← 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
801	Cary Street Partners Richmond, Virginia	$465K	+$2K	1	0.01%	Increased
802	Wealthfront Advisers Palo Alto, California	$463K	+$391K	1	0%	Increased
803	CPA Capital Performance Advisors Walnut Creek, California	$461K	-$108K	1	0.03%	Reduced
804	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$460K	-$551K	1	0.01%	Reduced
805	Freestone Capital Holdings Seattle, Washington	$460K	+$20.8K	1	0.01%	Increased
806	Harbour Investments Madison, Wisconsin	$459K	-$32.2K	3	0.01%	Reduced
807	CF Centaurus Financial Anaheim, California	$458K	-$729K	1	0.02%	Reduced
808	ING Group Amsterdam, Netherlands	$457K	+$111K	1	0%	Increased
809	OWM Orca Wealth Management New Port Richey, Florida	$456K	+$39.2K	1	0.27%	Increased
810	QIM Quantitative Investment Management Charlottesville, Virginia	$456K	-$415K	1	0.05%	Reduced
811	NG Northstar Group New York	$453K	$0	1	0.06%	Maintained
812	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$453K	-$792K	2	0.06%	Reduced
813	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$449K	+$20.5K	1	0.08%	Increased
814	CNWM Clay Northam Wealth Management Huntington Beach, California	$449K	-$20K	1	0.22%	Reduced
815	Diversify Advisory Services Sandy, Utah	$448K	+$488K	1	0.01%	New
816	Diversify Wealth Management Sandy, Utah	$448K	-$1.27M	1	0.01%	Reduced
817	IG IFS Group York, Pennsylvania	$445K	+$139K	1	0.61%	Increased
818	WFI West Family Investments Carlsbad, California	$443K	-$307K	1	0.13%	Reduced
819	NI Natural Investments Windsor, California	$439K	+$36.3K	1	0.1%	Increased
820	SAM Sycomore Asset Management Paris, France	$439K	$0	2	0.05%	Maintained
821	JWM Jeppson Wealth Management Manhattan Beach, California	$439K	+$63K	1	0.13%	Increased
822	RWFS Rayburn West Financial Services Nashville, Tennessee	$437K	+$81.9K	1	0.24%	Increased
823	GPA Guerra Pan Advisors Montclair, New Jersey	$434K	-$11.9K	1	0.24%	Reduced
824	SCP Sivia Capital Partners Mill Valley, California	$433K	+$229K	2	0.05%	Increased
825	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$433K	-$12.2K	2	0.04%	Reduced