← 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	Clearstead Advisors Cleveland, Ohio	$323K	-$26.7K	1	0.04%	Reduced
1027	FBC Fairfield, Bush & Co Darien, Connecticut	$322K	+$302K	1	0.1%	New
1028	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$322K	$0	1	0.13%	Maintained
1029	TDC Thompson Davis & Co Richmond, Virginia	$321K	-$63.5K	1	0.57%	Reduced
1030	DA Doliver Advisors Houston, Texas	$319K	+$281K	1	0.14%	New
1031	CBT Capital Bank & Trust Irvine, California	$317K	$0	1	0%	Maintained
1032	ANB Amarillo National Bank Amarillo, Texas	$316K	$0	1	0.11%	Maintained
1033	Central Trust Company Jefferson City, Missouri	$316K	+$26.9K	2	0.02%	Increased
1034	First Horizon Advisors Memphis, Tennessee	$316K	-$19.3K	2	0.03%	Reduced
1035	WP WealthSource Partners San Luis Obispo, California	$316K	-$307K	1	0.1%	Reduced
1036	DI Diligent Investors Redlands, California	$313K	-$15.7K	1	0.23%	Reduced
1037	Calamos Wealth Management Naperville, Illinois	$311K	+$292K	1	0.04%	New
1038	NB Nicolet Bankshares Green Bay, Wisconsin	$311K	+$8.11K	1	0.14%	Increased
1039	AAM Azzad Asset Management Falls Church, Virginia	$310K	+$291K	1	0.1%	New
1040	Valeo Financial Advisors Carmel, Indiana	$309K	+$285K	2	0.07%	New
1041	AC Abbrea Capital Greenbrae, California	$305K	+$286K	1	0.11%	New
1042	HRT Financial New York	$305K	+$269K	1	0.38%	New
1043	WAM Weatherly Asset Management Del Mar, California	$305K	+$56.7K	1	0.08%	Increased
1044	FBT First Bank & Trust Brookings, South Dakota	$303K	+$284K	1	0.25%	New
1045	Savant Capital Rockford, Illinois	$302K	$0	1	0.07%	Maintained
1046	PBT Pictet Bank & Trust Nassau, Bahamas	$298K	-$26.9K	1	0.09%	Reduced
1047	FSA Financial Sense Advisors San Diego, California	$294K	+$259K	1	0.15%	New
1048	EA Edge Advisors Atlanta, Georgia	$292K	$0	1	0.03%	Maintained
1049	PP Patten & Patten Chattanooga, Tennessee	$288K	$0	1	0.03%	Maintained
1050	Beck Mack & Oliver New York	$287K	-$390K	1	0.01%	Reduced