← 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	Conning Inc Hartford, Connecticut	$213K	+$233K	1	0.01%	New
827	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$213K	+$234K	1	0.16%	New
828	BOTW Bank of the West Monterey Park, California	$210K	+$30.8K	1	0.03%	Increased
829	PBT Pictet Bank & Trust Nassau, Bahamas	$210K	-$963	1	0.07%	Reduced
830	Coldstream Capital Management Bellevue, Washington	$206K	-$188K	1	0.03%	Reduced
831	OIA Optimum Investment Advisors Chicago, Illinois	$206K	+$213K	1	0.08%	New
832	IWA Intercontinental Wealth Advisors San Antonio, Texas	$205K	+$225K	1	0.13%	New
833	WesBanco Bank Wheeling, West Virginia	$205K	+$1.7K	1	0.01%	Increased
834	BA BKS Advisors Southfield, Michigan	$204K	-$2.39M	1	0.1%	Reduced
835	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$204K	+$224K	1	0.06%	New
836	KI Koch Industries Wichita, Kansas	$203K	+$211K	1	0.46%	New
837	GIA GHP Investment Advisors Denver, Colorado	$202K	$0	1	0.04%	Maintained
838	Castleark Management Chicago, Illinois	$201K	-$118K	1	0.01%	Reduced
839	NSIM North Star Investment Management Chicago, Illinois	$193K	+$195K	2	0.03%	Increased
840	Homrich & Berg Atlanta, Georgia	$188K	-$7.8K	1	0.02%	Reduced
841	DI DUMAC Inc Durham, North Carolina	$177K	+$194K	1	0.15%	New
842	GBT Grove Bank & Trust Miami, Florida	$174K	+$37.6K	2	0.13%	Increased
843	Sowell Financial Services North Little Rock, Arkansas	$172K	+$160K	1	0.06%	New
844	GL GLG LLC New York	$158K	-$3.36M	1	0.01%	Reduced
845	Steward Partners Investment Advisory New York	$158K	+$174K	2	0.07%	New
846	JCM Jacobi Capital Management Pittston, Pennsylvania	$155K	-$2.41K	2	0.09%	Reduced
847	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$142K	-$411K	1	0.03%	Reduced
848	MRCM M&R Capital Management Summit, New Jersey	$130K	-$146K	2	0.04%	Reduced
849	WB Webster Bank Waterbury, Connecticut	$123K	+$133K	2	0.02%	New
850	WA WFG Advisors Dallas, Texas	$122K	-$130K	2	0.03%	Reduced