← 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
1176	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$19.2K	$0	1	0.01%	Maintained
1177	PFO Pioneer Family Office North Miami Beach, Florida	$19.2K	$0	1	0.01%	Maintained
1178	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$19.2K	$0	1	0.02%	Maintained
1179	WA Walsh & Associates Sarasota, Florida	$19.2K	+$25.1K	1	0.02%	New
1180	Central Trust Company Jefferson City, Missouri	$19K	-$626	1	0%	Reduced
1181	1M 1248 Management Kansas City, Missouri	$18.7K	$0	1	0.01%	Maintained
1182	AIC Archer Investment Corporation Carmel, Indiana	$18.6K	$0	2	0%	Maintained
1183	ADL Asset Dedication LLC San Francisco, California	$18.5K	$0	1	0%	Maintained
1184	CFFP Center for Financial Planning Southfied, Michigan	$18.4K	$0	1	0%	Maintained
1185	LF LifeSteps Financial Claremont, California	$17.8K	+$23.2K	1	0.01%	New
1186	PP Paladin Partners Hartland, Wisconsin	$17.6K	$0	1	0.01%	Maintained
1187	MAS MPWM Advisory Solutions Alpharetta, Georgia	$17.4K	$0	1	0.01%	Maintained
1188	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$17.3K	-$49	3	0%	Reduced
1189	TCOT Trust Company of Toledo Holland, Ohio	$17.1K	$0	2	0%	Maintained
1190	Capital Analysts LLC Fort Washington, Pennsylvania	$17K	+$376	2	0%	Increased
1191	PWMG Prestige Wealth Management Group Flemington, New Jersey	$16.9K	$0	1	0%	Maintained
1192	AWM Abound Wealth Management Franklin, Tennessee	$16.2K	-$12.2K	3	0%	Reduced
1193	TSS Two Sigma Securities New York	$16K	-$254K	1	0%	Reduced
1194	Eastern Bank Boston, Massachusetts	$15.9K	+$16.6K	2	0%	Increased
1195	WAS Winch Advisory Services Appleton, Wisconsin	$15.7K	$0	2	0%	Maintained
1196	CWM Copia Wealth Management Bend, Oregon	$15.6K	$0	1	0.01%	Maintained
1197	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$15.5K	$0	1	0%	Maintained
1198	BCM Boreal Capital Management Miami, Florida	$15.5K	+$12.5K	1	0.01%	Increased
1199	UCB United Community Bank Greenville, South Carolina	$15.4K	$0	1	0%	Maintained
1200	AA Addison Advisors Middlebury, Vermont	$14.4K	-$3.38K	1	0.01%	Reduced