← 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	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$704K	-$64K	2	0.06%	Reduced
927	Williams Jones & Associates New York	$704K	+$200K	1	0.02%	Increased
928	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$703K	$0	1	0.15%	Maintained
929	FBC Fairfield, Bush & Co Darien, Connecticut	$701K	+$394K	1	0.19%	Increased
930	CCA Cobblestone Capital Advisors Rochester, New York	$697K	+$70.8K	1	0.07%	Increased
931	RIA Regal Investment Advisors Kentwood, Michigan	$695K	+$202K	2	0.15%	Increased
932	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$691K	-$108K	1	0.42%	Reduced
933	Thompson Siegel & Walmsley Richmond, Virginia	$691K	+$44.8K	2	0.01%	Increased
934	GC Gruss & Co West Palm Beach, Florida	$690K	$0	1	0.67%	Maintained
935	RCG Ruggie Capital Group Tavares, Florida	$690K	+$297K	1	0.45%	Increased
936	SC Sovarnum Capital New York	$690K	+$717K	1	0.47%	New
937	FC Farley Capital New York	$683K	-$20.5K	1	0.96%	Reduced
938	WC Woodstock Corp Boston, Massachusetts	$679K	$0	1	0.13%	Maintained
939	CRWM Castle Rock Wealth Management Walnut Creek, California	$670K	+$696K	1	1.3%	New
940	FCAG First Capital Advisors Group Little Silver, New Jersey	$665K	+$304K	1	0.42%	Increased
941	TPWA TRUE Private Wealth Advisors Salem, Oregon	$662K	+$689K	1	0.11%	New
942	NA Neuburgh Advisers Los Angeles, California	$657K	-$146K	1	0.02%	Reduced
943	FAS Formuepleje A/S Aarhus C, Denmark	$655K	$0	1	0.07%	Maintained
944	HIM Herald Investment Management London, United Kingdom	$655K	$0	1	0.21%	Maintained
945	MCM Murphy Capital Management Bedminster, New Jersey	$653K	+$2.69K	2	0.09%	Increased
946	WI WrapManager Inc Mill Valley, California	$653K	-$8.56K	1	0.22%	Reduced
947	GA Gateway Advisory Westfield, New Jersey	$651K	+$31.4K	1	0.18%	Increased
948	FSA Franklin Street Advisors Chapel Hill, North Carolina	$650K	$0	1	0.1%	Maintained
949	Summit Trail Advisors New York	$647K	+$651K	2	0.08%	New
950	CA Cornerstone Advisory Hunt Valley, Maryland	$646K	+$671K	1	0.22%	New