← 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	CCM Compton Capital Management Providence, Rhode Island	$249K	+$246K	1	0.14%	New
802	FBT Founders Bank & Trust Grand Rapids, Michigan	$242K	$0	1	0.13%	Maintained
803	RegentAtlantic Capital Morristown, New Jersey	$239K	+$237K	2	0.02%	New
804	BTNA Bremer Trust National Association St. Cloud, Minnesota	$239K	+$236K	1	0.08%	New
805	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$238K	+$235K	1	0.14%	New
806	CC Courier Capital Buffalo, New York	$236K	+$233K	1	0.05%	New
807	New York Life Investment Management New York	$236K	+$234K	2	0.03%	New
808	WEC Winslow Evans & Crocker Boston, Massachusetts	$236K	+$18.4K	2	0.07%	Increased
809	KBC Group Brussels, Belgium	$235K	+$101K	2	0%	Increased
810	NCM Narwhal Capital Management Marietta, Georgia	$235K	+$232K	1	0.09%	New
811	ATC Argent Trust Co Nashville, Tennessee	$228K	+$229K	1	0.14%	New
812	ACM Ashford Capital Management Wilmington, Delaware	$228K	$0	1	0.05%	Maintained
813	Coldstream Capital Management Bellevue, Washington	$228K	$0	1	0.06%	Maintained
814	DLHL Donald L. Hagan LLC Sarasota, Florida	$228K	+$229K	1	0.21%	New
815	HT HighTower Trust Houston, Texas	$228K	$0	1	0.03%	Maintained
816	JEW Jamison Eaton & Wood Bedminster, New Jersey	$228K	$0	1	0.06%	Maintained
817	WTB Washington Trust Bank Spokane, Washington	$228K	+$102K	2	0.06%	Increased
818	IT Independence Trust Franklin, Tennessee	$223K	+$221K	1	0.13%	New
819	BDF Balasa Dinverno & Foltz	$222K	+$224K	1	0.03%	New
820	CAM CG Asset Management New York	$221K	+$222K	1	0.09%	New
821	Wilmington Savings Fund Society Wilmington, Delaware	$220K	-$43.6K	1	0.01%	Reduced
822	Welch Group Birmingham, Alabama	$216K	-$43.3K	1	0.04%	Reduced
823	Burney Company Reston, Virginia	$215K	-$2.29K	1	0.02%	Reduced
824	GD Grandfield & Dodd New York	$214K	$0	1	0.03%	Maintained
825	Hennessy Advisors Inc Novato, California	$214K	+$211K	1	0.01%	New