← 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	DRS Deane Retirement Strategies New Orleans, Louisiana	$9K	$0	1	0.01%	Maintained
1027	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$9K	$0	1	0%	Maintained
1028	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$8K	+$7.63K	1	0.01%	New
1029	Allworth Financial Folsom, California	$7K	+$2K	2	0%	Increased
1030	AOWM Alpha Omega Wealth Management Richmond, Virginia	$6K	$0	1	0%	Maintained
1031	MCM Manchester Capital Management Manchester, Vermont	$6K	$0	1	0%	Maintained
1032	BWM Baystate Wealth Management Boston, Massachusetts	$5K	-$10.2K	1	0%	Reduced
1033	CWM Catamount Wealth Management Westport, Connecticut	$5K	$0	1	0%	Maintained
1034	CP Corbenic Partners Bethlehem, Pennsylvania	$5K	$0	1	0.01%	Maintained
1035	VCM Vigilant Capital Management Portland, Maine	$5K	$0	1	0%	Maintained
1036	ABFS Appropriate Balance Financial Services Bellevue, Washington	$4.96K	-$491K	1	0.25%	Reduced
1037	OC Oakworth Capital Birmingham, Alabama	$4K	-$5K	1	0%	Reduced
1038	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$3.23K	$0	1	0%	Maintained
1039	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	+$2.64K	1	0%	New
1040	SHJ Sharkey, Howes & Javer Denver, Colorado	$3K	$0	1	0%	Maintained
1041	Brinker Capital Investments Berwyn, Pennsylvania	$2K	$0	1	0%	Maintained
1042	First Eagle Investment Management New York	$2K	$0	1	0%	Maintained
1043	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	+$1.73K	1	0%	New
1044	Hillsdale Investment Management Toronto, Ontario, Canada	$2K	-$2.04K	1	0%	Reduced
1045	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2K	+$102	1	0%	Increased
1046	ED Exane Derivatives Paris, France	$1.55K	-$516K	1	0%	Reduced
1047	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$18K	0	–	Closed
1048	AIM Acrospire Investment Management Chicago, Illinois	$0	-$35K	0	–	Closed
1049	AS AIA (Singapore) Singapore	$0	-$53.2M	0	–	Closed
1050	Alpha Wave Global New York	$0	-$18.6M	0	–	Closed