← 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	First Horizon Advisors Memphis, Tennessee	$102K	-$12.4K	2	0.01%	Reduced
877	WP WealthPLAN Partners Omaha, Nebraska	$96.2K	-$200K	1	0.03%	Reduced
878	VNA Valley National Advisers Bethlehem, Pennsylvania	$91K	$0	1	0.05%	Maintained
879	PMFA Plante Moran Financial Advisors Southfield, Michigan	$89K	+$2.48K	2	0.06%	Increased
880	MAM Mizuho Asset Management Tokyo, Japan	$85K	+$18.5K	1	0.02%	Increased
881	Krilogy Financial St. Louis, Missouri	$82K	-$28.7K	2	0.03%	Reduced
882	Avior Wealth Management Omaha, Nebraska	$80K	-$5.19K	2	0.03%	Reduced
883	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$79K	-$16.2K	2	0.01%	Reduced
884	SAM Solaris Asset Management New York	$79K	+$30K	2	0.05%	Increased
885	WAS WESPAC Advisors SoCal Pasadena, California	$76.7K	-$27.1K	1	0.05%	Reduced
886	DOA D'Orazio & Associates Falls Church, Virginia	$75K	-$9.27K	2	0.03%	Reduced
887	ARMC American Research & Management Company Marion, Massachusetts	$74K	$0	2	0.03%	Maintained
888	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$73K	-$3.25K	2	0.01%	Reduced
889	SIM Sonora Investment Management Tucson, Arizona	$72.6K	+$46.3K	2	0.02%	Increased
890	HR Howe & Rusling Rochester, New York	$70K	-$19.2K	2	0.02%	Reduced
891	CFN Cordasco Financial Network Naples, Florida	$66K	$0	1	0.08%	Maintained
892	ANBT American National Bank & Trust Wichita Falls, Texas	$64K	-$12.4K	2	0.02%	Reduced
893	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$64K	$0	1	0.03%	Maintained
894	Chicago Partners Investment Group Chicago, Illinois	$63K	$0	1	0.03%	Maintained
895	OAM Orinda Asset Management Lafayette, California	$63K	+$59.5K	1	0.05%	New
896	PAM Paradigm Asset Management New York	$54.6K	$0	1	0.01%	Maintained
897	CWM Cedar Wealth Management Walnut Creek, California	$53K	$0	1	0.04%	Maintained
898	KPCM Kings Point Capital Management Great Neck, New York	$52K	+$47.9K	2	0.01%	New
899	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$50K	$0	1	0.03%	Maintained
900	OTC Opera Trading Capital Paris, France	$49K	+$19.8K	2	0.01%	Increased