← 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	Wealthspire Advisors (Maryland) Potomac, Maryland	$666K	+$207K	2	0.08%	Increased
802	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$665K	+$147K	2	0.05%	Increased
803	FPCM Financial Partners Capital Management New York	$664K	+$12.3K	1	0.14%	Increased
804	Granahan Investment Management Waltham, Massachusetts	$653K	+$29.8K	1	0.06%	Increased
805	FMT First Mercantile Trust Cordova, Tennessee	$652K	-$53K	1	0.12%	Reduced
806	PM Parametrica Management Wanchai, Hong Kong	$652K	-$71.2K	1	0.61%	Reduced
807	Pacer Advisors Malvern, Pennsylvania	$651K	+$660K	1	0.06%	New
808	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$649K	+$269K	1	0.44%	Increased
809	HW Hedeker Wealth Lincolnshire, Illinois	$646K	$0	1	0.62%	Maintained
810	CS Comerica Securities Detroit, Michigan	$645K	-$177K	2	0.1%	Reduced
811	MLL Moody Lynn & Lieberson Boston, Massachusetts	$641K	+$561K	1	0.08%	New
812	CL CPWM LLC Seattle, Washington	$636K	+$246K	1	0.15%	Increased
813	TH Timber Hill Greenwich, Connecticut	$635K	+$643K	1	0.02%	New
814	MVP Miller Value Partners Sarasota, Florida	$634K	+$556K	1	0.03%	New
815	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$628K	$0	1	0.55%	Maintained
816	Saturna Capital Bellingham, Washington	$626K	$0	1	0.02%	Maintained
817	IFWM Institute for Wealth Management Denver, Colorado	$623K	+$547K	1	0.17%	New
818	Sequoia Financial Advisors Akron, Ohio	$617K	+$221K	2	0.08%	Increased
819	ACP Arcus Capital Partners Atlanta, Georgia	$615K	$0	1	0.39%	Maintained
820	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$612K	-$235K	1	0.11%	Reduced
821	Alpha Cubed Investments Irvine, California	$611K	+$295K	2	0.1%	Increased
822	YIA YHB Investment Advisors West Hartford, Connecticut	$608K	+$15.4K	1	0.1%	Increased
823	Verition Fund Management Greenwich, Connecticut	$605K	+$166K	1	0.06%	Increased
824	MC Moors & Cabot Boston, Massachusetts	$601K	+$164K	1	0.1%	Increased
825	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$596K	+$270K	2	0.33%	Increased