← 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	Miracle Mile Advisors Los Angeles, California	$230K	-$11.9K	1	0.15%	Reduced
777	Coldstream Capital Management Bellevue, Washington	$229K	+$29.9K	1	0.06%	Increased
778	Carnegie Investment Counsel Pepper Pike, Ohio	$228K	$0	1	0.04%	Maintained
779	Personal Capital Advisors Redwood City, California	$224K	+$268K	1	0.02%	New
780	Riverbridge Partners Minneapolis, Minnesota	$219K	$0	1	0%	Maintained
781	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$217K	-$21.3K	1	0.05%	Reduced
782	CC Courier Capital Buffalo, New York	$216K	+$8.59K	1	0.04%	Increased
783	Polen Capital Management Boca Raton, Florida	$214K	+$14.7K	1	0%	Increased
784	Avalon Investment & Advisory Houston, Texas	$210K	+$219K	1	0.01%	New
785	UAS United Asset Strategies Garden City, New York	$209K	+$219K	1	0.09%	New
786	Acadian Asset Management Boston, Massachusetts	$208K	-$98.3K	2	0%	Reduced
787	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$206K	$0	1	0%	Maintained
788	Parnassus Investments San Francisco, California	$206K	$0	1	0%	Maintained
789	IIM Ipswich Investment Management Beverly, Massachusetts	$201K	-$265K	1	0.09%	Reduced
790	MCM Mengis Capital Management Portland, Oregon	$201K	$0	1	0.17%	Maintained
791	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$199K	-$20.2K	2	0%	Reduced
792	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$194K	-$430K	2	0.04%	Reduced
793	Welch Group Birmingham, Alabama	$188K	$0	1	0.04%	Maintained
794	HI Hudock Inc Williamsport, Pennsylvania	$185K	+$43K	2	0.08%	Increased
795	AA Apriem Advisors Irvine, California	$174K	-$157K	2	0.06%	Reduced
796	TDC Thompson Davis & Co Richmond, Virginia	$166K	-$4.3K	1	0.19%	Reduced
797	AIC Ayalon Insurance Company Ramat Gan, Israel	$163K	+$17.2K	2	0.12%	Increased
798	First Horizon Advisors Memphis, Tennessee	$163K	-$18.9K	2	0.02%	Reduced
799	Evercore Wealth Management New York	$149K	+$123K	2	0.01%	Increased
800	WEC Winslow Evans & Crocker Boston, Massachusetts	$142K	$0	2	0.04%	Maintained