← 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	WP WealthPLAN Partners Omaha, Nebraska	$210K	+$426K	2	0.03%	New
802	Riverbridge Partners Minneapolis, Minnesota	$208K	+$203K	1	0%	New
803	AIC Ayalon Insurance Company Ramat Gan, Israel	$207K	+$7.85K	2	0.17%	Increased
804	Wilmington Savings Fund Society Wilmington, Delaware	$206K	+$201K	1	0.01%	New
805	KA Kovack Advisors Ft. Lauderdale, Florida	$204K	+$197K	1	0.13%	New
806	SGAM Steinberg Global Asset Management Boca Raton, Florida	$204K	+$197K	1	0.04%	New
807	FFA First Foundation Advisors Irvine, California	$203K	+$196K	1	0.01%	New
808	HI Hudock Inc Williamsport, Pennsylvania	$202K	$0	2	0.09%	Maintained
809	Quadrant Capital Group Cincinnati, Ohio	$202K	-$88.8K	2	0.14%	Reduced
810	FWM Frontier Wealth Management Kansas City, Missouri	$201K	-$88.5K	1	0.03%	Reduced
811	PAS Partnervest Advisory Services Santa Barbara, California	$201K	-$832K	1	0.11%	Reduced
812	CCM Cupps Capital Management Chicago, Illinois	$200K	+$189K	1	0.03%	Increased
813	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$189K	+$184K	1	0.16%	New
814	GBT Grove Bank & Trust Miami, Florida	$177K	+$173K	2	0.16%	New
815	WA WealthTrust-Arizona Scottsdale, Arizona	$177K	+$62.2K	2	0.11%	Increased
816	ADL Asset Dedication LLC San Francisco, California	$173K	+$169K	2	0.11%	New
817	AA Apriem Advisors Irvine, California	$170K	$0	2	0.06%	Maintained
818	TI Turner Investments Berwyn, Pennsylvania	$165K	+$49.8K	1	0.03%	Increased
819	MPA Marvin & Palmer Associates Wilmington, Delaware	$163K	-$73.7K	1	0.17%	Reduced
820	MMG Monetary Management Group St Louis, Missouri	$158K	-$3.92K	1	0.08%	Reduced
821	EP Edinburgh Partners Edinburgh, United Kingdom	$155K	+$73.7K	1	0.02%	Increased
822	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$142K	-$25K	1	0.03%	Reduced
823	WEC Winslow Evans & Crocker Boston, Massachusetts	$140K	$0	2	0.04%	Maintained
824	1832 Asset Management Toronto, Ontario, Canada	$138K	+$78.5K	1	0%	Increased
825	Victory Capital Management San Antonio, Texas	$136K	+$132K	1	0%	New