← 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	AIM Arcadia Investment Management Kalamazoo, Michigan	$23K	$0	1	0.01%	Maintained
1102	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$22K	$0	1	0.01%	Maintained
1103	DAM Delta Asset Management Memphis, Tennessee	$22K	$0	2	0%	Maintained
1104	FA Fortis Advisors Wayne, Pennsylvania	$22K	$0	1	0.02%	Maintained
1105	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$22K	$0	1	0.02%	Maintained
1106	HCM Highlander Capital Management Short Hills, New Jersey	$21K	$0	1	0.02%	Maintained
1107	GAM Gemmer Asset Management Walnut Creek, California	$20K	+$5.19K	1	0.01%	Increased
1108	AA AlphaMark Advisors Ft. Wright, Kentucky	$19K	$0	2	0.01%	Maintained
1109	FMP Financial Management Professionals Austin, Texas	$19K	$0	1	0.01%	Maintained
1110	MCA Mercer Capital Advisers Little Silver, New Jersey	$18K	$0	1	0.01%	Maintained
1111	HA Harfst & Associates Sheridan, Wyoming	$16K	+$14.2K	1	0.01%	New
1112	Simon Quick Advisors Morristown, New Jersey	$15K	$0	1	0.01%	Maintained
1113	ECM Estabrook Capital Management New York	$14.1K	$0	1	0%	Maintained
1114	FC Ferris Capital Marlborough, Massachusetts	$14K	+$12.3K	1	0.01%	New
1115	OFW Omnia Family Wealth Aventura, Florida	$14K	+$12.3K	1	0.01%	New
1116	PCTC Perkins Coie Trust Company Seattle, Washington	$14K	$0	1	0.01%	Maintained
1117	TIM Tortoise Investment Management White Plains, New York	$14K	$0	1	0%	Maintained
1118	RBC Roble Belko & Company Sewickley, Pennsylvania	$13K	$0	1	0.01%	Maintained
1119	PK Pflug Koory Omaha, Nebraska	$12K	$0	1	0.01%	Maintained
1120	WA Winfield Associates Cleveland, Ohio	$11K	+$9.63K	1	0.01%	New
1121	SJIM St. Johns Investment Management Jacksonville, Florida	$10K	+$9.96K	1	0.01%	New
1122	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$10K	$0	1	0.01%	Maintained
1123	Country Trust Bank Bloomington, Illinois	$9K	+$9.06K	1	0%	New
1124	DRS Deane Retirement Strategies New Orleans, Louisiana	$9K	$0	1	0.01%	Maintained
1125	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$9K	$0	1	0%	Maintained