← 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	NSIM North Star Investment Management Chicago, Illinois	$9K	-$21.8K	1	0%	Reduced
777	TIM Tortoise Investment Management White Plains, New York	$9K	-$3K	1	0%	Reduced
778	WOC West Oak Capital Westlake Village, California	$8.66K	$0	1	0.01%	Maintained
779	Hillsdale Investment Management Toronto, Ontario, Canada	$8K	$0	1	0%	Maintained
780	CFSG Community Financial Services Group Newport, Vermont	$7K	$0	1	0%	Maintained
781	DRS Deane Retirement Strategies New Orleans, Louisiana	$7K	$0	1	0.01%	Maintained
782	KCM Karp Capital Management Sausalito, California	$7K	$0	1	0%	Maintained
783	WIC Woodmont Investment Counsel Nashville, Tennessee	$7K	-$8.24K	1	0%	Reduced
784	RBC Roble Belko & Company Sewickley, Pennsylvania	$6K	$0	1	0%	Maintained
785	QAM QCI Asset Management Pittsford, New York	$5K	$0	1	0%	Maintained
786	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$4K	$0	1	0%	Maintained
787	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
788	Waverly Advisors Birmingham, Alabama	$4K	$0	1	0%	Maintained
789	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$3.83K	-$7.63K	1	0%	Reduced
790	MassMutual Private Wealth & Trust Windsor, Connecticut	$3.27K	-$4.12K	1	0%	Reduced
791	CP Corbenic Partners Bethlehem, Pennsylvania	$3K	$0	1	0%	Maintained
792	CCS Crosspoint Capital Strategies Orinda, California	$3K	+$3.46K	1	0%	New
793	CCM Cupps Capital Management Chicago, Illinois	$3K	-$1.03M	1	0%	Reduced
794	DBT Dubuque Bank & Trust Dubuque, Iowa	$3K	$0	1	0%	Maintained
795	EDRE Edmond de Rothschild (Europe) Luxembourg	$3K	$0	1	0%	Maintained
796	HFM Hartford Financial Management Hartford, Connecticut	$3K	$0	1	0%	Maintained
797	MCM Manchester Capital Management Manchester, Vermont	$3K	$0	1	0%	Maintained
798	PFG Piershale Financial Group Barrington, Illinois	$3K	$0	1	0%	Maintained
799	VCM Vigilant Capital Management Portland, Maine	$3K	$0	1	0%	Maintained
800	KCPG Kavar Capital Partners Group Leawood, Kansas	$2K	-$7.27K	1	0%	Reduced