← 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
Central Trust Company
Central Trust Company
Missouri
$315K +$4.89K 2 0.02% Increased
1102
DI
Diligent Investors
California
$314K +$1.79K 1 0.2% Increased
1103
Close Asset Management
Close Asset Management
United Kingdom
$313K +$91.8K 2 0.03% Increased
1104
DWM
Doyle Wealth Management
Florida
$313K +$326K 1 0.05% New
1105
FM
Family Management
New York
$313K +$89.9K 1 0.22% Increased
1106
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$312K -$875K 1 0.01% Reduced
1107
Valmark Advisers
Valmark Advisers
Ohio
$312K +$324K 1 0.01% New
1108
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310K +$45.9K 1 0.08% Increased
1109
NB
Nicolet Bankshares
Wisconsin
$310K $0 1 0.13% Maintained
1110
GHCM
Glen Harbor Capital Management
California
$309K -$68.8K 1 0.01% Reduced
1111
AAM
Azzad Asset Management
Virginia
$309K -$896 1 0.1% Reduced
1112
Clearstead Advisors
Clearstead Advisors
Ohio
$307K -$16.5K 1 0.04% Reduced
1113
WA1
Wimmer Associates 1
California
$304K +$65.4K 1 0.27% Increased
1114
IR
Invictus RG
Bermuda
$303K -$282K 1 0.32% Reduced
1115
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$302K +$79.7K 1 0.01% Increased
1116
KJWM
Kiley Juergens Wealth Management
Washington
$302K +$315K 2 0.27% New
1117
AC
Avestar Capital
New York
$300K +$328K 2 0.22% New
1118
TCM
Traynor Capital Management
Pennsylvania
$298K +$310K 1 0.13% New
1119
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$297K +$309K 1 0.02% New
1120
AMCA
Arthur M. Cohen & Associates
Illinois
$291K +$381K 1 0.08% New
1121
GIA
GHP Investment Advisors
Colorado
$289K -$112K 1 0.04% Reduced
1122
SWA
SFMG Wealth Advisors
Texas
$288K +$41.6K 1 0.05% Increased
1123
DA
Doliver Advisors
Texas
$281K -$22K 1 0.11% Reduced
1124
Meitav Investment House
Meitav Investment House
Israel
$279K +$291K 1 0.02% New
1125
SS
Sunbelt Securities
Texas
$279K +$61.8K 1 0.27% Increased