← 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	CCP Corient Capital Partners Newport Beach, California	$336K	+$317K	1	0.05%	New
827	SignatureFD Atlanta, Georgia	$333K	+$31.9K	1	0.05%	Increased
828	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$332K	+$339K	1	0.04%	New
829	Wealthspire Advisors (Maryland) Potomac, Maryland	$332K	-$79.1K	2	0.05%	Reduced
830	Kovitz Investment Group Partners Chicago, Illinois	$326K	+$307K	1	0.02%	New
831	BA Bristol Advisors Conshohocken, Pennsylvania	$323K	+$305K	1	0.37%	New
832	KB Kimelman & Baird New York	$323K	+$50.9K	1	0.05%	Increased
833	SCM Schnieders Capital Management Pasadena, California	$323K	+$30.5K	1	0.15%	Increased
834	PRCM Pine River Capital Management Minnetonka, Minnesota	$321K	-$11.7M	1	0.01%	Reduced
835	MC Moors & Cabot Boston, Massachusetts	$320K	-$67.9K	1	0.05%	Reduced
836	FAS Formuepleje A/S Aarhus C, Denmark	$313K	$0	1	0.04%	Maintained
837	Greenleaf Trust Kalamazoo, Michigan	$307K	+$290K	1	0.01%	New
838	CCM Canal Capital Management Richmond, Virginia	$304K	+$287K	1	0.21%	New
839	Vident Investment Advisory Alpharetta, Georgia	$304K	-$16.1K	1	0.03%	Reduced
840	Independent Advisor Alliance Charlotte, North Carolina	$303K	+$34.2K	1	0.05%	Increased
841	BRC Bell Rock Capital Rehoboth Beach, Delaware	$302K	-$43.8K	1	0.28%	Reduced
842	CSA Cottage Street Advisors Marion, Massachusetts	$302K	$0	1	0.22%	Maintained
843	GAMA Graticule Asia Macro Advisors New York	$295K	+$279K	1	0.02%	New
844	GC Gratry & Company Beachwood, Ohio	$294K	+$24.4K	1	0.36%	Increased
845	BCP Berkeley Capital Partners Milton, Georgia	$291K	-$25.3K	1	0.2%	Reduced
846	HCM Hollencrest Capital Management Newport Beach, California	$291K	+$6.16K	1	0.04%	Increased
847	EWM Endurance Wealth Management Providence, Rhode Island	$289K	-$880	2	0.05%	Reduced
848	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$289K	+$229K	1	0.19%	Increased
849	BPB Badgley, Phelps & Bell Seattle, Washington	$286K	-$1.76K	1	0.02%	Reduced
850	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$286K	+$19.4K	1	0.05%	Increased