← 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	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$193K	-$42.8K	1	0.11%	Reduced
1202	TFA Toth Financial Advisory Leesburg, Virginia	$191K	+$198K	1	0.05%	New
1203	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$186K	+$178K	2	0.14%	New
1204	AIM Anchor Investment Management Columbia, South Carolina	$178K	+$98K	1	0.05%	Increased
1205	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$177K	+$146K	2	0.46%	Increased
1206	AssetMark Inc Concord, California	$173K	+$10.9K	2	0%	Increased
1207	SNT Security National Trust Wheeling, West Virginia	$172K	$0	1	0.06%	Maintained
1208	Foresters Investment Management New York	$168K	-$91.4K	1	0%	Reduced
1209	PCM Prelude Capital Management New York	$168K	+$175K	1	0.01%	New
1210	CAC Certified Advisory Corp Altamonte Springs, Florida	$162K	+$169K	2	0.12%	New
1211	VCM Virtue Capital Management Brentwood, Tennessee	$155K	+$162K	1	0.09%	New
1212	WOC West Oak Capital Westlake Village, California	$153K	-$4.48K	2	0.09%	Reduced
1213	CA Crewe Advisors Salt Lake City, Utah	$150K	+$156K	1	0.15%	New
1214	HCM Highlander Capital Management Short Hills, New Jersey	$149K	$0	1	0.11%	Maintained
1215	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$147K	+$152K	1	0.14%	New
1216	WCM Whitener Capital Management Rocky Mount, North Carolina	$146K	+$153K	2	0.13%	New
1217	FCA Florence Capital Advisors New York	$144K	+$35.8K	2	0.14%	Increased
1218	JCM Jacobi Capital Management Pittston, Pennsylvania	$144K	-$80K	2	0.05%	Reduced
1219	LF Lee Financial Dallas, Texas	$138K	$0	1	0.04%	Maintained
1220	VNA Valley National Advisers Bethlehem, Pennsylvania	$137K	$0	2	0.05%	Maintained
1221	HCA Heck Capital Advisors Rhinelander, Wisconsin	$136K	+$142K	1	0.07%	New
1222	TA Townsend & Associates Westminster, Colorado	$133K	+$139K	1	0.11%	New
1223	VEA Virtus ETF Advisers New York	$132K	+$137K	1	0.17%	New
1224	Bartlett & Co Cincinnati, Ohio	$130K	+$93.7K	2	0.01%	Increased
1225	Citizens Financial Group Providence, Rhode Island	$126K	-$21.4K	2	0.01%	Reduced