← 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	HPBT High Point Bank & Trust High Point, North Carolina	$26K	-$15.4K	1	0.01%	Reduced
902	TF Tompkins Financial Ithaca, New York	$26K	+$25.6K	1	0.01%	New
903	MCA Mercer Capital Advisers Little Silver, New Jersey	$23K	+$22.9K	1	0.02%	New
904	Waverly Advisors Birmingham, Alabama	$23K	-$15K	1	0.01%	Reduced
905	SAM Shamrock Asset Management Dallas, Texas	$22K	+$20.5K	2	0.01%	Increased
906	EMA Efficient Market Advisors San Diego, California	$21K	$0	1	0.01%	Maintained
907	FMP Financial Management Professionals Austin, Texas	$21K	+$10.3K	1	0.01%	Increased
908	FM Forward Management San Francisco, California	$21K	-$30.8K	1	0%	Reduced
909	IRS Invictus RG (Singapore) Singapore	$21K	-$7.79K	1	0.02%	Reduced
910	TIM Tortoise Investment Management White Plains, New York	$21K	+$3.9K	2	0.01%	Increased
911	WF WealthTrust Fairport Cleveland, Ohio	$21K	$0	1	0%	Maintained
912	LS Lupo Securities Chicago, Illinois	$20.1K	+$20K	2	0.01%	New
913	SIG Stanford Investment Group Mountain View, California	$18K	+$17.8K	1	0.02%	New
914	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$17.7K	+$17.4K	1	0.02%	New
915	DAM Delta Asset Management Memphis, Tennessee	$17K	+$3.08K	2	0%	Increased
916	IF Ironwood Financial Tucson, Arizona	$15K	+$17.3K	2	0.01%	New
917	WOC West Oak Capital Westlake Village, California	$14.4K	$0	1	0.01%	Maintained
918	ARMC American Research & Management Company Marion, Massachusetts	$13K	+$10.3K	1	0%	Increased
919	CFSG Community Financial Services Group Newport, Vermont	$12K	+$11.9K	1	0.01%	New
920	First Manhattan New York	$12K	+$3.04K	2	0%	Increased
921	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$12K	+$11.6K	1	0.01%	New
922	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
923	DRS Deane Retirement Strategies New Orleans, Louisiana	$11K	+$11.5K	1	0.01%	New
924	KCM Karp Capital Management Sausalito, California	$11K	+$11.5K	1	0.01%	New
925	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$11K	$0	1	0%	Maintained