← 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	RFA Reilly Financial Advisors La Mesa, California	$105K	+$2.11K	2	0.02%	Increased
777	EWM Edge Wealth Management New York	$104K	$0	1	0.04%	Maintained
778	Allworth Financial Folsom, California	$99K	$0	2	0.01%	Maintained
779	First Horizon Advisors Memphis, Tennessee	$95K	$0	2	0.01%	Maintained
780	FO FT Options Chicago, Illinois	$95K	+$93.9K	1	0.08%	New
781	RIM Ranger International Management Lake Forest, Illinois	$92K	$0	1	0.04%	Maintained
782	Krilogy Financial St. Louis, Missouri	$89K	+$14.6K	2	0.03%	Increased
783	AIM Acrospire Investment Management Chicago, Illinois	$87K	+$47K	1	0.06%	Increased
784	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$87K	+$86.1K	1	0%	New
785	IR Invictus RG Hamilton, Bermuda	$85K	-$479K	1	0.09%	Reduced
786	HI Hudock Inc Williamsport, Pennsylvania	$83K	-$80.2K	1	0.05%	Reduced
787	VNA Valley National Advisers Bethlehem, Pennsylvania	$83K	$0	1	0.04%	Maintained
788	WAS WESPAC Advisors SoCal Pasadena, California	$81.2K	-$15.7K	2	0.05%	Reduced
789	CA CapWealth Advisors Franklin, Tennessee	$81K	$0	2	0.02%	Maintained
790	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$81K	-$43K	2	0.01%	Reduced
791	TDC Thompson Davis & Co Richmond, Virginia	$81K	$0	1	0.13%	Maintained
792	BAM Barrett Asset Management New York	$80K	-$7.34M	1	0.01%	Reduced
793	HR Howe & Rusling Rochester, New York	$78K	-$11.2K	2	0.02%	Reduced
794	DOA D'Orazio & Associates Falls Church, Virginia	$74K	$0	2	0.03%	Maintained
795	AIC Ayalon Insurance Company Ramat Gan, Israel	$69K	-$137K	1	0.06%	Reduced
796	PMFA Plante Moran Financial Advisors Southfield, Michigan	$68K	+$4.42K	2	0.05%	Increased
797	ANBT American National Bank & Trust Wichita Falls, Texas	$67K	+$10.2K	2	0.02%	Increased
798	Avior Wealth Management Omaha, Nebraska	$66K	$0	2	0.03%	Maintained
799	CFN Cordasco Financial Network Naples, Florida	$66K	+$70.2K	1	0.08%	New
800	Victory Capital Management San Antonio, Texas	$66K	-$101K	1	0%	Reduced