← 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	NFG Next Financial Group Houston, Texas	$797K	+$50.4K	2	0.19%	Increased
777	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$794K	-$130K	2	0.02%	Reduced
778	LCP Legacy Capital Partners Milwaukee, Wisconsin	$793K	-$1.85K	2	0.43%	Reduced
779	Trexquant Investment Stamford, Connecticut	$791K	+$766K	2	0.22%	New
780	Johnson Investment Counsel Cincinnati, Ohio	$777K	+$56K	2	0.02%	Increased
781	FTB First Trust Bank Nassau, Bahamas	$775K	-$2.63M	1	3.11%	Reduced
782	PTC Private Trust Company Cleveland, Ohio	$761K	+$407K	2	0.17%	Increased
783	FIM Freedom Investment Management Hartford, Connecticut	$752K	+$221K	1	0.04%	Increased
784	CONA Capital One National Association New York	$751K	+$32.8K	2	0.05%	Increased
785	HCM HMS Capital Management Nashville, Tennessee	$751K	-$248K	1	0.67%	Reduced
786	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$743K	$0	1	0.13%	Maintained
787	WIM Westside Investment Management Santa Monica, California	$734K	+$741	1	0.48%	Increased
788	Sigma Planning Corp Ann Arbor, Michigan	$731K	-$172K	1	0.07%	Reduced
789	Cetera Investment Advisers Schaumburg, Illinois	$728K	+$12.7K	1	0.18%	Increased
790	Luther King Capital Management (LKCM) Fort Worth, Texas	$726K	$0	1	0.01%	Maintained
791	CBU CIBC Bank USA Chicago, Illinois	$718K	+$477K	1	0.1%	Increased
792	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$707K	-$156K	1	0.1%	Reduced
793	UAM UAS Asset Management New York	$704K	+$617K	1	0.37%	New
794	AWM AllSquare Wealth Management Albany, New York	$699K	$0	2	0.71%	Maintained
795	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$698K	+$137K	1	0.18%	Increased
796	BHA Beech Hill Advisors New York	$689K	-$56.3K	1	0.38%	Reduced
797	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$682K	-$111K	2	0.31%	Reduced
798	IIA IPG Investment Advisors San Diego, California	$681K	+$70.4K	1	0.27%	Increased
799	SignatureFD Atlanta, Georgia	$680K	+$242K	2	0.1%	Increased
800	HL Financial Services Louisville, Kentucky	$666K	+$5.62K	1	0.01%	Increased