← 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	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$355K	+$85K	2	0.18%	Increased
1202	GA GFS Advisors Houston, Texas	$353K	+$362K	1	0.07%	New
1203	Meyer Handelman Company Rye Brook, New York	$353K	+$363K	1	0.02%	New
1204	RNC Capital Management Los Angeles, California	$353K	+$52.4K	1	0.02%	Increased
1205	AAM Azzad Asset Management Falls Church, Virginia	$351K	+$16.4K	1	0.1%	Increased
1206	EP Edgestream Partners Princeton, New Jersey	$350K	+$359K	1	0.07%	New
1207	BTNA Bremer Trust National Association St. Cloud, Minnesota	$349K	+$141K	1	0.1%	Increased
1208	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$349K	-$6.22K	1	0.07%	Reduced
1209	Smithfield Trust Pittsburgh, Pennsylvania	$349K	-$3.81K	2	0.04%	Reduced
1210	SAM Silphium Asset Management London, United Kingdom	$348K	$0	1	0.11%	Maintained
1211	Freestone Capital Holdings Seattle, Washington	$345K	+$353K	1	0%	New
1212	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$344K	+$354K	1	0.07%	New
1213	UAS United Asset Strategies Garden City, New York	$343K	+$4.38K	1	0.09%	Increased
1214	WEC Winslow Evans & Crocker Boston, Massachusetts	$342K	-$340K	2	0.11%	Reduced
1215	NB Nicolet Bankshares Green Bay, Wisconsin	$341K	$0	1	0.14%	Maintained
1216	Homrich & Berg Atlanta, Georgia	$339K	-$27.3K	1	0.02%	Reduced
1217	SWA SFMG Wealth Advisors Plano, Texas	$337K	+$9.15K	1	0.05%	Increased
1218	PV Private Vista Chicago, Illinois	$336K	+$11.1K	1	0.08%	Increased
1219	CAM Concorde Asset Management Ann Arbor, Michigan	$333K	+$342K	1	0.38%	New
1220	CFA Carroll Financial Associates Charlotte, North Carolina	$332K	-$2.24K	2	0.04%	Reduced
1221	Choreo LLC Rockford, Illinois	$331K	-$135K	1	0.04%	Reduced
1222	JCM Jag Capital Management St Louis, Missouri	$331K	+$19.8K	1	0.06%	Increased
1223	SMC Smith, Moore & Co Clayton, Missouri	$330K	+$55.5K	1	0.08%	Increased
1224	TDC Thompson Davis & Co Richmond, Virginia	$329K	-$23.8K	1	0.78%	Reduced
1225	DI DUMAC Inc Durham, North Carolina	$322K	$0	1	1.5%	Maintained