← 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
826	SC Syon Capital San Francisco, California	$433K	+$23.6K	1	0.02%	Increased
827	ATC Argent Trust Co Nashville, Tennessee	$432K	-$752	1	0.01%	Reduced
828	Larson Financial Group St Louis, Missouri	$430K	-$198K	4	0.01%	Reduced
829	HBK Sorce Advisory Erie, Pennsylvania	$430K	-$26.1K	1	0.01%	Reduced
830	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$429K	-$1.14M	1	0.02%	Reduced
831	Coldstream Capital Management Bellevue, Washington	$428K	-$473K	1	0.01%	Reduced
832	RCA Resonant Capital Advisors Madison, Wisconsin	$426K	-$268K	1	0.02%	Reduced
833	Glenmede Trust Philadelphia, Pennsylvania	$424K	+$77.9K	1	0%	Increased
834	Axa Paris, France	$424K	-$58.2M	1	0.46%	Reduced
835	BPAMU BTG Pactual Asset Management US New York	$423K	$0	1	0.03%	Maintained
836	TFP TrueWealth Financial Partners Bellevue, Washington	$419K	-$48K	1	0.17%	Reduced
837	PIM Platinum Investment Management Sydney Australia 2000, Australia	$411K	$0	1	0.1%	Maintained
838	AIM Allen Investment Management New York	$410K	$0	1	0%	Maintained
839	Capital Group Private Client Services Los Angeles, California	$408K	$0	1	0.01%	Maintained
840	Clifford Swan Investment Counsel Pasadena, California	$408K	-$376	1	0.01%	Reduced
841	S SimplyRich Carlsbad, California	$408K	-$612K	1	0.1%	Reduced
842	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$407K	+$100K	1	0.02%	Increased
843	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$405K	+$191K	1	0.08%	Increased
844	CAM Chesapeake Asset Management New York	$402K	$0	2	0.31%	Maintained
845	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$396K	$0	1	0.28%	Maintained
846	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$395K	+$752	1	0.02%	Increased
847	PTC Private Trust Company Cleveland, Ohio	$395K	-$5.99K	2	0.03%	Reduced
848	WC Wexford Capital West Palm Beach, Florida	$392K	-$1.14M	1	0.05%	Reduced
849	SC Summa Corp Tomball, Texas	$392K	$0	1	0.12%	Maintained
850	PWS Proactive Wealth Strategies Marietta, Georgia	$391K	$0	1	0.06%	Maintained