← 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	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$203K	+$180K	1	0.09%	New
802	FIM Freedom Investment Management Hartford, Connecticut	$202K	-$174K	1	0.01%	Reduced
803	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$202K	+$180K	1	0.04%	New
804	DLHL Donald L. Hagan LLC Sarasota, Florida	$197K	+$176K	2	0.18%	New
805	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$191K	$0	1	0.15%	Maintained
806	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$188K	-$45.5K	1	0.02%	Reduced
807	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$182K	-$69.5K	1	0.04%	Reduced
808	Victory Capital Management San Antonio, Texas	$169K	+$32.1K	1	0%	Increased
809	BC Barnett & Company Chattanooga, Tennessee	$164K	+$146K	1	0.09%	New
810	MPA Marvin & Palmer Associates Wilmington, Delaware	$164K	$0	1	0.19%	Maintained
811	HI Hudock Inc Williamsport, Pennsylvania	$163K	-$30.1K	1	0.09%	Reduced
812	GBT Grove Bank & Trust Miami, Florida	$155K	-$21.4K	2	0.14%	Reduced
813	MMG Monetary Management Group St Louis, Missouri	$154K	$0	1	0.07%	Maintained
814	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$143K	$0	1	0.03%	Maintained
815	WA WealthTrust-Arizona Scottsdale, Arizona	$140K	-$34.2K	2	0.09%	Reduced
816	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$133K	+$22.2K	2	0.03%	Increased
817	CHP Cable Hill Partners Portland, Oregon	$122K	$0	2	0.09%	Maintained
818	MUFG Americas New York	$118K	+$66.9K	2	0%	Increased
819	BWP Baldwin Wealth Partners Marion, Massachusetts	$115K	+$103K	1	0.02%	New
820	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$113K	+$101K	2	0.04%	New
821	SignatureFD Atlanta, Georgia	$110K	+$2.08K	2	0.02%	Increased
822	RIM Ranger International Management Lake Forest, Illinois	$107K	-$17K	1	0.05%	Reduced
823	CFA Carroll Financial Associates Charlotte, North Carolina	$103K	-$2.27K	2	0.02%	Reduced
824	EWM Edge Wealth Management New York	$103K	-$305K	1	0.05%	Reduced
825	First Horizon Advisors Memphis, Tennessee	$103K	+$9.03K	2	0.01%	Increased