← 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
951	GAM Gemmer Asset Management Walnut Creek, California	$9K	$0	1	0%	Maintained
952	OC Oakworth Capital Birmingham, Alabama	$9K	+$2.41K	2	0%	Increased
953	PCTC Perkins Coie Trust Company Seattle, Washington	$9K	$0	1	0.01%	Maintained
954	TIM Tortoise Investment Management White Plains, New York	$9K	$0	1	0%	Maintained
955	ECM Estabrook Capital Management New York	$8.78K	+$9.63K	1	0%	New
956	DRS Deane Retirement Strategies New Orleans, Louisiana	$8K	$0	1	0.01%	Maintained
957	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$8K	$0	1	0%	Maintained
958	RBC Roble Belko & Company Sewickley, Pennsylvania	$8K	-$2.6K	1	0%	Reduced
959	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$7K	$0	1	0%	Maintained
960	FAN Financial Advisors Network Tustin, California	$6.53K	+$6.16K	1	0.01%	New
961	Arax Advisory Partners Denver, Colorado	$6K	+$6.62K	2	0%	New
962	Allworth Financial Folsom, California	$5K	$0	1	0%	Maintained
963	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5K	+$5.78K	1	0%	New
964	LJHT Laurie J. Hall Trustee	$5K	+$4.81K	1	0%	New
965	MCM Manchester Capital Management Manchester, Vermont	$5K	$0	1	0%	Maintained
966	CWM Catamount Wealth Management Westport, Connecticut	$4K	$0	1	0%	Maintained
967	CP Corbenic Partners Bethlehem, Pennsylvania	$4K	$0	1	0%	Maintained
968	Hillsdale Investment Management Toronto, Ontario, Canada	$4K	+$3.85K	1	0%	New
969	VCM Vigilant Capital Management Portland, Maine	$4K	-$28.3K	1	0%	Reduced
970	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3K	$0	1	0%	Maintained
971	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2.66K	$0	1	0%	Maintained
972	Brinker Capital Investments Berwyn, Pennsylvania	$2K	$0	1	0%	Maintained
973	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained
974	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2K	$0	1	0%	Maintained
975	SHJ Sharkey, Howes & Javer Denver, Colorado	$2K	$0	1	0%	Maintained