← 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	APA American Portfolios Advisors Holbrook, New York	$436K	+$453K	2	0.07%	New
1027	BDS Banco de Sabadell Miami, Florida	$435K	+$455K	1	0.06%	New
1028	OWA One Wealth Advisors San Francisco, California	$433K	+$452K	1	0.35%	New
1029	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$433K	+$450K	1	0.37%	New
1030	CSA Cottage Street Advisors Marion, Massachusetts	$431K	-$53.8K	1	0.26%	Reduced
1031	Parnassus Investments San Francisco, California	$431K	$0	1	0%	Maintained
1032	CAN Claraphi Advisory Network Aliso Viejo, United States	$429K	+$445K	1	0.33%	New
1033	AE Wealth Management Topeka, Kansas	$425K	+$53.9K	1	0.04%	Increased
1034	FI FormulaFolio Investments Grand Rapids, Michigan	$425K	+$442K	1	0.03%	New
1035	TAM Tyers Asset Management Austin, Texas	$425K	-$94.6K	1	0.01%	Reduced
1036	MGO One Seven Beachwood, Ohio	$422K	+$439K	2	0.2%	New
1037	EWM Endurance Wealth Management Providence, Rhode Island	$415K	$0	2	0.07%	Maintained
1038	Merriman Wealth Management Seattle, Washington	$415K	+$140K	1	0.1%	Increased
1039	Buckingham Strategic Wealth Clayton, Missouri	$414K	+$148K	1	0.09%	Increased
1040	SFP Shepherd Financial Partners Winchester, Massachusetts	$414K	+$184K	1	0.1%	Increased
1041	KWMG King Wealth Management Group Naples, Florida	$412K	+$428K	1	0.15%	New
1042	MFAM Motley Fool Asset Management Alexandria, Virginia	$410K	$0	1	0.09%	Maintained
1043	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$400K	+$376K	1	0.25%	New
1044	FBT First Bank & Trust Brookings, South Dakota	$397K	+$98.5K	1	0.31%	Increased
1045	I2I Insight 2811 Inc Chicago, Illinois	$397K	-$17.9K	1	0.29%	Reduced
1046	CWA Asset Management Group Naples, Florida	$393K	+$409K	1	0.1%	New
1047	GVT Genesee Valley Trust Pittsford, New York	$393K	-$19.3K	1	0.16%	Reduced
1048	NERM New England Research & Management Chicago, Illinois	$393K	+$408K	1	0.28%	New
1049	Lido Advisors Los Angeles, California	$392K	+$90.5K	1	0.06%	Increased
1050	VHAM Van Hulzen Asset Management El Dorado Hills, California	$392K	-$255K	1	0.12%	Reduced