← 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
1026	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$1M	0	–	Closed
1027	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$4.01M	0	–	Closed
1028	HS Horan Securities Cincinnati, United States	$0	-$2K	0	–	Closed
1029	IH IFC Holdings Tampa, Florida	$0	-$414K	0	–	Closed
1030	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$4.07M	0	–	Closed
1031	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$0	-$405K	0	–	Closed
1032	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$0	-$12.7M	0	–	Closed
1033	IDBONY Israel Discount Bank of New York New York	$0	+$170	1	0%	New
1034	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$377K	0	–	Closed
1035	Jefferies Group New York	$0	-$1.92M	0	–	Closed
1036	LSCM Light Street Capital Management Palo Alto, California	$0	-$50.8M	0	–	Closed
1037	LHC Lodge Hill Capital New York	$0	-$6.35M	0	–	Closed
1038	Lord, Abbett & Co Jersey City, New Jersey	$0	-$37M	0	–	Closed
1039	LSA L & S Advisors Los Angeles, California	$0	-$1.92M	0	–	Closed
1040	MIM Marco Investment Management Atlanta, Georgia	$0	-$212K	0	–	Closed
1041	Melvin Capital Management New York	$0	-$66.1M	0	–	Closed
1042	Menora Mivtachim Holdings Ramat Gan, Israel	$0	-$148K	0	–	Closed
1043	MGM Miura Global Management New York	$0	-$18M	0	–	Closed
1044	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$212M	0	–	Closed
1045	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$7.68M	0	–	Closed
1046	MUFG Americas New York	$0	-$37K	0	–	Closed
1047	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$137K	0	–	Closed
1048	MAM Myriad Asset Management North Point, Hong Kong	$0	-$5.87M	0	–	Closed
1049	NCA Newbrook Capital Advisors New York	$0	-$11.6M	0	–	Closed
1050	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$2.68M	0	–	Closed