← 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	TCI Wealth Advisors Tucson, Arizona	$78K	-$9.48K	2	0.04%	Reduced
827	CA CapWealth Advisors Franklin, Tennessee	$69K	$0	2	0.02%	Maintained
828	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$67K	+$8.59K	2	0.03%	Increased
829	ANBT American National Bank & Trust Wichita Falls, Texas	$66K	$0	2	0.03%	Maintained
830	LNB Ledyard National Bank	$66K	+$68.7K	1	0.01%	New
831	DOA D'Orazio & Associates Falls Church, Virginia	$60K	$0	1	0.04%	Maintained
832	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$60K	+$61.4K	1	0.05%	New
833	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$60K	+$61.4K	1	0.04%	New
834	1832 Asset Management Toronto, Ontario, Canada	$58K	+$26K	1	0%	Increased
835	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$56K	$0	2	0.01%	Maintained
836	TCM Tradewinds Capital Management Bellingham, Washington	$56K	+$15.2K	2	0.04%	Increased
837	HPBT High Point Bank & Trust High Point, North Carolina	$53K	$0	1	0.02%	Maintained
838	MUS Mitsubishi UFJ Securities Tokyo, Japan	$50K	-$41K	1	0.34%	Reduced
839	Chicago Partners Investment Group Chicago, Illinois	$49K	+$10.2K	1	0.02%	Increased
840	CIM Contravisory Investment Management Norwell, Massachusetts	$49K	-$11.2M	1	0.01%	Reduced
841	MAM Mizuho Asset Management Tokyo, Japan	$49K	+$25.8K	1	0.01%	Increased
842	Capital Analysts LLC Fort Washington, Pennsylvania	$46.6K	+$8.59K	1	0.01%	Increased
843	AA AlphaMark Advisors Ft. Wright, Kentucky	$46K	$0	2	0.03%	Maintained
844	TCOV Trust Company of Vermont Brattleboro, Vermont	$43K	+$2.15K	1	0.01%	Increased
845	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$40K	+$40.9K	1	0.02%	New
846	SFU Stonehage Fleming (UK) London, United Kingdom	$40K	$0	1	0.02%	Maintained
847	CHC City Holding Co Charleston, West Virginia	$38K	$0	1	0.02%	Maintained
848	SIG Stanford Investment Group Mountain View, California	$38K	+$11.2K	1	0.03%	Increased
849	NSIM North Star Investment Management Chicago, Illinois	$37K	$0	1	0.01%	Maintained
850	IRS Invictus RG (Singapore) Singapore	$35K	+$2.58K	1	0.03%	Increased