← 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
876
CPA
Cowen Prime Advisors
New York
$16K $0 1 0.01% Maintained
877
FMP
Financial Management Professionals
Texas
$16K $0 1 0.01% Maintained
878
SMG
Spectrum Management Group
Indiana
$16K $0 1 0.01% Maintained
879
TIM
Tortoise Investment Management
New York
$16K -$8.59K 2 0.01% Reduced
880
KPCM
Kings Point Capital Management
New York
$15K +$15.6K 1 0% New
881
IF
Ironwood Financial
Arizona
$14K $0 1 0.01% Maintained
882
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$14K $0 1 0.02% Maintained
883
CWM
Cranbrook Wealth Management
Michigan
$13K +$13.1K 1 0.01% New
884
GAM
Gemmer Asset Management
California
$13K +$5.07K 1 0.01% Increased
885
WOC
West Oak Capital
California
$12.5K $0 1 0.01% Maintained
886
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$12K $0 1 0% Maintained
887
KCPG
Kavar Capital Partners Group
Kansas
$12K +$12.9K 1 0.01% New
888
ARMC
American Research & Management Company
Massachusetts
$10K $0 1 0% Maintained
889
ACM
Aviance Capital Management
Florida
$10K -$2.58M 1 0.01% Reduced
890
CFSG
Community Financial Services Group
Vermont
$10K $0 1 0% Maintained
891
KCM
Karp Capital Management
California
$10K +$10.3K 1 0.01% New
892
RPG
Risk Paradigm Group
Texas
$8.23K $0 1 0.01% Maintained
893
CB
Community Bank
New York
$8K $0 1 0% Maintained
894
HCM
Highlander Capital Management
New Jersey
$8K $0 1 0.01% Maintained
895
LFR
Lehman Financial Resources
Pennsylvania
$8K +$8.59K 1 0% New
896
MSFP
Mark Sheptoff Financial Planning
Connecticut
$8K $0 1 0.01% Maintained
897
PO
Private Ocean
California
$8K +$594 1 0.01% Increased
898
RBC
Roble Belko & Company
Pennsylvania
$8K +$859 1 0% Increased
899
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$8K $0 1 0% Maintained
900
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$7.47K -$36.5K 1 0% Reduced