← 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	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$35K	+$7.62K	1	0.01%	Increased
1202	TCM TD Capital Management Memphis, Tennessee	$35K	+$32.4K	1	0.01%	New
1203	GEA Glen Eagle Advisors Kingston, New Jersey	$34.2K	-$7.29K	2	0.03%	Reduced
1204	Perigon Wealth Management San Francisco, California	$33K	+$30.6K	1	0.01%	New
1205	LJHT Laurie J. Hall Trustee	$32.2K	$0	2	0.02%	Maintained
1206	BCM Blume Capital Management Berkeley, California	$30K	$0	1	0.02%	Maintained
1207	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$30K	+$28K	2	0.01%	Increased
1208	IF Ironwood Financial Tucson, Arizona	$29K	+$27.1K	1	0.02%	New
1209	FA Fortis Advisors Wayne, Pennsylvania	$27K	$0	1	0.02%	Maintained
1210	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$27K	$0	1	0.02%	Maintained
1211	PK Pflug Koory Omaha, Nebraska	$27K	+$9.24K	2	0.02%	Increased
1212	BWA BDO Wealth Advisors Jacksonville, Florida	$26K	+$24.3K	1	0.01%	New
1213	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$25K	+$23.7K	1	0.02%	New
1214	MCA Mercer Capital Advisers Little Silver, New Jersey	$25K	$0	1	0.02%	Maintained
1215	FMP Financial Management Professionals Austin, Texas	$23K	$0	1	0.01%	Maintained
1216	FCMT Founders Capital Management (Texas) Houston, Texas	$22K	-$81.1K	2	0.02%	Reduced
1217	Simon Quick Advisors Morristown, New Jersey	$21K	$0	1	0.01%	Maintained
1218	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$19K	+$17.8K	1	0.01%	New
1219	WA Winfield Associates Cleveland, Ohio	$18K	+$4.54K	1	0.01%	Increased
1220	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	-$5K	1	0.01%	Reduced
1221	CFA Camarda Financial Advisors Fleming Island, Florida	$17K	+$16.2K	1	0.02%	New
1222	OFW Omnia Family Wealth Aventura, Florida	$17K	$0	1	0.01%	Maintained
1223	PCTC Perkins Coie Trust Company Seattle, Washington	$17K	$0	1	0.01%	Maintained
1224	TIM Tortoise Investment Management White Plains, New York	$17K	$0	1	0.01%	Maintained
1225	PHK Point72 Hong Kong Hong Kong	$16K	-$22M	1	0.01%	Reduced