← 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	HPBT High Point Bank & Trust High Point, North Carolina	$69K	$0	1	0.02%	Maintained
852	Avior Wealth Management Omaha, Nebraska	$68K	+$11.1K	2	0.04%	Increased
853	Balentine LLC Atlanta, Georgia	$68K	+$5.55K	1	0.01%	Increased
854	TCM Tradewinds Capital Management Bellingham, Washington	$67K	+$23.5K	2	0.05%	Increased
855	Colony Group Boston, Massachusetts	$66K	-$8.32K	2	0.01%	Reduced
856	MCA Mercer Capital Advisers Little Silver, New Jersey	$66K	+$45.1K	2	0.06%	Increased
857	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$65K	+$22.6K	2	0.01%	Increased
858	PMFA Plante Moran Financial Advisors Southfield, Michigan	$64K	$0	2	0.05%	Maintained
859	ANBT American National Bank & Trust Wichita Falls, Texas	$63K	$0	2	0.02%	Maintained
860	DOA D'Orazio & Associates Falls Church, Virginia	$63K	-$15.7K	2	0.03%	Reduced
861	ARMC American Research & Management Company Marion, Massachusetts	$62K	+$23.5K	2	0.03%	Increased
862	Citizens Financial Group Providence, Rhode Island	$59K	+$56.3K	1	0.01%	New
863	PAM Paradigm Asset Management New York	$56.7K	-$73.7K	1	0.01%	Reduced
864	FAM Formidable Asset Management Cincinnati, Ohio	$52K	-$9.81K	1	0.04%	Reduced
865	Chicago Partners Investment Group Chicago, Illinois	$49K	$0	1	0.02%	Maintained
866	WA Winfield Associates Cleveland, Ohio	$49K	$0	1	0.03%	Maintained
867	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$48K	+$43.7K	2	0.04%	New
868	MassMutual Private Wealth & Trust Windsor, Connecticut	$44.3K	+$39.5K	1	0.01%	Increased
869	MUFG Americas New York	$43K	-$96.4K	2	0%	Reduced
870	SIG Stanford Investment Group Mountain View, California	$42K	$0	2	0.02%	Maintained
871	MAM Mizuho Asset Management Tokyo, Japan	$41K	+$15.7K	1	0.01%	Increased
872	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$39K	+$37.3K	1	0.04%	New
873	CHC City Holding Co Charleston, West Virginia	$38K	+$2.28K	2	0.02%	Increased
874	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$35K	$0	1	0.01%	Maintained
875	GWM Gupta Wealth Management San Diego, California	$33K	+$10.3K	2	0.01%	Increased