← 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	GW & Wade Wellesley, Massachusetts	$204K	+$179K	1	0.03%	New
1002	UR USCA RIA Houston, Texas	$204K	+$179K	1	0.03%	New
1003	Wilmington Savings Fund Society Wilmington, Delaware	$201K	+$203K	1	0.01%	New
1004	HP Hikari Power Tokyo, Japan	$200K	+$203K	1	0.03%	New
1005	UAS United Asset Strategies Garden City, New York	$200K	-$56.8K	1	0.06%	Reduced
1006	WAM Weatherly Asset Management Del Mar, California	$200K	+$175K	1	0.06%	New
1007	HAM Highstreet Asset Management London, Ontario, Canada	$195K	+$191K	2	0.02%	New
1008	JT Jump Trading Chicago, Illinois	$188K	+$78.4K	1	0.03%	Increased
1009	EWM Edge Wealth Management New York	$186K	$0	1	0.06%	Maintained
1010	Smithfield Trust Pittsburgh, Pennsylvania	$185K	-$23.7K	2	0.03%	Reduced
1011	CFA Carroll Financial Associates Charlotte, North Carolina	$184K	+$4.08K	2	0.02%	Increased
1012	FPS Fieldpoint Private Securities Greenwich, Connecticut	$184K	+$130K	1	0.13%	Increased
1013	Arax Advisory Partners Denver, Colorado	$176K	+$51.4K	2	0.08%	Increased
1014	Krilogy Financial St. Louis, Missouri	$171K	+$71.2K	2	0.05%	Increased
1015	JCM Jacobi Capital Management Pittston, Pennsylvania	$166K	-$12.3K	2	0.06%	Reduced
1016	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$152K	+$154K	1	0.07%	New
1017	HI Hudock Inc Williamsport, Pennsylvania	$147K	$0	1	0.08%	Maintained
1018	WOC West Oak Capital Westlake Village, California	$145K	+$52.5K	2	0.09%	Increased
1019	Fiduciary Trust Boston, Massachusetts	$142K	+$124K	1	0%	New
1020	SNT Security National Trust Wheeling, West Virginia	$141K	+$123K	1	0.05%	New
1021	MRCM M&R Capital Management Summit, New Jersey	$139K	-$24.3K	2	0.03%	Reduced
1022	Tower Research Capital (TRC) New York	$139K	+$22.1K	1	0.02%	Increased
1023	BC Barnett & Company Chattanooga, Tennessee	$130K	-$13.6K	1	0.06%	Reduced
1024	Avior Wealth Management Omaha, Nebraska	$125K	+$24.7K	1	0.05%	Increased
1025	AssetMark Inc Concord, California	$123K	+$8.73K	2	0%	Increased