← 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	ADL Asset Dedication LLC San Francisco, California	$283K	-$7.52K	2	0.15%	Reduced
852	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$280K	+$264K	1	0.02%	New
853	PAM Princeton Alpha Management Princeton Junction, New Jersey	$279K	+$284K	1	0.09%	New
854	Global Retirement Partners San Rafael, California	$276K	+$18.4K	2	0.15%	Increased
855	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$276K	+$2.34K	1	0.02%	Increased
856	IWA Intercontinental Wealth Advisors San Antonio, Texas	$275K	+$21.4K	1	0.16%	Increased
857	BWP Baldwin Wealth Partners Marion, Massachusetts	$272K	-$10.2K	1	0.04%	Reduced
858	CL CPWM LLC Seattle, Washington	$272K	+$257K	1	0.06%	New
859	BL BFSG LLC Irvine, California	$271K	+$256K	1	0.14%	New
860	CA Cambridge Advisors Omaha, Nebraska	$271K	-$7.04K	1	0.11%	Reduced
861	Veritable Wilmington, Delaware	$271K	$0	1	0.01%	Maintained
862	CC Colrain Capital Boston, Massachusetts	$270K	+$254K	1	0.08%	New
863	AR Advisory Research Chicago, Illinois	$268K	+$253K	1	0%	New
864	Caprock Group Boise, Idaho	$262K	-$5.09K	1	0.06%	Reduced
865	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$262K	$0	1	0.19%	Maintained
866	RA Rational Advisors Huntington, New York	$262K	-$91.6K	1	0.17%	Reduced
867	RNC Capital Management Los Angeles, California	$259K	-$8.8K	1	0.02%	Reduced
868	BOTW Bank of the West Monterey Park, California	$258K	$0	1	0.03%	Maintained
869	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$256K	$0	1	0.11%	Maintained
870	PBT Pictet Bank & Trust Nassau, Bahamas	$256K	-$1.02K	1	0.08%	Reduced
871	Sowell Financial Services North Little Rock, Arkansas	$255K	+$70.6K	1	0.08%	Increased
872	Coldstream Capital Management Bellevue, Washington	$253K	$0	1	0.04%	Maintained
873	PTC Private Trust Company Cleveland, Ohio	$253K	+$240K	1	0.06%	New
874	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$250K	$0	1	0.07%	Maintained
875	GIA GHP Investment Advisors Denver, Colorado	$248K	$0	1	0.04%	Maintained