← 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
926	GVT Genesee Valley Trust Pittsford, New York	$335K	+$339K	1	0.14%	New
927	Choreo LLC Rockford, Illinois	$333K	-$199K	1	0.05%	Reduced
928	Circle Wealth Management Summit, New Jersey	$333K	+$291K	1	0.15%	New
929	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$327K	$0	1	0.09%	Maintained
930	ADL Asset Dedication LLC San Francisco, California	$325K	+$12.3K	2	0.16%	Increased
931	EWM Endurance Wealth Management Providence, Rhode Island	$325K	$0	2	0.05%	Maintained
932	Huntington National Bank Columbus, Ohio	$322K	+$178K	2	0.01%	Increased
933	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$321K	+$281K	1	0.06%	New
934	BAM Barrett Asset Management New York	$317K	+$154K	1	0.02%	Increased
935	TDC Thompson Davis & Co Richmond, Virginia	$317K	+$110K	1	0.51%	Increased
936	WA WFG Advisors Dallas, Texas	$316K	+$110K	2	0.07%	Increased
937	BFC Blue Fin Capital Warren, Rhode Island	$315K	+$37K	1	0.2%	Increased
938	RA Rational Advisors Huntington, New York	$314K	-$24.7K	1	0.2%	Reduced
939	MFAM Motley Fool Asset Management Alexandria, Virginia	$313K	-$4.8M	1	0.06%	Reduced
940	PAG Private Advisory Group Redmond, Washington	$310K	+$272K	1	0.18%	New
941	Williams Jones & Associates New York	$308K	+$270K	1	0.01%	New
942	Sowell Financial Services North Little Rock, Arkansas	$307K	$0	1	0.09%	Maintained
943	SIC Sigma Investment Counselors Northville, Michigan	$304K	-$54.4K	1	0.05%	Reduced
944	HCM Hollencrest Capital Management Newport Beach, California	$302K	$0	1	0.05%	Maintained
945	AE Wealth Management Topeka, Kansas	$300K	+$263K	1	0.04%	New
946	CG CFO4Life Group Coppell, Texas	$300K	+$494	1	0.28%	Increased
947	SXL Summit X LLC Chesterfield, Missouri	$298K	+$302K	1	0.21%	New
948	Clearstead Advisors Cleveland, Ohio	$287K	+$20.4K	1	0.04%	Increased
949	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$287K	-$22.2K	1	0.07%	Reduced
950	Homrich & Berg Atlanta, Georgia	$287K	+$252K	1	0.03%	New