← 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
1001	RFP Root Financial Partners Encinitas, California	$215K	-$55.6K	1	0.01%	Reduced
1002	CAAS Capital Asset Advisory Services Williamston, Michigan	$214K	+$279K	1	0.01%	New
1003	MPWS McCarter Private Wealth Services Boston, Massachusetts	$214K	+$2.76K	1	0.07%	Increased
1004	FFS Founders Financial Securities Towson, Maryland	$214K	-$3.13K	1	0.01%	Reduced
1005	RA Rockingstone Advisors Great Barrington, Massachusetts	$213K	+$36K	1	0.09%	Increased
1006	PCG Prosperity Consulting Group Owings Mills, Maryland	$213K	+$277K	1	0.01%	New
1007	BCP Berkeley Capital Partners Milton, Georgia	$211K	-$39.6K	1	0.04%	Reduced
1008	Vanguard Capital Wealth Advisors Denver, Colorado	$211K	$0	1	0.14%	Maintained
1009	EWM Endowment Wealth Management Appleton, Wisconsin	$210K	-$7.14K	1	0.08%	Reduced
1010	TC T3 Companies New York	$209K	+$273K	1	0.22%	New
1011	CA Calton & Associates Tampa, Florida	$209K	-$2.63K	1	0.03%	Reduced
1012	GA Greenspring Advisors Towson, Maryland	$207K	-$21.5K	1	0.01%	Reduced
1013	AC Avant Capital Lafayette, Louisiana	$207K	$0	1	0.13%	Maintained
1014	MC Mirabaud & Cie Geneva, Switzerland	$207K	$0	1	0.08%	Maintained
1015	RWB RMR Wealth Builders Montclair, New Jersey	$207K	-$1.25K	1	0.01%	Reduced
1016	MFS Madrona Financial Services Everett, Washington	$206K	+$3.88K	1	0.04%	Increased
1017	GS GWN Securities Palm Beach Gardens, Florida	$206K	-$5.89K	1	0.03%	Reduced
1018	IFG Advisory Atlanta, Georgia	$205K	+$247K	2	0.01%	New
1019	XSC X-Square Capital Guaynabo, Puerto Rico	$205K	$0	1	0.05%	Maintained
1020	EA Emerald Advisors Bellevue, Washington	$204K	+$60.8K	1	0.03%	Increased
1021	PWP Private Wealth Partners Mill Valley, California	$204K	+$266K	1	0.01%	New
1022	UWS Unique Wealth Strategies Burr Ridge, Illinois	$203K	-$19.3K	1	0.07%	Reduced
1023	Envestnet Portfolio Solutions Chicago, Illinois	$202K	-$31.4K	1	0%	Reduced
1024	PWM Palacios Wealth Management Ormond Beach, Florida	$201K	-$28.8K	1	0.12%	Reduced
1025	CP Canopy Partners Cincinnati, Ohio	$201K	-$67.3K	1	0.06%	Reduced