← 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	Chicago Partners Investment Group Chicago, Illinois	$65K	$0	1	0.02%	Maintained
952	DSC Duncker Streett & Co St. Louis, Missouri	$65K	+$40.7K	1	0.02%	Increased
953	ANBT American National Bank & Trust Wichita Falls, Texas	$62K	$0	2	0.02%	Maintained
954	Krilogy Financial St. Louis, Missouri	$61K	$0	2	0.02%	Maintained
955	JFA JNBA Financial Advisors Bloomington, Minnesota	$60K	-$2K	1	0.01%	Reduced
956	GBT Grove Bank & Trust Miami, Florida	$59K	-$125K	1	0.05%	Reduced
957	KPCM Kings Point Capital Management Great Neck, New York	$59K	+$19.7K	2	0.01%	Increased
958	LF Lee Financial Dallas, Texas	$59K	$0	1	0.02%	Maintained
959	CWM Cedar Wealth Management Walnut Creek, California	$54K	$0	1	0.03%	Maintained
960	NSB Norway Savings Bank Portland, Maine	$54K	-$13.2K	1	0.06%	Reduced
961	MassMutual Private Wealth & Trust Windsor, Connecticut	$53.9K	-$76.3K	1	0.01%	Reduced
962	CFN Cordasco Financial Network Naples, Florida	$52K	-$17.6K	1	0.06%	Reduced
963	TCI Wealth Advisors Tucson, Arizona	$51K	-$20.4K	2	0.03%	Reduced
964	LWM LBA Wealth Management Jacksonville, Florida	$49K	+$48.1K	2	0.03%	New
965	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$49K	$0	1	0.07%	Maintained
966	Balentine LLC Atlanta, Georgia	$45K	+$11K	1	0%	Increased
967	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$45K	+$4.58K	2	0.03%	Increased
968	TCM Tradewinds Capital Management Bellingham, Washington	$44K	+$4.88K	2	0.03%	Increased
969	CT Clearstead Trust Portland, Maine	$43K	$0	1	0.04%	Maintained
970	MUS Mitsubishi UFJ Securities Tokyo, Japan	$43K	$0	1	0.23%	Maintained
971	WAM Watermark Asset Management San Ramon, California	$39K	+$37.3K	2	0.02%	New
972	Jefferies Group New York	$38K	+$36K	1	0%	New
973	AIM Anchor Investment Management Columbia, South Carolina	$36.1K	+$2.04K	1	0.01%	Increased
974	FCB First Command Bank Fort Worth, Texas	$35K	+$35.2K	1	0.02%	New
975	FCFS First Command Financial Services Fort Worth, Texas	$35K	+$35.2K	1	0.02%	New