← 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	Valeo Financial Advisors Carmel, Indiana	$391K	+$91.1K	2	0.06%	Increased
1052	Carrhae Capital London, United Kingdom	$391K	-$24.5M	1	0.11%	Reduced
1053	NOCM Night Owl Capital Management Greenwich, Connecticut	$384K	-$4.2M	1	0.18%	Reduced
1054	CFA Capstone Financial Advisors Downers Grove, Illinois	$382K	+$397K	1	0.14%	New
1055	Meridian Wealth Management Lexington, Kentucky	$382K	+$104K	1	0.24%	Increased
1056	VC Vicus Capital State College, Pennsylvania	$380K	+$56.1K	1	0.07%	Increased
1057	Huntington National Bank Columbus, Ohio	$378K	+$9.66K	2	0.01%	Increased
1058	NFG NewFocus Financial Group Vancouver, Washington	$378K	+$393K	1	0.23%	New
1059	Homrich & Berg Atlanta, Georgia	$377K	+$19K	1	0.03%	Increased
1060	HWA HCR Wealth Advisors Los Angeles, California	$370K	+$1.29M	1	0.13%	Increased
1061	DC DeDora Capital Napa, California	$368K	+$383K	1	0.3%	New
1062	Ruane, Cunniff & Goldfarb New York	$368K	-$75.2M	1	0%	Reduced
1063	Savant Capital Rockford, Illinois	$368K	+$69.2K	1	0.08%	Increased
1064	CF Centaurus Financial Anaheim, California	$365K	+$380K	1	0.09%	New
1065	Quadrant Capital Group Cincinnati, Ohio	$364K	-$734	2	0.15%	Reduced
1066	TDC Thompson Davis & Co Richmond, Virginia	$364K	+$45.2K	1	0.86%	Increased
1067	Gofen & Glossberg Chicago, Illinois	$360K	+$35.8K	1	0.01%	Increased
1068	CA Cambridge Advisors Omaha, Nebraska	$359K	$0	1	0.13%	Maintained
1069	DI DUMAC Inc Durham, North Carolina	$354K	$0	1	0.34%	Maintained
1070	OneDigital Investment Advisors Overland Park, Kansas	$352K	+$13.8K	2	0.04%	Increased
1071	PAM Paradigm Asset Management New York	$351K	$0	1	0.1%	Maintained
1072	HW Hedeker Wealth Lincolnshire, Illinois	$351K	$0	1	0.27%	Maintained
1073	Krilogy Financial St. Louis, Missouri	$350K	+$71.8K	2	0.08%	Increased
1074	Belpointe Asset Management Reno, Nevada	$349K	-$6.27K	1	0.08%	Reduced
1075	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$349K	-$53.8K	1	0.09%	Reduced