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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	% of Portfolio	Status
1001	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.78M	–	Closed
1002	NIM Northeast Investment Management Boston, Massachusetts	$0	-$232K	–	Closed
1003	Oaktree Capital Management Los Angeles, California	$0	-$55.4M	–	Closed
1004	OAM Origin Asset Management London, United Kingdom	$0	-$4.61M	–	Closed
1005	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$240K	–	Closed
1006	PP Paloma Partners Greenwich, Connecticut	$0	-$1.8M	–	Closed
1007	PCM Parsons Capital Management Providence, Rhode Island	$0	-$93K	–	Closed
1008	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$1.63M	–	Closed
1009	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$22.2M	–	Closed
1010	PCM Prelude Capital Management New York	$0	-$207K	–	Closed
1011	PSCM Prince Street Capital Management New York	$0	-$15.6M	–	Closed
1012	Quantbot Technologies New York	$0	-$243K	–	Closed
1013	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$3.43M	–	Closed
1014	Regents of the University of California Oakland, California	$0	-$6.5M	–	Closed
1015	RCM Riverloft Capital Management Miami Beach, Florida	$0	-$3.75M	–	Closed
1016	SIG Senator Investment Group New York	$0	-$211M	–	Closed
1017	SI Sensato Investors San Francisco, California	$0	-$24.7M	–	Closed
1018	SCA Signpost Capital Advisors New York	$0	-$17.1M	–	Closed
1019	SGA Siguler Guff Advisers New York	$0	-$40.3M	–	Closed
1020	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$0	-$44K	–	Closed
1021	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$0	-$7K	–	Closed
1022	TNB Thomasville National Bank Thomasville, Georgia	$0	-$59K	–	Closed
1023	TM Tiger Management New York	$0	-$54.3M	–	Closed
1024	THCM Tipp Hill Capital Management New York	$0	-$4.16M	–	Closed
1025	TF Tompkins Financial Ithaca, New York	$0	-$21K	–	Closed