← 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
851	VC Vestor Capital Chicago, Illinois	$144K	+$144K	2	0.04%	New
852	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$137K	$0	1	0.02%	Maintained
853	Parnassus Investments San Francisco, California	$114K	+$10.3K	1	0%	Increased
854	SignatureFD Atlanta, Georgia	$114K	-$7.79K	1	0.03%	Reduced
855	NM NWI Management New York	$104K	$0	1	0.02%	Maintained
856	PMFA Plante Moran Financial Advisors Southfield, Michigan	$104K	+$66.2K	2	0.08%	Increased
857	TCI Wealth Advisors Tucson, Arizona	$103K	+$92.8K	2	0.06%	Increased
858	HR Howe & Rusling Rochester, New York	$102K	$0	2	0.02%	Maintained
859	BPBT Boston Private Bank & Trust Boston, Massachusetts	$100K	+$47.5K	1	0%	Increased
860	ACS Archford Capital Strategies Swansea, Illinois	$94K	$0	1	0.07%	Maintained
861	EP Edinburgh Partners Edinburgh, United Kingdom	$94K	-$22.9K	1	0.01%	Reduced
862	Whittier Trust South Pasadena, California	$87K	$0	1	0%	Maintained
863	TCOV Trust Company of Vermont Brattleboro, Vermont	$84K	+$37.5K	2	0.01%	Increased
864	BCM Blume Capital Management Berkeley, California	$66K	+$24K	2	0.05%	Increased
865	Chicago Partners Investment Group Chicago, Illinois	$62K	+$61.6K	1	0.03%	New
866	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$62K	+$62K	2	0.04%	New
867	Smithfield Trust Pittsburgh, Pennsylvania	$59K	+$58.7K	1	0.01%	New
868	TCM Tradewinds Capital Management Bellingham, Washington	$58K	-$37.5K	2	0.04%	Reduced
869	ANBT American National Bank & Trust Wichita Falls, Texas	$57K	$0	1	0.02%	Maintained
870	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$57K	+$57.3K	1	0.12%	New
871	NSIM North Star Investment Management Chicago, Illinois	$57K	+$56.5K	1	0.01%	New
872	Evercore Wealth Management New York	$56K	+$56.1K	2	0%	New
873	MassMutual Private Wealth & Trust Windsor, Connecticut	$55.4K	+$51.3K	2	0.02%	Increased
874	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$55K	+$9.24K	2	0.01%	Increased
875	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$54K	+$51.3K	2	0.02%	Increased