← 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	MAM Mizuho Asset Management Tokyo, Japan	$25K	-$14.1K	1	0.01%	Reduced
877	FCCM First City Capital Management Savannah, Georgia	$24.1K	$0	2	0.02%	Maintained
878	ST Sphinx Trading Chicago, Illinois	$24K	$0	1	0.04%	Maintained
879	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$21K	+$11.8K	2	0.01%	Increased
880	CBT Central Bank & Trust Lexington, Kentucky	$20K	$0	1	0.01%	Maintained
881	GWS Glassman Wealth Services Vienna, Virginia	$20K	$0	2	0.02%	Maintained
882	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$20K	+$1.7K	1	0.01%	Increased
883	Thompson Siegel & Walmsley Richmond, Virginia	$20K	$0	1	0%	Maintained
884	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$19K	-$21.1K	2	0.02%	Reduced
885	BCM Blume Capital Management Berkeley, California	$18K	$0	1	0.01%	Maintained
886	EDRE Edmond de Rothschild (Europe) Luxembourg	$18K	$0	1	0.01%	Maintained
887	SMG Spectrum Management Group Indianapolis, Indiana	$18K	$0	1	0.01%	Maintained
888	SIM Sonora Investment Management Tucson, Arizona	$17.3K	$0	2	0%	Maintained
889	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$16K	$0	1	0.02%	Maintained
890	Bartlett & Co Cincinnati, Ohio	$16K	$0	1	0%	Maintained
891	CPA Cowen Prime Advisors New York	$16K	$0	1	0.01%	Maintained
892	FMP Financial Management Professionals Austin, Texas	$16K	$0	1	0.01%	Maintained
893	HCM Highlander Capital Management Short Hills, New Jersey	$16K	+$14.1K	1	0.02%	New
894	PIM Parasol Investment Management Westmont, Illinois	$16K	-$13.8K	1	0.02%	Reduced
895	RWG Regal Wealth Group Seal Beach, California	$16K	$0	1	0.02%	Maintained
896	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$15.8K	$0	1	0.01%	Maintained
897	GWM Gupta Wealth Management San Diego, California	$15K	-$15.1K	2	0%	Reduced
898	Brinker Capital Investments Berwyn, Pennsylvania	$14K	-$6.54K	1	0%	Reduced
899	WC Whitnell & Co Oak Brook, Illinois	$13K	+$8.12K	2	0%	Increased
900	WOC West Oak Capital Westlake Village, California	$12K	$0	1	0.01%	Maintained