← 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	SCM Segantii Capital Management Hong Kong	$200K	+$190K	1	0.05%	New
852	JCM Jacobi Capital Management Pittston, Pennsylvania	$162K	$0	2	0.08%	Maintained
853	TDC Thompson Davis & Co Richmond, Virginia	$159K	+$44.5K	1	0.28%	Increased
854	GBT Grove Bank & Trust Miami, Florida	$155K	$0	2	0.13%	Maintained
855	EPM Equitec Proprietary Markets Chicago, Illinois	$148K	+$130K	1	0.01%	New
856	Menora Mivtachim Holdings Ramat Gan, Israel	$148K	-$32.9M	1	0.01%	Reduced
857	AA Apriem Advisors Irvine, California	$147K	-$144K	2	0.04%	Reduced
858	GWS Glassman Wealth Services Vienna, Virginia	$145K	+$107K	2	0.12%	Increased
859	BC Barnett & Company Chattanooga, Tennessee	$141K	-$1.73K	1	0.08%	Reduced
860	CFA Carroll Financial Associates Charlotte, North Carolina	$139K	-$519	2	0.02%	Reduced
861	EWM Edge Wealth Management New York	$138K	-$463	1	0.06%	Reduced
862	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$137K	-$3K	1	0.02%	Reduced
863	Smithfield Trust Pittsburgh, Pennsylvania	$136K	+$1.85K	2	0.02%	Increased
864	3C 361 Capital Denver, Colorado	$133K	+$121K	2	1.22%	New
865	VHAM Van Hulzen Asset Management El Dorado Hills, California	$130K	+$114K	1	0.07%	New
866	Citizens Financial Group Providence, Rhode Island	$129K	-$11.6K	2	0.01%	Reduced
867	AssetMark Inc Concord, California	$123K	-$1.58M	2	0%	Reduced
868	AIC Ayalon Insurance Company Ramat Gan, Israel	$118K	+$23.2K	1	0.1%	Increased
869	WRM Westport Resources Management Westport, Connecticut	$115K	-$391K	1	0.08%	Reduced
870	HI Hudock Inc Williamsport, Pennsylvania	$111K	$0	1	0.06%	Maintained
871	AIM Acrospire Investment Management Chicago, Illinois	$106K	-$9.27K	1	0.07%	Reduced
872	BAM Barrett Asset Management New York	$106K	$0	1	0.01%	Maintained
873	WA WealthTrust-Arizona Scottsdale, Arizona	$106K	-$33.7K	2	0.06%	Reduced
874	Huntington National Bank Columbus, Ohio	$105K	-$34.2K	2	0%	Reduced
875	CA CapWealth Advisors Franklin, Tennessee	$103K	$0	2	0.02%	Maintained