← 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	RFA Reilly Financial Advisors La Mesa, California	$102K	$0	1	0.02%	Maintained
827	RCG Ruggie Capital Group Tavares, Florida	$101K	+$89.5K	1	0.1%	New
828	Allworth Financial Folsom, California	$100K	$0	2	0.01%	Maintained
829	HR Howe & Rusling Rochester, New York	$99K	-$4.72K	2	0.02%	Reduced
830	AA Apriem Advisors Irvine, California	$98K	-$61.2K	2	0.04%	Reduced
831	WAS WESPAC Advisors SoCal Pasadena, California	$96.7K	-$245K	2	0.07%	Reduced
832	Citizens Financial Group Providence, Rhode Island	$96K	+$34.7K	2	0.01%	Increased
833	VNA Valley National Advisers Bethlehem, Pennsylvania	$95K	$0	1	0.05%	Maintained
834	CA CapWealth Advisors Franklin, Tennessee	$82K	$0	2	0.02%	Maintained
835	Smithfield Trust Pittsburgh, Pennsylvania	$82K	-$31.3K	2	0.02%	Reduced
836	TDC Thompson Davis & Co Richmond, Virginia	$81K	$0	1	0.12%	Maintained
837	DOA D'Orazio & Associates Falls Church, Virginia	$80K	+$15.8K	2	0.03%	Increased
838	Krilogy Financial St. Louis, Missouri	$76K	$0	2	0.03%	Maintained
839	Avior Wealth Management Omaha, Nebraska	$67K	$0	2	0.03%	Maintained
840	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$67K	-$2K	1	0.03%	Reduced
841	PMFA Plante Moran Financial Advisors Southfield, Michigan	$67K	+$3.29K	2	0.05%	Increased
842	TCM Tradewinds Capital Management Bellingham, Washington	$66K	$0	2	0.04%	Maintained
843	ANBT American National Bank & Trust Wichita Falls, Texas	$64K	$0	2	0.02%	Maintained
844	MCA Mercer Capital Advisers Little Silver, New Jersey	$64K	$0	2	0.05%	Maintained
845	ARMC American Research & Management Company Marion, Massachusetts	$60K	$0	2	0.03%	Maintained
846	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$58K	+$51.4K	1	0.03%	New
847	PAM Paradigm Asset Management New York	$57.3K	$0	1	0.01%	Maintained
848	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$57K	-$5.98K	2	0.01%	Reduced
849	Whittier Trust South Pasadena, California	$56K	-$20K	1	0%	Reduced
850	MUS Mitsubishi UFJ Securities Tokyo, Japan	$48K	-$67K	1	0.06%	Reduced