← 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
1151	DAL David A. Lorber	$109K	+$103K	1	1.25%	New
1152	DOA D'Orazio & Associates Falls Church, Virginia	$109K	$0	2	0.04%	Maintained
1153	HCA Horan Capital Advisors Cincinnati, Ohio	$109K	+$98.6K	2	0.07%	New
1154	First Eagle Investment Management New York	$106K	+$97.3K	2	0%	Increased
1155	PCP Proficio Capital Partners Newton, Massachusetts	$106K	-$2.43K	2	0.04%	Reduced
1156	DSC Duncker Streett & Co St. Louis, Missouri	$104K	$0	1	0.03%	Maintained
1157	JFA JNBA Financial Advisors Bloomington, Minnesota	$96K	+$486	1	0.02%	Increased
1158	QAM QCI Asset Management Pittsford, New York	$95K	+$8.11K	2	0.01%	Increased
1159	RPG Risk Paradigm Group Austin, Texas	$94K	+$57.4K	1	0.11%	Increased
1160	Bogart Wealth LLC Mclean, Virginia	$93K	+$82.4K	2	0.07%	New
1161	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$88.6K	+$47.2K	1	0.07%	Increased
1162	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$88K	$0	2	0.06%	Maintained
1163	CWM Cedar Wealth Management Walnut Creek, California	$86K	$0	1	0.05%	Maintained
1164	TCI Wealth Advisors Tucson, Arizona	$86K	+$1.62K	2	0.04%	Increased
1165	AIM Anchor Investment Management Columbia, South Carolina	$83.6K	+$18.5K	1	0.02%	Increased
1166	MRCM M&R Capital Management Summit, New Jersey	$81K	-$67.8K	1	0.02%	Reduced
1167	NSB Norway Savings Bank Portland, Maine	$81K	+$4.05K	2	0.08%	Increased
1168	CFN Cordasco Financial Network Naples, Florida	$79K	$0	2	0.09%	Maintained
1169	ANBT American National Bank & Trust Wichita Falls, Texas	$78K	$0	2	0.02%	Maintained
1170	Balentine LLC Atlanta, Georgia	$73K	-$10.7K	1	0.01%	Reduced
1171	CT Clearstead Trust Portland, Maine	$69K	$0	1	0.05%	Maintained
1172	CS Credential Securities Vancouver,	$68.2K	+$11.3K	1	0.02%	Increased
1173	SMG Spectrum Management Group Indianapolis, Indiana	$64K	+$60.1K	1	0.02%	New
1174	RFM Royal Fund Management Lady Lake, Florida	$63K	+$10.5K	1	0.03%	Increased
1175	VIA Vantage Investment Advisors State College, Pennsylvania	$62K	-$16.2K	1	0.02%	Reduced