← 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	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$380K	-$161K	1	0.42%	Reduced
902	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$380K	+$6.17K	1	0.23%	Increased
903	Prospera Financial Services Dallas, Texas	$379K	-$84K	1	0.06%	Reduced
904	CWA Asset Management Group Naples, Florida	$376K	$0	1	0.12%	Maintained
905	Curi RMB Capital Chicago, Illinois	$374K	+$378K	1	0.01%	New
906	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$365K	$0	1	0.13%	Maintained
907	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$361K	-$3.7K	1	0.02%	Reduced
908	Cerity Partners New York	$360K	+$316K	1	0.03%	New
909	RCG Ruggie Capital Group Tavares, Florida	$360K	-$114K	1	0.24%	Reduced
910	SFSIG San Francisco Sentry Investment Group San Francisco, California	$360K	+$115K	2	0.13%	Increased
911	SCA Snowden Capital Advisors New York	$360K	-$626K	1	0.07%	Reduced
912	IWA Intercontinental Wealth Advisors San Antonio, Texas	$359K	$0	1	0.23%	Maintained
913	JIC Joel Isaacson & Co New York	$358K	$0	1	0.07%	Maintained
914	FHA Flagship Harbor Advisors Boston, Massachusetts	$356K	+$36.7K	1	0.12%	Increased
915	NewEdge Advisors New Orleans, Louisiana	$354K	+$319K	2	0.06%	New
916	BL BFSG LLC Irvine, California	$354K	+$123	1	0.17%	Increased
917	Parnassus Investments San Francisco, California	$352K	-$309K	1	0%	Reduced
918	MCM Murphy Capital Management Bedminster, New Jersey	$350K	+$355K	1	0.05%	New
919	Level Four Advisory Services Dallas, Texas	$349K	-$274K	1	0.05%	Reduced
920	BOTW Bank of the West Monterey Park, California	$347K	+$9.01K	1	0.04%	Increased
921	CPA Clear Perspective Advisors Aurora, Illinois	$345K	-$146K	2	0.29%	Reduced
922	QC QCM Cayman Houston, Texas	$345K	+$302K	1	0.79%	New
923	Veritable Wilmington, Delaware	$337K	+$57.4K	1	0.01%	Increased
924	Park Avenue Securities New York	$336K	+$334K	1	0.04%	New
925	Conning Inc Hartford, Connecticut	$335K	-$194K	1	0.01%	Reduced