← 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	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$17K	+$15.7K	1	0.02%	New
902	SIM Sonora Investment Management Tucson, Arizona	$17K	$0	2	0%	Maintained
903	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.3K	$0	1	0.01%	Maintained
904	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$16K	+$15.7K	1	0.01%	New
905	Bartlett & Co Cincinnati, Ohio	$16K	+$15.7K	1	0%	New
906	CPA Cowen Prime Advisors New York	$16K	$0	1	0.01%	Maintained
907	FMP Financial Management Professionals Austin, Texas	$16K	$0	1	0.01%	Maintained
908	RWG Regal Wealth Group Seal Beach, California	$16K	+$15.7K	1	0.02%	New
909	SCM Segantii Capital Management Hong Kong	$16K	-$3.47M	1	0%	Reduced
910	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$13K	+$13K	2	0.01%	New
911	KPCM Kings Point Capital Management Great Neck, New York	$13K	+$12.6K	1	0%	New
912	NC NewSquare Capital Newtown Square, Pennsylvania	$13K	+$12.6K	1	0%	New
913	TIM Tortoise Investment Management White Plains, New York	$13K	$0	1	0%	Maintained
914	CP Corbenic Partners Bethlehem, Pennsylvania	$12K	+$7.85K	1	0.01%	Increased
915	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$12K	$0	1	0.01%	Maintained
916	GAM Gemmer Asset Management Walnut Creek, California	$12K	$0	1	0.01%	Maintained
917	NSIM North Star Investment Management Chicago, Illinois	$12K	$0	1	0%	Maintained
918	WOC West Oak Capital Westlake Village, California	$11.9K	$0	1	0.01%	Maintained
919	DRS Deane Retirement Strategies New Orleans, Louisiana	$9K	$0	1	0.01%	Maintained
920	LWA Lenox Wealth Advisors New York	$9K	+$8.95K	1	0%	New
921	WIC Woodmont Investment Counsel Nashville, Tennessee	$9K	$0	1	0%	Maintained
922	RBC Roble Belko & Company Sewickley, Pennsylvania	$8K	$0	1	0%	Maintained
923	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$7K	+$6.9K	2	0%	New
924	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$6K	$0	1	0.01%	Maintained
925	IR Invictus RG Hamilton, Bermuda	$6K	+$5.96K	1	0.01%	New