← 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	PTC Private Trust Company Cleveland, Ohio	$645K	-$249K	1	0.14%	Reduced
952	CPA Clear Perspective Advisors Aurora, Illinois	$638K	+$3.18K	2	0.49%	Increased
953	Eagle Capital Management (New York) New York	$629K	$0	1	0%	Maintained
954	NSIM North Star Investment Management Chicago, Illinois	$624K	+$8.96K	2	0.08%	Increased
955	SH Svenska Handelsbanken Stockholm, Sweden	$621K	$0	1	0.84%	Maintained
956	Coldstream Capital Management Bellevue, Washington	$619K	-$168K	2	0.07%	Reduced
957	Global Retirement Partners San Rafael, California	$616K	-$26.5K	2	0.17%	Reduced
958	CC Cadinha & Co Honolulu, Hawaii	$604K	+$627K	1	0.08%	New
959	BCM BTC Capital Management Des Moines, Iowa	$594K	-$150K	1	0.1%	Reduced
960	OIA Optimum Investment Advisors Chicago, Illinois	$584K	+$26.9K	2	0.19%	Increased
961	RWA Wealth Partners Newton, Massachusetts	$583K	+$25.8K	2	0.07%	Increased
962	ZB Zions Bancorporation Salt Lake City, Utah	$580K	-$92.5K	1	0.1%	Reduced
963	SCM Schnieders Capital Management Pasadena, California	$578K	+$13.4K	1	0.24%	Increased
964	ACP Arcus Capital Partners Atlanta, Georgia	$574K	+$54.1K	1	0.32%	Increased
965	BAM Barrett Asset Management New York	$572K	-$3.58K	1	0.04%	Reduced
966	CONA Capital One National Association New York	$572K	-$313K	2	0.04%	Reduced
967	Veritable Wilmington, Delaware	$570K	+$147K	1	0.01%	Increased
968	NewEdge Advisors New Orleans, Louisiana	$569K	+$99.4K	1	0.08%	Increased
969	GFPC Global Financial Private Capital Sarasota, Florida	$566K	+$187K	1	0.02%	Increased
970	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$565K	-$179K	1	0.32%	Reduced
971	CFD Creative Financial Designs Kokomo, Indiana	$565K	+$81.3K	2	0.38%	Increased
972	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$563K	+$318K	1	0.42%	Increased
973	Fiduciary Trust Boston, Massachusetts	$561K	+$583K	1	0.02%	New
974	GLA Good Life Advisors Reading, Pennsylvania	$554K	+$174K	1	0.17%	Increased
975	GIM Groesbeck Investment Management Paramus, New Jersey	$553K	+$341K	1	0.39%	Increased