← 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	WAM Watermark Asset Management San Ramon, California	$62K	$0	2	0.03%	Maintained
1177	CHP Cable Hill Partners Portland, Oregon	$61K	-$4.38K	2	0.03%	Reduced
1178	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$61K	-$1.78K	2	0.02%	Reduced
1179	CIM Contravisory Investment Management Norwell, Massachusetts	$59K	+$55.6K	1	0.02%	New
1180	TCM Tradewinds Capital Management Bellingham, Washington	$58K	$0	1	0.03%	Maintained
1181	CHC City Holding Co Charleston, West Virginia	$57K	+$9.56K	2	0.02%	Increased
1182	AIM Arcadia Investment Management Kalamazoo, Michigan	$54K	+$20.3K	2	0.02%	Increased
1183	RCM Riverhead Capital Management Wilmington, Delaware	$52K	+$48.6K	1	0%	New
1184	SJIM St. Johns Investment Management Jacksonville, Florida	$51K	+$32.7K	1	0.04%	Increased
1185	FCB First Command Bank Fort Worth, Texas	$50K	$0	1	0.03%	Maintained
1186	FCFS First Command Financial Services Fort Worth, Texas	$50K	$0	1	0.03%	Maintained
1187	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$50K	+$5.51K	2	0.04%	Increased
1188	OC Oakworth Capital Birmingham, Alabama	$50K	$0	1	0.01%	Maintained
1189	GWS Glassman Wealth Services Vienna, Virginia	$44K	-$246K	1	0.03%	Reduced
1190	CBT Central Bank & Trust Lexington, Kentucky	$43K	$0	1	0.01%	Maintained
1191	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$43K	$0	2	0.02%	Maintained
1192	SIM Sonora Investment Management Tucson, Arizona	$42.5K	-$94.7K	1	0.01%	Reduced
1193	Bartlett & Co Cincinnati, Ohio	$40K	$0	1	0%	Maintained
1194	FPB First PREMIER Bank Sioux Falls, South Dakota	$38K	$0	1	0.03%	Maintained
1195	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$37K	+$32.7K	1	0.01%	New
1196	ACM Armbruster Capital Management Pittsford, New York	$36K	$0	1	0.02%	Maintained
1197	FFC First Financial Corp Terre Haute, Indiana	$36K	+$1.62K	1	0.02%	Increased
1198	TCOV Trust Company of Vermont Brattleboro, Vermont	$36K	-$9.08K	1	0%	Reduced
1199	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$35K	$0	1	0.01%	Maintained
1200	CPA Cowen Prime Advisors New York	$35K	$0	1	0.02%	Maintained