← 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	WI Wintrust Investments Chicago, Illinois	$62K	+$470K	2	0.12%	New
802	ARMC American Research & Management Company Marion, Massachusetts	$59K	$0	2	0.02%	Maintained
803	MCA Mercer Capital Advisers Little Silver, New Jersey	$58K	-$1.09K	1	0.05%	Reduced
804	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$58K	$0	2	0.01%	Maintained
805	KT Kanaly Trust Houston, Texas	$57K	+$57.1K	2	0.01%	Increased
806	PAM Paradigm Asset Management New York	$49.5K	$0	1	0.01%	Maintained
807	Chicago Partners Investment Group Chicago, Illinois	$48K	$0	1	0.02%	Maintained
808	MAM Mizuho Asset Management Tokyo, Japan	$48K	+$23.5K	1	0.01%	Increased
809	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$48K	-$19.6K	1	0.02%	Reduced
810	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$48K	+$47K	1	0.03%	New
811	Whittier Trust South Pasadena, California	$48K	$0	1	0%	Maintained
812	MUS Mitsubishi UFJ Securities Tokyo, Japan	$41K	$0	1	0.07%	Maintained
813	SAM Solaris Asset Management New York	$41K	$0	1	0.03%	Maintained
814	MassMutual Private Wealth & Trust Windsor, Connecticut	$40.8K	+$1.05K	2	0.01%	Increased
815	CWM Cedar Wealth Management Walnut Creek, California	$40K	+$39.1K	1	0.03%	New
816	SIG Stanford Investment Group Mountain View, California	$39K	$0	2	0.02%	Maintained
817	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$38K	$0	1	0.04%	Maintained
818	JFA JNBA Financial Advisors Bloomington, Minnesota	$37K	$0	2	0.01%	Maintained
819	TCM Tradewinds Capital Management Bellingham, Washington	$35K	-$27.4K	2	0.03%	Reduced
820	MUFG Americas New York	$34K	-$79K	1	0%	Reduced
821	CHC City Holding Co Charleston, West Virginia	$33K	$0	2	0.01%	Maintained
822	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$32K	-$5.62K	1	0.02%	Reduced
823	Balentine LLC Atlanta, Georgia	$31K	+$30.1K	1	0.01%	New
824	AIM Anchor Investment Management Columbia, South Carolina	$29.2K	$0	2	0.01%	Maintained
825	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$27K	+$9.63K	2	0.03%	Increased