← 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	Segall Bryant & Hamill Chicago, Illinois	$596K	$0	1	0.01%	Maintained
827	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$595K	+$268K	2	0.11%	Increased
828	BMC Beaton Management Company Haverhill, Massachusetts	$592K	+$519K	1	0.59%	New
829	VHAM Van Hulzen Asset Management El Dorado Hills, California	$592K	$0	1	0.23%	Maintained
830	Independent Advisor Alliance Charlotte, North Carolina	$589K	+$158K	1	0.19%	Increased
831	ATC Argent Trust Co Nashville, Tennessee	$573K	-$76.8K	1	0.24%	Reduced
832	FLI Family Legacy Inc Greenville, South Carolina	$569K	+$499K	1	0.57%	New
833	GC Gruss & Co West Palm Beach, Florida	$564K	$0	1	0.64%	Maintained
834	WC Woodstock Corp Boston, Massachusetts	$555K	$0	1	0.11%	Maintained
835	LWM Lenox Wealth Management Cincinnati, Ohio	$547K	+$480K	1	0.22%	New
836	FC Farley Capital New York	$537K	-$281K	1	0.61%	Reduced
837	FAS Formuepleje A/S Aarhus C, Denmark	$535K	+$111K	1	0.06%	Increased
838	HIM Herald Investment Management London, United Kingdom	$535K	$0	1	0.18%	Maintained
839	Colony Group Boston, Massachusetts	$531K	+$77.8K	1	0.04%	Increased
840	Kingsview Wealth Management Grants Pass, Oregon	$528K	+$73.1K	1	0.27%	Increased
841	Beck Mack & Oliver New York	$527K	$0	1	0.02%	Maintained
842	CCA Cobblestone Capital Advisors Rochester, New York	$526K	-$82.1K	1	0.07%	Reduced
843	WP WealthSource Partners San Luis Obispo, California	$525K	-$78.4K	1	0.18%	Reduced
844	Chicago Partners Investment Group Chicago, Illinois	$523K	+$485K	2	0.14%	Increased
845	Vident Investment Advisory Alpharetta, Georgia	$519K	+$206K	1	0.04%	Increased
846	CCM Canal Capital Management Richmond, Virginia	$518K	+$106K	1	0.32%	Increased
847	Eagle Capital Management (New York) New York	$514K	$0	1	0%	Maintained
848	Gradient Investments Arden Hills, Minnesota	$514K	+$15.9K	1	0.04%	Increased
849	PAS Partnervest Advisory Services Santa Barbara, California	$514K	+$8.03K	1	0.23%	Increased
850	WI WrapManager Inc Mill Valley, California	$499K	+$506K	1	0.17%	New