← 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	SIM Sonora Investment Management Tucson, Arizona	$119K	+$16.1K	2	0.02%	Increased
1027	Citizens Financial Group Providence, Rhode Island	$117K	-$31K	2	0.01%	Reduced
1028	WAS Winch Advisory Services Appleton, Wisconsin	$114K	+$59.5K	1	0.07%	Increased
1029	LF Lee Financial Dallas, Texas	$113K	+$30.9K	1	0.04%	Increased
1030	WA WealthTrust-Arizona Scottsdale, Arizona	$108K	+$2.9K	2	0.06%	Increased
1031	HR Howe & Rusling Rochester, New York	$107K	+$12.5K	2	0.02%	Increased
1032	GBT Grove Bank & Trust Miami, Florida	$106K	+$45.8K	1	0.07%	Increased
1033	PMFA Plante Moran Financial Advisors Southfield, Michigan	$104K	-$1.6K	2	0.07%	Reduced
1034	SAM Solaris Asset Management New York	$101K	$0	2	0.06%	Maintained
1035	VNA Valley National Advisers Bethlehem, Pennsylvania	$99K	+$4.32K	2	0.04%	Increased
1036	PCP Proficio Capital Partners Newton, Massachusetts	$97K	-$1.73K	2	0.04%	Reduced
1037	ARMC American Research & Management Company Marion, Massachusetts	$92K	$0	2	0.03%	Maintained
1038	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$91K	$0	1	0.04%	Maintained
1039	PAM Paradigm Asset Management New York	$89.4K	$0	1	0.02%	Maintained
1040	FCMT Founders Capital Management (Texas) Houston, Texas	$89K	+$61.7K	2	0.08%	Increased
1041	Thompson Siegel & Walmsley Richmond, Virginia	$89K	$0	2	0%	Maintained
1042	DSC Duncker Streett & Co St. Louis, Missouri	$85K	$0	1	0.03%	Maintained
1043	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$85K	-$1.11K	2	0.01%	Reduced
1044	Whittier Trust South Pasadena, California	$84K	-$6.52K	2	0%	Reduced
1045	DOA D'Orazio & Associates Falls Church, Virginia	$82K	$0	2	0.03%	Maintained
1046	LJHT Laurie J. Hall Trustee	$80.4K	$0	2	0.05%	Maintained
1047	FCA Florence Capital Advisors New York	$80K	$0	2	0.26%	Maintained
1048	IDBONY Israel Discount Bank of New York New York	$80K	+$81.5K	1	0.06%	New
1049	JFA JNBA Financial Advisors Bloomington, Minnesota	$78K	$0	1	0.02%	Maintained
1050	RIM Ranger International Management Lake Forest, Illinois	$75K	+$76.1K	1	0.34%	New