← 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	Chicago Partners Investment Group Chicago, Illinois	$489K	-$12.9K	2	0.08%	Reduced
1002	HCM Horan Capital Management Hunt Valley, Maryland	$489K	-$66.7K	1	0.1%	Reduced
1003	CG CFO4Life Group Coppell, Texas	$484K	+$91.2K	1	0.38%	Increased
1004	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$484K	-$17K	1	0.27%	Reduced
1005	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$482K	+$11.7K	1	0.15%	Increased
1006	IWA Intercontinental Wealth Advisors San Antonio, Texas	$479K	$0	1	0.27%	Maintained
1007	Vident Investment Advisory Alpharetta, Georgia	$477K	-$980K	1	0.02%	Reduced
1008	SFSIG San Francisco Sentry Investment Group San Francisco, California	$472K	-$896	2	0.14%	Reduced
1009	NIM NuWave Investment Management Parsippany, New Jersey	$469K	+$487K	1	0.55%	New
1010	UC Unio Capital Princeton, New Jersey	$468K	+$487K	2	0.39%	New
1011	ADL Asset Dedication LLC San Francisco, California	$466K	+$6.62K	2	0.19%	Increased
1012	HL Financial Services Louisville, Kentucky	$463K	-$246K	1	0.01%	Reduced
1013	KC Kingfisher Capital Charlotte, North Carolina	$462K	+$480K	1	0.29%	New
1014	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$461K	-$119K	2	0.31%	Reduced
1015	Choreo LLC Rockford, Illinois	$457K	+$4.84K	1	0.06%	Increased
1016	MFW Mosaic Family Wealth St. Louis, Missouri	$454K	-$144K	2	0.17%	Reduced
1017	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$452K	-$28.8K	1	0.05%	Reduced
1018	BL BFSG LLC Irvine, California	$450K	+$34.2K	1	0.19%	Increased
1019	SG Somerset Group Wayzata, Minnesota	$447K	+$465K	1	0.37%	New
1020	Whittier Trust South Pasadena, California	$446K	+$175K	2	0.02%	Increased
1021	BWP Baldwin Wealth Partners Marion, Massachusetts	$444K	-$44.8K	1	0.07%	Reduced
1022	Fulton Bank Lancaster, Pennsylvania	$444K	+$464K	1	0.03%	New
1023	Cerity Partners New York	$442K	-$240K	1	0.03%	Reduced
1024	HCM Hollencrest Capital Management Newport Beach, California	$438K	+$51.8K	1	0.06%	Increased
1025	Granahan Investment Management Waltham, Massachusetts	$437K	-$401K	1	0.03%	Reduced