← 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	First Horizon Advisors Memphis, Tennessee	$286K	-$6.79K	2	0.03%	Reduced
952	Westfield Capital Management Boston, Massachusetts	$286K	+$290K	1	0%	New
953	CPP Crow Point Partners Boston, Massachusetts	$285K	+$250K	1	0.05%	New
954	VC Vicus Capital State College, Pennsylvania	$285K	+$250K	1	0.06%	New
955	DI DUMAC Inc Durham, North Carolina	$284K	$0	1	0.35%	Maintained
956	CA Cambridge Advisors Omaha, Nebraska	$283K	+$1.81K	1	0.11%	Increased
957	FBFS First Business Financial Services Madison, Wisconsin	$282K	-$247K	1	0.06%	Reduced
958	DI Diligent Investors Redlands, California	$269K	+$235K	1	0.19%	New
959	PBT Pictet Bank & Trust Nassau, Bahamas	$266K	-$60.3K	1	0.08%	Reduced
960	CAM Cypress Asset Management Houston, Texas	$264K	+$232K	1	0.05%	New
961	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$262K	$0	1	0.11%	Maintained
962	WAS WESPAC Advisors SoCal Pasadena, California	$260K	$0	1	0.17%	Maintained
963	CBT Capital Bank & Trust Irvine, California	$259K	+$227K	1	0%	New
964	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$259K	-$22K	2	0.05%	Reduced
965	ANB Amarillo National Bank Amarillo, Texas	$258K	+$226K	1	0.09%	New
966	Covington Capital Management Los Angeles, California	$256K	+$224K	1	0.02%	New
967	Northeast Financial Consultants Westport, Connecticut	$254K	+$222K	1	0.1%	New
968	JFA Johanson Financial Advisors Campbell, California	$253K	+$223K	1	0.21%	New
969	GWS Glassman Wealth Services Vienna, Virginia	$250K	$0	2	0.16%	Maintained
970	Savant Capital Rockford, Illinois	$247K	+$216K	1	0.06%	New
971	NB Nicolet Bankshares Green Bay, Wisconsin	$246K	+$216K	1	0.12%	New
972	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$245K	+$248K	1	0.14%	New
973	IH IFC Holdings Tampa, Florida	$244K	-$30.9K	1	0.02%	Reduced
974	OIA Optimum Investment Advisors Chicago, Illinois	$241K	$0	1	0.08%	Maintained
975	BSG Black Swift Group Boulder, Colorado	$240K	+$210K	1	0.13%	New