← 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
1051	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$72K	+$12.2K	2	0.05%	Increased
1052	MassMutual Private Wealth & Trust Windsor, Connecticut	$70.5K	$0	1	0.01%	Maintained
1053	CWM Cedar Wealth Management Walnut Creek, California	$70K	$0	1	0.05%	Maintained
1054	DIA Davidson Investment Advisors Great Falls, Montana	$70K	+$61.7K	1	0.01%	New
1055	NIC Northwest Investment Counselors Lake Oswego, Oregon	$70K	+$61.7K	1	0.03%	New
1056	PO Private Ocean San Rafael, California	$70K	+$61.7K	1	0.05%	New
1057	Balentine LLC Atlanta, Georgia	$69K	+$8.89K	1	0.01%	Increased
1058	WTB Washington Trust Bank Spokane, Washington	$69K	-$60.1K	1	0.01%	Reduced
1059	QAM QCI Asset Management Pittsford, New York	$68K	+$24.7K	2	0.01%	Increased
1060	TCI Wealth Advisors Tucson, Arizona	$67K	+$5.06K	2	0.03%	Increased
1061	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$66K	+$23K	1	0%	Increased
1062	VIA Vantage Investment Advisors State College, Pennsylvania	$64K	+$56.4K	1	0.02%	New
1063	ANBT American National Bank & Trust Wichita Falls, Texas	$59K	-$10.5K	2	0.02%	Reduced
1064	CFN Cordasco Financial Network Naples, Florida	$58K	+$3.7K	2	0.07%	Increased
1065	CT Clearstead Trust Portland, Maine	$56K	$0	1	0.04%	Maintained
1066	NSB Norway Savings Bank Portland, Maine	$55K	$0	1	0.05%	Maintained
1067	Pathstone Family Office Englewood, New Jersey	$54K	+$54.4K	1	0.02%	New
1068	CHP Cable Hill Partners Portland, Oregon	$53K	+$15.7K	2	0.03%	Increased
1069	AIM Anchor Investment Management Columbia, South Carolina	$52.1K	+$4.32K	1	0.02%	Increased
1070	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$50K	$0	1	0.06%	Maintained
1071	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$50K	+$14.3K	2	0.02%	Increased
1072	WAM Watermark Asset Management San Ramon, California	$50K	$0	2	0.02%	Maintained
1073	TCM Tradewinds Capital Management Bellingham, Washington	$47K	-$4.42K	1	0.02%	Reduced
1074	CS Credential Securities Vancouver,	$45.7K	+$40.1K	1	0.01%	New
1075	MUS Mitsubishi UFJ Securities Tokyo, Japan	$45K	$0	1	0.24%	Maintained