← 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	Chevy Chase Trust Bethesda, Maryland	$285K	+$267K	1	0%	New
1052	GW & Wade Wellesley, Massachusetts	$285K	+$32.4K	1	0.03%	Increased
1053	Krilogy Financial St. Louis, Missouri	$284K	+$66.9K	2	0.07%	Increased
1054	Brighton Jones LLC Seattle, Washington	$283K	+$266K	1	0.04%	New
1055	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$282K	-$73K	1	0.07%	Reduced
1056	FWM Frontier Wealth Management Kansas City, Missouri	$282K	+$265K	1	0.04%	New
1057	Merriman Wealth Management Seattle, Washington	$282K	+$264K	1	0.07%	New
1058	Whittier Trust South Pasadena, California	$281K	+$162K	2	0.01%	Increased
1059	MSAM Moloney Securities Asset Management Manchester, Missouri	$278K	+$261K	1	0.12%	New
1060	HP Hikari Power Tokyo, Japan	$277K	$0	1	0.04%	Maintained
1061	Boston Financial Management Boston, Massachusetts	$272K	+$240K	1	0.02%	New
1062	Buckingham Strategic Wealth Clayton, Missouri	$272K	+$256K	1	0.06%	New
1063	Riverbridge Partners Minneapolis, Minnesota	$272K	+$240K	1	0.01%	New
1064	AFG Albion Financial Group Salt Lake City, Utah	$271K	$0	1	0.04%	Maintained
1065	AAM American Asset Management Boca Raton, Florida	$269K	+$237K	1	0.17%	New
1066	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$269K	-$1.11M	1	0.22%	Reduced
1067	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$267K	-$11.8K	2	0.14%	Reduced
1068	Koshinski Asset Management Decatur, Illinois	$266K	+$249K	1	0.09%	New
1069	Meridian Wealth Management Lexington, Kentucky	$266K	+$811	1	0.17%	Increased
1070	PCA Private Capital Advisors Darien, Connecticut	$262K	+$246K	1	0.09%	New
1071	ACM Ashford Capital Management Wilmington, Delaware	$259K	$0	1	0.04%	Maintained
1072	Conning Inc Hartford, Connecticut	$259K	-$142K	1	0.01%	Reduced
1073	NB NBT Bank Norwich, New York	$259K	+$243K	1	0.04%	New
1074	Horizon Kinetics New York	$257K	$0	1	0.01%	Maintained
1075	WEC Winslow Evans & Crocker Boston, Massachusetts	$256K	-$335K	2	0.08%	Reduced