← 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
1126	AssetMark Inc Concord, California	$167K	+$5.75K	2	0%	Increased
1127	WOC West Oak Capital Westlake Village, California	$158K	-$20.3K	2	0.09%	Reduced
1128	AFNAS American Financial Network Advisory Services Calabasas, California	$158K	+$148K	1	0.07%	New
1129	WAS Winch Advisory Services Appleton, Wisconsin	$157K	+$16.2K	1	0.1%	Increased
1130	Citizens Financial Group Providence, Rhode Island	$150K	+$1.26K	2	0.01%	Increased
1131	HCM Highlander Capital Management Short Hills, New Jersey	$150K	+$116K	1	0.12%	Increased
1132	VNA Valley National Advisers Bethlehem, Pennsylvania	$144K	+$6.49K	2	0.05%	Increased
1133	Avior Wealth Management Omaha, Nebraska	$139K	-$14.3K	1	0.05%	Reduced
1134	LF Lee Financial Dallas, Texas	$138K	$0	1	0.04%	Maintained
1135	GBT Grove Bank & Trust Miami, Florida	$137K	-$8.51K	1	0.07%	Reduced
1136	CPP Crow Point Partners Boston, Massachusetts	$130K	-$205K	1	0.02%	Reduced
1137	GAM Gemmer Asset Management Walnut Creek, California	$130K	+$98.7K	1	0.05%	Increased
1138	HR Howe & Rusling Rochester, New York	$130K	-$10.9K	2	0.02%	Reduced
1139	PMFA Plante Moran Financial Advisors Southfield, Michigan	$129K	-$1.62K	2	0.08%	Reduced
1140	MassMutual Private Wealth & Trust Windsor, Connecticut	$124K	+$33.6K	2	0.01%	Increased
1141	SAM Solaris Asset Management New York	$123K	-$6.54K	2	0.07%	Reduced
1142	MUS Mitsubishi UFJ Securities Tokyo, Japan	$121K	+$52.4K	1	0.58%	Increased
1143	BC Barnett & Company Chattanooga, Tennessee	$118K	-$54.5K	1	0.06%	Reduced
1144	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$117K	+$3.27K	2	0.02%	Increased
1145	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$117K	+$33.4K	1	0%	Increased
1146	ARMC American Research & Management Company Marion, Massachusetts	$116K	$0	2	0.04%	Maintained
1147	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$115K	+$42.6K	2	0.13%	Increased
1148	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$112K	$0	1	0.05%	Maintained
1149	FCA Florence Capital Advisors New York	$111K	$0	2	0.12%	Maintained
1150	IDBONY Israel Discount Bank of New York New York	$111K	$0	1	0.08%	Maintained