← 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	Welch & Forbes Boston, Massachusetts	$274K	-$136K	1	0.01%	Reduced
777	CCS Crosspoint Capital Strategies Orinda, California	$272K	+$215K	2	0.07%	Increased
778	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$268K	-$631K	1	0.04%	Reduced
779	First Manhattan New York	$264K	-$3.98M	1	0%	Reduced
780	Savant Capital Rockford, Illinois	$262K	+$253K	1	0.08%	New
781	Glenview Trust Louisville, Kentucky	$259K	+$250K	1	0.03%	New
782	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$254K	-$40K	1	0.03%	Reduced
783	CL CPWM LLC Seattle, Washington	$251K	+$242K	1	0.05%	New
784	MLIC Mandatum Life Insurance Company Helsinki, Finland	$250K	+$241K	2	0.03%	New
785	Vident Investment Advisory Alpharetta, Georgia	$249K	-$4.21M	1	0.03%	Reduced
786	VCM Vision Capital Management Portland, Oregon	$248K	+$241K	1	0.06%	New
787	FRM Fox Run Management Greenwich, Connecticut	$246K	+$240K	1	0.19%	New
788	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$246K	+$237K	1	0.03%	New
789	SFSIG San Francisco Sentry Investment Group San Francisco, California	$246K	+$240K	1	0.15%	New
790	Commerce Bank Kansas City, Missouri	$243K	+$235K	1	0%	New
791	WB Webster Bank Waterbury, Connecticut	$243K	+$234K	1	0.04%	New
792	TFA Transamerica Financial Advisors St. Petersburg, Florida	$242K	-$9.81K	1	0.02%	Reduced
793	PTC Private Trust Company Cleveland, Ohio	$234K	+$227K	1	0.07%	New
794	CMANY Capital Management Associates (New York) New York	$228K	+$220K	1	0.33%	New
795	Coldstream Capital Management Bellevue, Washington	$221K	+$215K	1	0.05%	New
796	IIM Ipswich Investment Management Beverly, Massachusetts	$220K	+$215K	1	0.1%	New
797	GS Girard Securities San Diego, California	$219K	+$213K	1	0.22%	New
798	TCM Traynor Capital Management Malvern, Pennsylvania	$217K	+$212K	1	0.16%	New
799	SFM Signature Financial Management Norfolk, Virginia	$216K	+$209K	1	0.11%	New
800	Welch Group Birmingham, Alabama	$216K	-$13.8K	1	0.04%	Reduced