← 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	Segall Bryant & Hamill Chicago, Illinois	$456K	-$40.7K	1	0.01%	Reduced
777	VHAM Van Hulzen Asset Management El Dorado Hills, California	$453K	+$155K	1	0.21%	Increased
778	SMH Sanders Morris Harris Houston, Texas	$447K	+$422K	1	0.16%	New
779	Verition Fund Management Greenwich, Connecticut	$447K	+$421K	1	0.04%	New
780	Choreo LLC Rockford, Illinois	$441K	+$2.04M	2	0.06%	Increased
781	CWM Concert Wealth Management San Jose, California	$440K	-$8.24K	1	0.1%	Reduced
782	MLIC Mandatum Life Insurance Company Helsinki, Finland	$439K	-$12.3K	1	0.06%	Reduced
783	GC Gruss & Co West Palm Beach, Florida	$431K	-$2.24M	1	0.44%	Reduced
784	AAP Ardsley Advisory Partners Stamford, Connecticut	$431K	+$407K	1	0.07%	New
785	FBFS First Business Financial Services Madison, Wisconsin	$431K	$0	1	0.09%	Maintained
786	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$431K	-$148K	1	0.47%	Reduced
787	LSA L & S Advisors Los Angeles, California	$428K	+$404K	1	0.08%	New
788	Conning Inc Hartford, Connecticut	$426K	+$155K	1	0.02%	Increased
789	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$426K	+$74.8K	2	0.04%	Increased
790	WEC Winslow Evans & Crocker Boston, Massachusetts	$425K	$0	2	0.13%	Maintained
791	WC Woodstock Corp Boston, Massachusetts	$424K	$0	1	0.09%	Maintained
792	CFD Creative Financial Designs Kokomo, Indiana	$418K	-$5.17K	1	0.3%	Reduced
793	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$415K	+$391K	1	0.11%	New
794	HIM Herald Investment Management London, United Kingdom	$409K	$0	1	0.15%	Maintained
795	HCA Harbour Capital Advisors Tysons Corner, Virginia	$408K	+$20.6K	2	0.19%	Increased
796	People's United Financial Bridgeport, Connecticut	$404K	-$786K	2	0.01%	Reduced
797	MFW Mosaic Family Wealth St. Louis, Missouri	$402K	-$59.4K	2	0.17%	Reduced
798	Eagle Capital Management (New York) New York	$394K	-$1.28M	1	0%	Reduced
799	YWP YorkBridge Wealth Partners New York	$392K	-$74.5K	2	0.21%	Reduced
800	PAS Partnervest Advisory Services Santa Barbara, California	$387K	-$61.1K	1	0.17%	Reduced