← 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	BCM BTC Capital Management Des Moines, Iowa	$383K	-$1.12K	1	0.07%	Reduced
802	FIM Freedom Investment Management Hartford, Connecticut	$382K	+$361K	1	0.02%	New
803	Gradient Investments Arden Hills, Minnesota	$380K	-$33.4K	1	0.03%	Reduced
804	RCG Ruggie Capital Group Tavares, Florida	$376K	+$43.1K	1	0.28%	Increased
805	LCM Logan Capital Management Newtown Square, Pennsylvania	$374K	$0	1	0.03%	Maintained
806	Ronald Blue & Co Roswell, Georgia	$370K	+$24.2K	1	0.01%	Increased
807	HIC Holderness Investments Company Greensboro, North Carolina	$367K	+$374K	1	0.19%	New
808	Prospera Financial Services Dallas, Texas	$363K	+$343K	1	0.07%	New
809	CWA Asset Management Group Naples, Florida	$362K	-$141K	1	0.12%	Reduced
810	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$362K	-$57.5K	1	0.19%	Reduced
811	CMANY Capital Management Associates (New York) New York	$356K	-$10.2K	1	0.53%	Reduced
812	Sequoia Financial Advisors Akron, Ohio	$352K	-$2.99K	1	0.04%	Reduced
813	Cullen/Frost Bankers San Antonio, Texas	$351K	$0	1	0.01%	Maintained
814	HCM Hilton Capital Management Garden City, New York	$351K	+$331K	1	0.07%	New
815	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$350K	$0	1	0.14%	Maintained
816	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$345K	-$2.04K	2	0.19%	Reduced
817	CA Cullinan Associates Louisville, Kentucky	$345K	+$326K	1	0.03%	New
818	I2I Insight 2811 Inc Chicago, Illinois	$345K	-$20.4K	1	0.26%	Reduced
819	JIC Joel Isaacson & Co New York	$345K	-$53K	1	0.07%	Reduced
820	SIC Sigma Investment Counselors Northville, Michigan	$345K	+$352K	1	0.05%	New
821	SFM Signature Financial Management Norfolk, Virginia	$341K	$0	1	0.11%	Maintained
822	Kingsview Wealth Management Grants Pass, Oregon	$340K	+$321K	1	0.2%	New
823	Colony Group Boston, Massachusetts	$338K	-$30.3K	1	0.03%	Reduced
824	SGAM Steinberg Global Asset Management Boca Raton, Florida	$338K	$0	1	0.05%	Maintained
825	VWM Venturi Wealth Management Austin, Texas	$337K	+$309K	1	0.08%	New