← 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
901	LC Lavelle Capital San Francisco, California	$322K	$0	1	0.14%	Maintained
902	Stratos Wealth Partners Beachwood, Ohio	$321K	-$746K	1	0%	Reduced
903	EPG Estate Planners Group Yardley, Pennsylvania	$320K	-$162K	1	0.14%	Reduced
904	ACM Arvin Capital Management Austin, Texas	$319K	+$417K	1	0.04%	New
905	MWP Momentum Wealth Planning Estero, Florida	$319K	-$357K	1	0.23%	Reduced
906	AWM Aries Wealth Management Portland, Maine	$314K	+$12.5K	1	0.06%	Increased
907	WC Westerkirk Capital Victoria,	$314K	$0	1	0.03%	Maintained
908	EF Evanson Financial Mclean, Virginia	$312K	+$407K	1	0.02%	New
909	Johnson Investment Counsel Cincinnati, Ohio	$312K	+$2K	1	0%	Increased
910	CHA Cooper/Haims Advisors Victor, New York	$311K	+$7.52K	1	0.13%	Increased
911	Mondrian Investment Partners London, United Kingdom	$309K	-$36.2K	2	0%	Reduced
912	Dynamic Advisor Solutions Phoenix, Arizona	$309K	+$28.3K	1	0.01%	Increased
913	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$305K	-$37.6K	1	0.02%	Reduced
914	Level Four Advisory Services Dallas, Texas	$305K	-$12K	1	0.01%	Reduced
915	Jefferies Financial Group New York	$305K	-$306K	1	0%	Reduced
916	Brookstone Capital Management Wheaton, Illinois	$302K	-$30.4K	1	0%	Reduced
917	CIA Cape Investment Advisory Mcdonough, Georgia	$300K	+$27.3K	2	0.08%	Increased
918	Kovitz Investment Group Partners Chicago, Illinois	$300K	-$360K	1	0.01%	Reduced
919	TPWA TRUE Private Wealth Advisors Salem, Oregon	$299K	$0	1	0.03%	Maintained
920	OFA Orographic Financial Advisors Avon, Colorado	$299K	+$34.7K	1	0.2%	Increased
921	ASA Axxion S.A. Grevenmacher, Luxembourg	$299K	+$445K	1	0.02%	New
922	NorthRock Partners Minneapolis, Minnesota	$298K	+$35.1K	1	0%	Increased
923	VFG Victory Financial Group Austin, Texas	$298K	-$211K	1	0.03%	Reduced
924	UMB Bank Kansas City, Missouri	$297K	-$101K	2	0%	Reduced
925	CWM Cornerstone Wealth Management St. Peters, Missouri	$297K	+$752	1	0.01%	Increased