← 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	Sentry Investments Toronto, Ontario, Canada	$330K	-$216K	1	0%	Reduced
802	C CFO4Life Coppell, Texas	$327K	$0	1	0.28%	Maintained
803	CSA Cottage Street Advisors Marion, Massachusetts	$327K	-$297K	1	0.25%	Reduced
804	WI Wintrust Investments Chicago, Illinois	$312K	-$31.7K	1	0.14%	Reduced
805	CA Cambridge Advisors Omaha, Nebraska	$309K	+$3.46K	1	0.14%	Increased
806	IR Invictus RG Hamilton, Bermuda	$308K	+$185K	1	0.24%	Increased
807	MRCM M&R Capital Management Summit, New Jersey	$308K	-$277K	2	0.09%	Reduced
808	BPB Badgley, Phelps & Bell Seattle, Washington	$303K	-$9.52K	1	0.03%	Reduced
809	EWM Endurance Wealth Management Providence, Rhode Island	$300K	$0	2	0.05%	Maintained
810	SCM Schnieders Capital Management Pasadena, California	$290K	+$254K	1	0.16%	New
811	WA WFG Advisors Dallas, Texas	$287K	-$58.2K	2	0.07%	Reduced
812	AP Advisors Preferred Rockville, Maryland	$286K	+$251K	1	0.13%	New
813	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$285K	-$59.9K	1	0.03%	Reduced
814	RNC Capital Management Los Angeles, California	$282K	+$8.65K	1	0.03%	Increased
815	SGAM Steinberg Global Asset Management Boca Raton, Florida	$276K	+$242K	1	0.05%	New
816	Tokio Marine Asset Management Tokyo, Japan	$275K	$0	1	0.03%	Maintained
817	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$271K	-$19.9K	1	0.17%	Reduced
818	Colony Group Boston, Massachusetts	$268K	-$27.8K	1	0.03%	Reduced
819	MC Moors & Cabot Boston, Massachusetts	$261K	+$227K	1	0.04%	New
820	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$261K	+$229K	1	0.05%	New
821	EP Edgestream Partners Princeton, New Jersey	$259K	+$246K	1	0.14%	New
822	Caprock Group Boise, Idaho	$257K	+$225K	1	0.06%	New
823	PBT Pictet Bank & Trust Nassau, Bahamas	$254K	+$222K	1	0.08%	New
824	Quadrant Capital Group Cincinnati, Ohio	$250K	+$22K	2	0.16%	Increased
825	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$247K	-$760K	1	0.02%	Reduced