← 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	BKA Brick & Kyle Associates Newtown, Pennsylvania	$12K	-$1.51M	1	0.01%	Reduced
902	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$12K	$0	1	0.01%	Maintained
903	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$12K	$0	2	0.01%	Maintained
904	NSIM North Star Investment Management Chicago, Illinois	$12K	$0	1	0%	Maintained
905	GAM Gemmer Asset Management Walnut Creek, California	$11K	$0	1	0.01%	Maintained
906	DRS Deane Retirement Strategies New Orleans, Louisiana	$10K	$0	1	0.01%	Maintained
907	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$10K	-$13.5K	1	0%	Reduced
908	WIC Woodmont Investment Counsel Nashville, Tennessee	$10K	$0	1	0%	Maintained
909	HFM Hartford Financial Management Hartford, Connecticut	$8K	+$2.96K	2	0.01%	Increased
910	PCTC Perkins Coie Trust Company Seattle, Washington	$8K	+$7.04K	1	0.01%	New
911	RBC Roble Belko & Company Sewickley, Pennsylvania	$8K	$0	1	0%	Maintained
912	TIM Tortoise Investment Management White Plains, New York	$8K	-$4.22K	1	0%	Reduced
913	OC Oakworth Capital Birmingham, Alabama	$6K	$0	1	0%	Maintained
914	QAM QCI Asset Management Pittsford, New York	$6K	$0	1	0%	Maintained
915	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$5.14K	$0	1	0.01%	Maintained
916	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$5K	$0	1	0%	Maintained
917	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	-$7.04K	1	0%	Reduced
918	LJHT Laurie J. Hall Trustee	$4K	$0	1	0%	Maintained
919	MCM Manchester Capital Management Manchester, Vermont	$4K	$0	1	0%	Maintained
920	PFG Piershale Financial Group Barrington, Illinois	$4K	$0	1	0%	Maintained
921	SHJ Sharkey, Howes & Javer Denver, Colorado	$4K	$0	1	0%	Maintained
922	VCM Vigilant Capital Management Portland, Maine	$4K	$0	1	0%	Maintained
923	KT Kanaly Trust Houston, Texas	$3K	+$956	2	0%	Increased
924	PR Payden & Rygel Los Angeles, California	$3K	$0	1	0%	Maintained
925	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained