← 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	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$386K	-$301K	1	0.41%	Reduced
777	Sequoia Financial Advisors Akron, Ohio	$384K	-$23.5K	1	0.07%	Reduced
778	I2I Insight 2811 Inc Chicago, Illinois	$381K	-$204K	1	0.24%	Reduced
779	AIM Advantage Investment Management Cedar Rapids, Iowa	$379K	+$21.9K	2	0.14%	Increased
780	AIP ARS Investment Partners New York	$377K	+$330K	1	0.08%	New
781	JIP Jaffetilchin Investment Partners Tampa, Florida	$377K	-$271K	1	0.12%	Reduced
782	Granahan Investment Management Waltham, Massachusetts	$373K	+$327K	1	0.01%	New
783	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$370K	-$3.46K	1	0.16%	Reduced
784	FPCM Financial Partners Capital Management New York	$369K	-$265K	1	0.09%	Reduced
785	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$364K	+$30.4K	1	0.05%	Increased
786	Castleark Management Chicago, Illinois	$360K	+$212K	2	0.01%	Increased
787	Scharf Investments Los Gatos, California	$360K	-$67M	1	0.01%	Reduced
788	RCG Ruggie Capital Group Tavares, Florida	$359K	+$6.86K	1	0.32%	Increased
789	CMT Capital Markets Trading Frankfurt, Germany	$353K	-$312K	1	0.03%	Reduced
790	CBU CIBC Bank USA Chicago, Illinois	$352K	-$59.4K	1	0.05%	Reduced
791	QC QCM Cayman Houston, Texas	$351K	+$308K	1	0.39%	New
792	Ronald Blue & Co Roswell, Georgia	$351K	-$78.5K	1	0.01%	Reduced
793	Old National Bancorp Evansville, Indiana	$348K	+$102K	1	0.02%	Increased
794	EP Wealth Advisors Torrance, California	$344K	+$302K	1	0.05%	New
795	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$343K	+$56.6K	2	0.29%	Increased
796	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$340K	+$38.2K	1	0.07%	Increased
797	BWP Baldwin Wealth Partners Marion, Massachusetts	$336K	+$139K	1	0.06%	Increased
798	SFM Signature Financial Management Norfolk, Virginia	$335K	$0	1	0.14%	Maintained
799	ED Exane Derivatives Paris, France	$331K	-$1.32M	1	0.05%	Reduced
800	PMG ProVise Management Group Clearwater, Florida	$331K	-$290K	1	0.06%	Reduced