← 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
PCM
Prelude Capital Management
New York
$0 -$1.72M 0 – Closed
1002
PCA
Private Capital Advisors
Connecticut
$0 -$3.42M 0 – Closed
1003
PTC
Private Trust Company
Ohio
$0 -$5K 0 – Closed
1004
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0 -$91.6M 0 – Closed
1005
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0 -$30.8M 0 – Closed
1006
QSS
Quantitative Systematic Strategies
Florida
$0 -$605K 0 – Closed
1007
RP
Raiff Partners
New York
$0 -$2.22M 0 – Closed
1008
RCM
Ratan Capital Management
Florida
$0 -$15.7M 0 – Closed
1009
SCM
SAB Capital Management
New York
$0 -$35.5M 0 – Closed
1010
SCM
Sandler Capital Management
New York
$0 -$8.73M 0 – Closed
1011
SGH
Schonfeld Group Holdings
New York
$0 -$995K 0 – Closed
1012
SAM
Scopus Asset Management
New York
$0 -$6.4M 0 – Closed
1013
SCS Capital Management
SCS Capital Management
Massachusetts
$0 -$222K 0 – Closed
1014
SIG
Senator Investment Group
New York
$0 -$216M 0 – Closed
1015
SAM
Sentinel Asset Management
Vermont
$0 -$3.6M 0 – Closed
1016
Soroban Capital Partners
Soroban Capital Partners
New York
$0 -$175M 0 – Closed
1017
SMG
Spectrum Management Group
Indiana
$0 -$62K 0 – Closed
1018
SRS Investment Management
SRS Investment Management
New York
$0 -$19.5M 0 – Closed
1019
SCA
Strategic Capital Alternatives
United States
$0 -$97K 0 – Closed
1020
SSG
Summit Securities Group
New York
$0 -$401K 0 – Closed
1021
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$0 -$888K 0 – Closed
1022
T
Tahithromos
New York
$0 -$2.93M 0 – Closed
1023
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0 -$4.44M 0 – Closed
1024
TPCM
Tide Point Capital Management
Connecticut
$0 -$8.88M 0 – Closed
1025
TEC
Tiger Eye Capital
Tennessee
$0 -$889K 0 – Closed