← 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	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$255K	-$54.3K	1	0.05%	Reduced
802	RNC Capital Management Los Angeles, California	$255K	$0	1	0.02%	Maintained
803	FAS Formuepleje A/S Aarhus C, Denmark	$255K	+$279K	1	0.03%	New
804	CBU CIBC Bank USA Chicago, Illinois	$251K	-$68.9K	1	0.04%	Reduced
805	CSA Cottage Street Advisors Marion, Massachusetts	$246K	-$28.9K	1	0.19%	Reduced
806	C CFO4Life Coppell, Texas	$245K	-$28.5K	1	0.2%	Reduced
807	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$244K	-$851	1	0.15%	Reduced
808	SignatureFD Atlanta, Georgia	$244K	-$150K	1	0.04%	Reduced
809	WI Wintrust Investments Chicago, Illinois	$241K	-$19.3K	1	0.1%	Reduced
810	Carnegie Investment Counsel Pepper Pike, Ohio	$239K	$0	1	0.03%	Maintained
811	Independent Advisor Alliance Charlotte, North Carolina	$239K	+$239K	1	0.1%	New
812	SCM Schnieders Capital Management Pasadena, California	$237K	-$3.85K	1	0.12%	Reduced
813	VHAM Van Hulzen Asset Management El Dorado Hills, California	$235K	+$140K	1	0.11%	Increased
814	BWP Baldwin Wealth Partners Marion, Massachusetts	$231K	-$53K	1	0.04%	Reduced
815	Glenview Trust Louisville, Kentucky	$229K	+$251K	1	0.02%	New
816	Tokio Marine Asset Management Tokyo, Japan	$228K	$0	1	0.03%	Maintained
817	Alpha Cubed Investments Irvine, California	$226K	-$199K	1	0.05%	Reduced
818	Quadrant Capital Group Cincinnati, Ohio	$223K	+$3.16K	2	0.11%	Increased
819	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$223K	-$14.9K	1	0.02%	Reduced
820	SFSIG San Francisco Sentry Investment Group San Francisco, California	$222K	+$8.51K	1	0.13%	Increased
821	Global Retirement Partners San Rafael, California	$220K	+$238K	2	0.15%	New
822	KB Kimelman & Baird New York	$220K	+$241K	1	0.04%	New
823	GC Gratry & Company Beachwood, Ohio	$219K	+$45.3K	1	0.19%	Increased
824	Caprock Group Boise, Idaho	$218K	+$4.81K	1	0.05%	Increased
825	Central Trust Company Jefferson City, Missouri	$217K	-$1.7M	2	0.01%	Reduced