← 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	TSS Two Sigma Securities New York	$245K	+$233K	1	0.08%	New
827	EDRE Edmond de Rothschild (Europe) Luxembourg	$244K	+$193K	1	0.1%	Increased
828	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$243K	+$213K	1	0.26%	New
829	GIA GHP Investment Advisors Denver, Colorado	$243K	+$213K	1	0.05%	New
830	RFA Reilly Financial Advisors La Mesa, California	$240K	+$88.4K	1	0.04%	Increased
831	SFSIG San Francisco Sentry Investment Group San Francisco, California	$237K	-$17.3K	1	0.14%	Reduced
832	Carnegie Investment Counsel Pepper Pike, Ohio	$236K	+$233K	1	0.03%	New
833	CCM Cupps Capital Management Chicago, Illinois	$236K	+$207K	1	0.1%	New
834	Homrich & Berg Atlanta, Georgia	$235K	+$206K	1	0.02%	New
835	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$234K	+$206K	1	0.08%	New
836	BCM BTC Capital Management Des Moines, Iowa	$232K	+$203K	1	0.05%	New
837	ADL Asset Dedication LLC San Francisco, California	$229K	+$4.91K	2	0.14%	Increased
838	WesBanco Bank Wheeling, West Virginia	$225K	-$2.08K	1	0.01%	Reduced
839	Johnson Investment Counsel Cincinnati, Ohio	$224K	-$85.8K	1	0.01%	Reduced
840	GIM Grassi Investment Management Santa Clara, California	$222K	+$195K	1	0.04%	New
841	BOTW Bank of the West Monterey Park, California	$219K	+$192K	1	0.03%	New
842	CI Cavalier Investments Alpharetta, Georgia	$216K	+$189K	1	0.13%	New
843	Veritable Wilmington, Delaware	$216K	+$206K	1	0.01%	New
844	GC Gratry & Company Beachwood, Ohio	$214K	+$187K	1	0.17%	New
845	Commerce Bank Kansas City, Missouri	$213K	-$66.6K	1	0%	Reduced
846	CCG Chatham Capital Group Savannah, Georgia	$212K	+$185K	1	0.07%	New
847	MIM Marco Investment Management Atlanta, Georgia	$212K	+$185K	1	0.04%	New
848	DI Diligent Investors Redlands, California	$208K	+$181K	1	0.17%	New
849	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$201K	$0	1	0.05%	Maintained
850	Riverbridge Partners Minneapolis, Minnesota	$200K	+$190K	1	0%	New