	ARMC American Research & Management Company Marion, Massachusetts	$2K	+$2.25K	1	0%	New
786	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained
787	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2K	$0	1	0%	Maintained
788	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2K	$0	1	0%	Maintained
789	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
790	SGC South Georgia Capital Naperville, Illinois	$1K	+$1.08K	1	0%	New
791	Alpha Cubed Investments Irvine, California	$0	-$225K	0	–	Closed
792	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$1.51M	0	–	Closed
793	ACP Aviance Capital Partners Naples, Florida	$0	-$1.11M	0	–	Closed
794	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$4K	0	–	Closed
795	Bartlett & Co Cincinnati, Ohio	$0	-$83K	0	–	Closed
796	BTP Bloom Tree Partners New York	$0	-$29.6M	0	–	Closed
797	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$2.22M	0	–	Closed
798	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$168K	0	–	Closed
799	Capstone Investment Advisors New York	$0	-$4.6M	0	–	Closed
800	Carnegie Investment Counsel Pepper Pike, Ohio	$0	-$291K	0	–	Closed