← 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
1101	SIG Stanford Investment Group Mountain View, California	$0	-$41K	0	–	Closed
1102	SH Svenska Handelsbanken Stockholm, Sweden	$0	-$526K	0	–	Closed
1103	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$1.06M	0	–	Closed
1104	TH Timber Hill Greenwich, Connecticut	$0	-$2.01M	0	–	Closed
1105	Tokio Marine Asset Management Tokyo, Japan	$0	-$228K	0	–	Closed
1106	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$1K	0	–	Closed
1107	Two Sigma Investments New York	$0	-$2.38M	0	–	Closed
1108	TSS Two Sigma Securities New York	$0	-$531K	0	–	Closed
1109	TCM Tybourne Capital Management Hong Kong	$0	-$199M	0	–	Closed
1110	Viking Global Investors Stamford, Connecticut	$0	-$85.5M	0	–	Closed
1111	Voloridge Investment Management Jupiter, Florida	$0	-$70.9M	0	–	Closed
1112	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	$0	1	0%	Maintained
1113	Xponance Philadelphia, Pennsylvania	$0	-$82K	0	–	Closed
1114	YCMGA York Capital Management Global Advisors New York	$0	-$3.38M	0	–	Closed