← 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
1076	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$89.1K	+$119K	1	0.01%	New
1077	HM Payson & Co Portland, Maine	$88.8K	-$2.63K	2	0%	Reduced
1078	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$87.5K	-$31.3K	2	0.04%	Reduced
1079	RCSA REYL & Cie S.A. Geneva, Switzerland	$87.4K	+$87.1K	1	0.1%	New
1080	VSQM V-Square Quantitative Management Chicago, Illinois	$86.8K	+$3.88K	1	0.01%	Increased
1081	EP Elkhorn Partners Omaha, Nebraska	$86.4K	+$75.2K	1	0.07%	Increased
1082	CFM Compass Financial Management Tampa, Florida	$85.7K	+$104K	1	0.01%	New
1083	MWA Medallion Wealth Advisors Farmington, Connecticut	$83.3K	-$62.7K	2	0.03%	Reduced
1084	Evelyn Partners London,	$83.2K	+$107K	2	0%	New
1085	SWA SOA Wealth Advisors New York	$83.2K	+$1.82M	1	0.01%	Increased
1086	RPA Redwood Park Advisors Redwood City, California	$82.9K	$0	2	0.05%	Maintained
1087	T Tidemark San Diego, California	$82.4K	$0	1	0.02%	Maintained
1088	AIM Aigen Investment Management New York	$82K	+$109K	1	0.02%	New
1089	APFP Action Point Financial Planning Grand Rapids, Michigan	$81K	+$93.5K	3	0.01%	New
1090	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$80.6K	+$77.5K	3	0.01%	Increased
1091	Tower Research Capital (TRC) New York	$77.6K	-$114K	4	0%	Reduced
1092	SGF S&G Foundation Wilson, Wyoming	$76.8K	$0	1	0%	Maintained
1093	AG AmeriFlex Group Las Vegas, Nevada	$72.6K	$0	2	0.03%	Maintained
1094	BSC Brown Shipley & Co London, United Kingdom	$72.2K	+$28.2K	1	0.04%	Increased
1095	APW Atlantic Private Wealth Chapel Hill, North Carolina	$72K	$0	1	0.04%	Maintained
1096	DIM Delta Investment Management San Francisco, California	$70.2K	$0	1	0.01%	Maintained
1097	Atlantic Union Bankshares Glen Allen, Virginia	$70.1K	-$3.38K	1	0%	Reduced
1098	MWM Mosley Wealth Management Anaheim, California	$66.5K	-$614K	1	0.02%	Reduced
1099	GBT Grove Bank & Trust Miami, Florida	$64.8K	+$4.78K	1	0.01%	Increased
1100	CB Community Bank Dewitt, New York	$64.4K	$0	1	0.01%	Maintained