← 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
976	TCCM Two Creeks Capital Management New York	$0	-$30.2M	0	–	Closed
977	Two Sigma Advisers New York	$0	-$69.3M	0	–	Closed
978	Two Sigma Investments New York	$0	-$89.7M	0	–	Closed
979	UAM UAS Asset Management New York	$0	-$6.68M	0	–	Closed
980	UAS United Asset Strategies Garden City, New York	$0	-$209K	0	–	Closed
981	Victory Capital Management San Antonio, Texas	$0	-$29.5M	0	–	Closed
982	VFA Virtus Fund Advisers Hartford, Connecticut	$0	-$13M	0	–	Closed
983	Wealthfront Palo Alto, California	$0	+$330	1	0%	New
984	Weiss Multi-Strategy Advisers New York	$0	-$5.97M	0	–	Closed
985	WCP Welch Capital Partners Harrison, New York	$0	-$2.01M	0	–	Closed
986	Whale Rock Capital Management Boston, Massachusetts	$0	-$34.3M	0	–	Closed
987	WhitTier Trust Company Reno, Nevada	$0	-$232K	0	–	Closed
988	Wilmington Savings Fund Society Wilmington, Delaware	$0	-$242K	0	–	Closed
989	WCM Windward Capital Management Los Angeles, California	$0	-$1.01M	0	–	Closed
990	YCMGA York Capital Management Global Advisors New York	$0	-$14.7M	0	–	Closed
991	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$466K	0	–	Closed