← 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	SIG Stanford Investment Group Mountain View, California	$48K	$0	2	0.02%	Maintained
902	Whittier Trust South Pasadena, California	$48K	-$5.19K	1	0%	Reduced
903	TCM Tradewinds Capital Management Bellingham, Washington	$47K	+$5.56K	2	0.03%	Increased
904	MUS Mitsubishi UFJ Securities Tokyo, Japan	$46K	$0	1	0.24%	Maintained
905	WOC West Oak Capital Westlake Village, California	$45.9K	+$30.1K	2	0.03%	Increased
906	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$45K	+$10.2K	2	0.04%	Increased
907	CHP Cable Hill Partners Portland, Oregon	$44K	+$13.9K	2	0.03%	Increased
908	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$41K	-$18.5K	1	0.03%	Reduced
909	Balentine LLC Atlanta, Georgia	$39K	-$1.58K	1	0.01%	Reduced
910	FineMark National Bank & Trust Fort Myers, Florida	$38K	+$33.5K	1	0%	New
911	AIM Anchor Investment Management Columbia, South Carolina	$37.9K	$0	2	0.01%	Maintained
912	MUFG Americas New York	$37K	$0	1	0%	Maintained
913	VCM Vigilant Capital Management Portland, Maine	$36K	$0	1	0.01%	Maintained
914	CHC City Holding Co Charleston, West Virginia	$35K	-$2K	1	0.02%	Reduced
915	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$34K	+$9.31K	2	0.02%	Increased
916	PIM Parasol Investment Management Westmont, Illinois	$33K	+$15.3K	2	0.03%	Increased
917	ST Sphinx Trading Chicago, Illinois	$32K	$0	1	0.07%	Maintained
918	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$32K	-$3.12K	1	0.02%	Reduced
919	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$30K	+$2.61K	2	0.01%	Increased
920	AA AlphaMark Advisors Ft. Wright, Kentucky	$27K	$0	1	0.01%	Maintained
921	CBT Central Bank & Trust Lexington, Kentucky	$26K	$0	1	0.01%	Maintained
922	TCI Wealth Advisors Tucson, Arizona	$26K	$0	2	0.01%	Maintained
923	SNN Shen Neil Nanpeng	$25K	$0	1	1.43%	Maintained
924	WIC Woodmont Investment Counsel Nashville, Tennessee	$25K	+$22.9K	2	0.01%	New
925	AIM Arcadia Investment Management Kalamazoo, Michigan	$24K	-$1.04K	1	0.01%	Reduced