← 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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$238K	-$60K	2	0.25%	Reduced
777	Prospera Financial Services Dallas, Texas	$234K	-$93.2K	1	0.05%	Reduced
778	GIM Greystone Investment Management Cincinnati, Ohio	$230K	+$205K	1	0.1%	New
779	HPCM High Pointe Capital Management Chicago, Illinois	$225K	-$1.63M	1	0.33%	Reduced
780	Commerce Bank Kansas City, Missouri	$224K	-$11.2K	1	0%	Reduced
781	FCI Financial Counselors Inc Overland Park, Kansas	$223K	+$199K	1	0.01%	New
782	CONA Capital One National Association New York	$222K	+$198K	1	0.02%	New
783	Welch Group Birmingham, Alabama	$222K	+$2.72K	1	0.04%	Increased
784	Coldstream Capital Management Bellevue, Washington	$220K	-$2.89K	1	0.04%	Reduced
785	MRCM M&R Capital Management Summit, New Jersey	$220K	-$304K	1	0.07%	Reduced
786	PIM Partner Investment Management San Francisco, California	$219K	-$1.04M	1	0.36%	Reduced
787	IIM Ivory Investment Management New York	$218K	+$194K	1	0.01%	New
788	GS Girard Securities San Diego, California	$216K	$0	1	0.21%	Maintained
789	MCM Matterhorn Capital Management San Antonio, Texas	$216K	+$192K	1	0.14%	New
790	GC Gratry & Company Beachwood, Ohio	$214K	+$190K	1	0.15%	New
791	MLIC Mandatum Life Insurance Company Helsinki, Finland	$214K	-$31K	1	0.03%	Reduced
792	MCM Murphy Capital Management Bedminster, New Jersey	$213K	-$342K	1	0.03%	Reduced
793	Quadrant Capital Group Cincinnati, Ohio	$212K	+$9.15K	2	0.14%	Increased
794	ADL Asset Dedication LLC San Francisco, California	$211K	+$31.2K	2	0.16%	Increased
795	Riverbridge Partners Minneapolis, Minnesota	$210K	$0	1	0%	Maintained
796	Colony Group Boston, Massachusetts	$208K	+$122K	1	0.02%	Increased
797	Wilmington Savings Fund Society Wilmington, Delaware	$208K	$0	1	0.01%	Maintained
798	AIC Ayalon Insurance Company Ramat Gan, Israel	$205K	$0	2	0.17%	Maintained
799	FWM Frontier Wealth Management Kansas City, Missouri	$203K	$0	1	0.02%	Maintained
800	Huntington National Bank Columbus, Ohio	$203K	+$142K	2	0.01%	Increased