← 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	UAS United Asset Strategies Garden City, New York	$349K	+$363K	1	0.09%	New
1077	Calamos Wealth Management Naperville, Illinois	$345K	+$35.8K	1	0.04%	Increased
1078	EA Edge Advisors Atlanta, Georgia	$345K	+$56K	2	0.03%	Increased
1079	EGA E&G Advisors Houston, Texas	$345K	+$125K	1	0.15%	Increased
1080	FBFS First Business Financial Services Madison, Wisconsin	$345K	$0	1	0.06%	Maintained
1081	BIG Bellwether Investment Group Chattanooga, Tennessee	$344K	+$358K	1	1.38%	New
1082	CBT Capital Bank & Trust Irvine, California	$343K	+$27.2K	1	0%	Increased
1083	SWP Strategic Wealth Partners Independence, Ohio	$342K	+$348K	1	0.19%	New
1084	Smithfield Trust Pittsburgh, Pennsylvania	$341K	-$49.8K	2	0.04%	Reduced
1085	AC Abbrea Capital Greenbrae, California	$336K	+$33.1K	1	0.11%	Increased
1086	UIA UBP Investment Advisors Geneva, Switzerland	$332K	+$345K	1	0.39%	New
1087	First Horizon Advisors Memphis, Tennessee	$331K	+$1.94K	2	0.03%	Increased
1088	GAMCO Investors Greenwich, Connecticut	$329K	+$344K	1	0%	New
1089	MUFG Securities EMEA London, United Kingdom	$328K	+$341K	1	0.01%	New
1090	PCG Private Capital Group West Hartford, Connecticut	$326K	+$68.4K	2	0.08%	New
1091	WAM Weatherly Asset Management Del Mar, California	$326K	+$22.4K	1	0.08%	Increased
1092	KIA KCM Investment Advisors Greenbrae, California	$325K	+$97.5K	1	0.02%	Increased
1093	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$321K	$0	1	0.12%	Maintained
1094	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$321K	$0	1	0.17%	Maintained
1095	MSAM Moloney Securities Asset Management Manchester, Missouri	$320K	+$44.4K	1	0.13%	Increased
1096	GW & Wade Wellesley, Massachusetts	$319K	+$35.8K	1	0.04%	Increased
1097	Wilmington Savings Fund Society Wilmington, Delaware	$318K	$0	1	0.02%	Maintained
1098	FWM Frontier Wealth Management Kansas City, Missouri	$317K	+$37.1K	1	0.05%	Increased
1099	ANB Amarillo National Bank Amarillo, Texas	$316K	$0	1	0.1%	Maintained
1100	Brighton Jones LLC Seattle, Washington	$315K	+$33.7K	1	0.04%	Increased