← 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	VCM Vigilant Capital Management Portland, Maine	$27K	+$23K	1	0.01%	Increased
827	OTC Opera Trading Capital Paris, France	$26K	$0	1	0.01%	Maintained
828	AA AlphaMark Advisors Ft. Wright, Kentucky	$24K	$0	1	0.01%	Maintained
829	BIG Bellwether Investment Group Chattanooga, Tennessee	$24K	+$23.2K	1	0.03%	New
830	ST Sphinx Trading Chicago, Illinois	$24K	$0	1	0.05%	Maintained
831	DAM Delta Asset Management Memphis, Tennessee	$23K	$0	2	0%	Maintained
832	Farmers & Merchants Investments Inc Lincoln, Nebraska	$23K	$0	1	0%	Maintained
833	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$23K	+$5.45K	2	0.01%	Increased
834	TCI Wealth Advisors Tucson, Arizona	$23K	$0	2	0.01%	Maintained
835	AIM Arcadia Investment Management Kalamazoo, Michigan	$22K	+$1.05K	1	0.01%	Increased
836	CHP Cable Hill Partners Portland, Oregon	$22K	-$96.6K	2	0.02%	Reduced
837	CBT Central Bank & Trust Lexington, Kentucky	$20K	$0	1	0.01%	Maintained
838	MCF Advisors Covington, Kentucky	$20K	+$19.6K	1	0%	New
839	Thompson Siegel & Walmsley Richmond, Virginia	$20K	$0	1	0%	Maintained
840	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$19K	+$176	2	0.01%	Increased
841	GWS Glassman Wealth Services Vienna, Virginia	$19K	$0	2	0.02%	Maintained
842	SNN Shen Neil Nanpeng	$19K	-$593K	1	0.28%	Reduced
843	BCM Blume Capital Management Berkeley, California	$18K	$0	1	0.01%	Maintained
844	CFG CKW Financial Group Honolulu, Hawaii	$18K	+$18K	1	0.01%	New
845	EDRE Edmond de Rothschild (Europe) Luxembourg	$18K	$0	1	0.01%	Maintained
846	BWA Burt Wealth Advisors North Bethesda, Maryland	$17K	-$9.69K	1	0.02%	Reduced
847	PHK Point72 Hong Kong Hong Kong	$17K	-$1.39M	1	0.02%	Reduced
848	SIM Sonora Investment Management Tucson, Arizona	$16.2K	$0	2	0%	Maintained
849	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$16K	+$391	1	0.02%	Increased
850	Bartlett & Co Cincinnati, Ohio	$16K	$0	1	0%	Maintained