← 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	Clearstead Advisors Cleveland, Ohio	$202K	+$191K	1	0.03%	New
902	PMG ProVise Management Group Clearwater, Florida	$202K	+$206K	1	0.03%	New
903	GL GLG LLC New York	$201K	+$6K	1	0.01%	Increased
904	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$201K	+$190K	1	0.09%	New
905	Central Trust Company Jefferson City, Missouri	$200K	-$52.7K	2	0.01%	Reduced
906	WAS WESPAC Advisors SoCal Pasadena, California	$199K	-$122K	1	0.12%	Reduced
907	GWS Glassman Wealth Services Vienna, Virginia	$193K	+$145K	2	0.13%	Increased
908	FMA FNY Managed Accounts New York	$186K	+$183K	2	0.58%	New
909	Smithfield Trust Pittsburgh, Pennsylvania	$177K	+$65.1K	2	0.03%	Increased
910	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$172K	-$2.04K	1	0.03%	Reduced
911	WB Webster Bank Waterbury, Connecticut	$170K	+$23.9K	2	0.03%	Increased
912	JCM Jacobi Capital Management Pittston, Pennsylvania	$164K	+$12.7K	2	0.08%	Increased
913	WA WFG Advisors Dallas, Texas	$150K	+$4.42K	2	0.04%	Increased
914	CFA Carroll Financial Associates Charlotte, North Carolina	$148K	+$10.2K	2	0.02%	Increased
915	TDC Thompson Davis & Co Richmond, Virginia	$147K	+$12.7K	1	0.21%	Increased
916	EWM Edge Wealth Management New York	$141K	$0	1	0.05%	Maintained
917	AA Apriem Advisors Irvine, California	$138K	-$2.54K	2	0.04%	Reduced
918	BC Barnett & Company Chattanooga, Tennessee	$138K	+$13.2K	1	0.08%	Increased
919	MRCM M&R Capital Management Summit, New Jersey	$125K	-$23.1K	2	0.03%	Reduced
920	Citizens Financial Group Providence, Rhode Island	$124K	-$3.17K	2	0.01%	Reduced
921	WTB Washington Trust Bank Spokane, Washington	$117K	-$9.36K	2	0.03%	Reduced
922	HI Hudock Inc Williamsport, Pennsylvania	$113K	$0	1	0.06%	Maintained
923	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$113K	$0	1	0.01%	Maintained
924	ACS Archford Capital Strategies Swansea, Illinois	$109K	+$94.8K	1	0.04%	Increased
925	BAM Barrett Asset Management New York	$108K	$0	1	0.01%	Maintained