← 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
1201	BWM Bernard Wealth Management Royal Oak, Michigan	$14.4K	$0	1	0.01%	Maintained
1202	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$14.4K	$0	1	0%	Maintained
1203	MFC Mechanics Financial Corp Mansfield, Ohio	$14.4K	+$626	2	0.01%	Increased
1204	QWM Quaker Wealth Management Moorestown, New Jersey	$13.3K	+$12.9K	2	0%	Increased
1205	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$13.2K	$0	1	0.01%	Maintained
1206	SIS Strategic Investment Solutions Orland Park, Illinois	$13.2K	$0	2	0%	Maintained
1207	ABC Anchor Bay Capital Carlsbad, California	$13.2K	+$12.5K	1	0.01%	New
1208	IAS IMA Advisory Services Denver, Colorado	$12.7K	+$5.74K	1	0%	Increased
1209	JWM JPL Wealth Management Highlands Ranch, Colorado	$12.6K	+$6.73K	2	0%	Increased
1210	VL Vima LLC Troy, Michigan	$12.6K	+$13.6K	1	0.01%	New
1211	BIA Bell Investment Advisors Oakland, California	$12.5K	-$6.98K	4	0%	Reduced
1212	NECFA New England Capital Financial Advisors Meriden, Connecticut	$12.5K	$0	1	0%	Maintained
1213	HIC Hamrick Investment Counsel Seattle, Washington	$12.3K	$0	1	0.01%	Maintained
1214	SWM SHP Wealth Management Plymouth, Massachusetts	$12K	+$5.25K	2	0%	Increased
1215	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$12K	$0	1	0%	Maintained
1216	FGA Fortis Group Advisors Westwood, New Jersey	$11.7K	-$2.53M	2	0%	Reduced
1217	BLC Brown, Lisle/Cummings Providence, Rhode Island	$11.6K	-$2.1K	2	0%	Reduced
1218	MI Markowski Investments Tampa, Florida	$11.4K	+$12.4K	1	0%	New
1219	HNW High Note Wealth Deephaven, Minnesota	$11.2K	-$5.39K	2	0%	Reduced
1220	PF PlanVest Financial Gaithersburg, Maryland	$10.9K	$0	2	0.01%	Maintained
1221	SWP Strategic Wealth Partners Independence, Ohio	$10.8K	$0	1	0%	Maintained
1222	Sterling Capital Management Charlotte, North Carolina	$10.7K	-$62.6K	1	0%	Reduced
1223	VWA VSM Wealth Advisory Hunt Valley, Maryland	$10.6K	$0	1	0%	Maintained
1224	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$10.2K	+$1.75K	1	0%	Increased
1225	TCM TD Capital Management Memphis, Tennessee	$10.1K	$0	1	0%	Maintained