← 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	AGM Alpine Global Management New York	$495K	-$4.16M	1	0.15%	Reduced
852	AGU Alpine Group USVI St. Thomas, U.S. Virgin Islands	$495K	+$502K	1	0.15%	New
853	Wolverine Asset Management Chicago, Illinois	$491K	-$471K	1	0.01%	Reduced
854	Coldstream Capital Management Bellevue, Washington	$490K	+$168K	2	0.06%	Increased
855	Ronald Blue & Co Roswell, Georgia	$487K	+$3.09K	1	0.02%	Increased
856	BCM BTC Capital Management Des Moines, Iowa	$482K	-$15.3K	1	0.09%	Reduced
857	MFW Mosaic Family Wealth St. Louis, Missouri	$482K	+$12.4K	2	0.2%	Increased
858	WEC Winslow Evans & Crocker Boston, Massachusetts	$480K	-$4.89K	2	0.13%	Reduced
859	Cookson Peirce & Co Pittsburgh, Pennsylvania	$479K	+$420K	1	0.05%	New
860	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$476K	-$27.8K	1	0.24%	Reduced
861	HCA Harbour Capital Advisors Tysons Corner, Virginia	$475K	-$48K	1	0.24%	Reduced
862	OneDigital Investment Advisors Overland Park, Kansas	$471K	+$439K	2	0.14%	New
863	NSIM North Star Investment Management Chicago, Illinois	$467K	+$181K	2	0.06%	Increased
864	SFM Signature Financial Management Norfolk, Virginia	$467K	+$18.4K	1	0.15%	Increased
865	BCM Barometer Capital Management Toronto, Ontario, Canada	$465K	+$407K	1	0.05%	New
866	GIA GHP Investment Advisors Denver, Colorado	$465K	+$123K	1	0.07%	Increased
867	IPC Independent Portfolio Consultants Boca Raton, Florida	$463K	-$73.2K	1	0.19%	Reduced
868	BRC Bell Rock Capital Rehoboth Beach, Delaware	$460K	+$58K	1	0.28%	Increased
869	Cullen/Frost Bankers San Antonio, Texas	$459K	$0	1	0.02%	Maintained
870	Tiedemann Advisors New York	$457K	+$401K	1	0.03%	New
871	Caprock Group Boise, Idaho	$452K	+$95.9K	1	0.1%	Increased
872	CA Cullinan Associates Louisville, Kentucky	$451K	$0	1	0.04%	Maintained
873	GA Gateway Advisory Westfield, New Jersey	$451K	+$123K	1	0.14%	Increased
874	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$451K	+$78.5K	1	0.04%	Increased
875	SGAM Steinberg Global Asset Management Boca Raton, Florida	$449K	+$7.29K	1	0.07%	Increased