← 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	QAM QCI Asset Management Pittsford, New York	$7K	$0	1	0%	Maintained
902	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	+$5.84K	1	0.01%	New
903	Waverly Advisors Birmingham, Alabama	$6K	-$12.9K	1	0%	Reduced
904	AFIA America First Investment Advisors Omaha, Nebraska	$5K	$0	1	0%	Maintained
905	EDRE Edmond de Rothschild (Europe) Luxembourg	$5K	+$4.73K	1	0%	New
906	OC Oakworth Capital Birmingham, Alabama	$5K	$0	1	0%	Maintained
907	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	-$85.9K	1	0%	Reduced
908	DBT Dubuque Bank & Trust Dubuque, Iowa	$4K	$0	1	0%	Maintained
909	HFM Hartford Financial Management Hartford, Connecticut	$4K	+$4.91K	1	0%	New
910	MCM Manchester Capital Management Manchester, Vermont	$4K	$0	1	0%	Maintained
911	PFG Piershale Financial Group Barrington, Illinois	$4K	$0	1	0%	Maintained
912	VCM Vigilant Capital Management Portland, Maine	$4K	$0	1	0%	Maintained
913	KT Kanaly Trust Houston, Texas	$3K	+$3.27K	1	0%	New
914	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained
915	PSC Prentiss Smith & Co Brattleboro, Vermont	$2K	-$40K	1	0%	Reduced
916	SEC Seven Eight Capital New York	$2K	+$2.25K	1	0%	New
917	SHJ Sharkey, Howes & Javer Denver, Colorado	$2K	+$1.89K	1	0%	New
918	SGC South Georgia Capital Naperville, Illinois	$2K	$0	1	0%	Maintained
919	SAM Shamrock Asset Management Dallas, Texas	$1K	-$25K	1	0%	Reduced
920	AC Addison Capital Conshohocken, Pennsylvania	$0	-$396K	0	–	Closed
921	ADMI Albert D. Mason Inc Boston, Massachusetts	$0	-$723K	0	–	Closed
922	Allstate Corporation Northbrook, Illinois	$0	-$8.32M	0	–	Closed
923	Alpha Wave Global New York	$0	-$223M	0	–	Closed
924	Alyeska Investment Group Chicago, Illinois	$0	-$20.8M	0	–	Closed
925	AP Archon Partners Princeton Junction, New Jersey	$0	-$4.08M	0	–	Closed