← 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
AAM
American Asset Management
Florida
$220K -$36.7K 1 0.13% Reduced
1177
Park National Corp
Park National Corp
Ohio
$220K +$14.7K 1 0.01% Increased
1178
Chevy Chase Trust
Chevy Chase Trust
Maryland
$218K -$69K 1 0% Reduced
1179
TFS
TrustCore Financial Services
Tennessee
$216K +$225K 2 0.08% New
1180
WP
WMS Partners
Maryland
$215K +$223K 1 0.02% New
1181
Beck Mack & Oliver
Beck Mack & Oliver
New York
$210K -$64.1K 1 0.01% Reduced
1182
SLG
Stanley-Laman Group
Pennsylvania
$210K +$218K 1 0.05% New
1183
HFP
Holistic Financial Partners
Indiana
$209K +$217K 2 0.17% New
1184
WIS
Wright Investors Service
Connecticut
$208K +$216K 1 0.07% New
1185
IFA
Interactive Financial Advisors
Illinois
$207K +$216K 1 0.09% New
1186
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$207K +$215K 1 0.01% New
1187
PGA
Portland Global Advisors
Maine
$207K $0 1 0.08% Maintained
1188
BSG
Black Swift Group
Colorado
$206K -$323K 1 0.19% Reduced
1189
WA
WealthTrust-Arizona
Arizona
$206K +$44.8K 2 0.1% Increased
1190
SMC
Smith, Moore & Co
Missouri
$204K -$5.38K 1 0.06% Reduced
1191
CA
Continuum Advisory
Idaho
$203K -$1.79K 1 0.16% Reduced
1192
HI
Hudock Inc
Pennsylvania
$202K $0 1 0.09% Maintained
1193
TPW
Tiller Private Wealth
Pennsylvania
$202K +$210K 1 0.15% New
1194
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$201K -$24.2K 1 0.01% Reduced
1195
WAP
Wealthcare Advisory Partners
Pennsylvania
$201K +$177K 2 0.05% Increased
1196
Conning Inc
Conning Inc
Connecticut
$200K -$61.1K 1 0.01% Reduced
1197
ATFA
All Terrain Financial Advisors
Minnesota
$199K +$208K 2 0.09% New
1198
BWM
Baystate Wealth Management
Massachusetts
$199K +$185K 1 0.03% Increased
1199
CFIC
City Financial Investment Company
United Kingdom
$199K +$208K 1 0.02% New
1200
CC
Claybrook Capital
Massachusetts
$193K +$201K 1 0.14% New