← 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	BCM Blume Capital Management Berkeley, California	$19K	$0	1	0.01%	Maintained
1002	Close Asset Management London, United Kingdom	$19K	+$4.38K	1	0%	Increased
1003	GEA Glen Eagle Advisors Kingston, New Jersey	$18K	+$2.04K	2	0.02%	Increased
1004	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$18K	$0	1	0.01%	Maintained
1005	FPF FNY Partners Fund New York	$17K	+$17.6K	1	0%	New
1006	MCA Mercer Capital Advisers Little Silver, New Jersey	$17K	$0	1	0.01%	Maintained
1007	PIM Parasol Investment Management Westmont, Illinois	$17K	-$15.1K	2	0.03%	Reduced
1008	AA AlphaMark Advisors Ft. Wright, Kentucky	$16K	$0	2	0.01%	Maintained
1009	BKA Brick & Kyle Associates Newtown, Pennsylvania	$16K	$0	1	0.01%	Maintained
1010	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$16K	$0	1	0.01%	Maintained
1011	FA Fortis Advisors Wayne, Pennsylvania	$16K	+$15.9K	1	0.01%	New
1012	HCM Highlander Capital Management Short Hills, New Jersey	$16K	$0	1	0.01%	Maintained
1013	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$16K	+$15.3K	1	0.02%	New
1014	Simon Quick Advisors Morristown, New Jersey	$15K	$0	1	0.01%	Maintained
1015	WC Whitnell & Co Oak Brook, Illinois	$15K	-$14K	1	0.01%	Reduced
1016	FMP Financial Management Professionals Austin, Texas	$14K	+$13.7K	1	0.01%	New
1017	FCMT Founders Capital Management (Texas) Houston, Texas	$14K	+$13.7K	2	0.01%	New
1018	CIM Contravisory Investment Management Norwell, Massachusetts	$13K	+$12.1K	1	0%	New
1019	Crestwood Advisors Group Boston, Massachusetts	$12K	+$10.2K	1	0%	New
1020	PK Pflug Koory Omaha, Nebraska	$12K	$0	1	0.01%	Maintained
1021	GAM Gemmer Asset Management Walnut Creek, California	$11K	$0	1	0%	Maintained
1022	PCTC Perkins Coie Trust Company Seattle, Washington	$11K	$0	1	0.01%	Maintained
1023	TIM Tortoise Investment Management White Plains, New York	$11K	$0	1	0%	Maintained
1024	ECM Estabrook Capital Management New York	$10.8K	$0	1	0%	Maintained
1025	RBC Roble Belko & Company Sewickley, Pennsylvania	$10K	$0	1	0%	Maintained