← 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
1226
VIS
Vega Investment Solutions
France
$10.1K +$1.63K 1 0% Increased
1227
SFG
Strive Financial Group
Indiana
$10.1K -$499 2 0% Reduced
1228
BH
Burk Holdings
Oklahoma
$9.98K +$13K 1 0% New
1229
TWD
True Wealth Design
Ohio
$9.89K -$2.81K 2 0% Reduced
1230
EWP
Elevation Wealth Partners
California
$9.84K +$6.06K 2 0% Increased
1231
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$9.83K -$877 2 0% Reduced
1232
MIM
MTM Investment Management
South Carolina
$9.79K $0 1 0% Maintained
1233
GIA
GHP Investment Advisors
Colorado
$9.69K -$28 1 0% Reduced
1234
AIM
Anchor Investment Management
South Carolina
$9.6K -$55.7K 1 0% Reduced
1235
BC
Barrett & Company
Rhode Island
$9.6K $0 1 0% Maintained
1236
GCM
Gables Capital Management
Florida
$9.6K $0 1 0% Maintained
1237
LB
Legacy Bridge
Iowa
$9.6K -$877 1 0% Reduced
1238
MWA
Miller Wealth Advisors
Colorado
$9.6K $0 1 0% Maintained
1239
MS
Monetary Solutions
Ohio
$9.6K +$12.5K 1 0.01% New
1240
AIA
Aventus Investment Advisors
Florida
$9.5K -$236K 1 0.01% Reduced
1241
GG
Gleason Group
Kentucky
$9.5K +$12.4K 1 0% New
1242
CRI
Commonwealth Retirement Investments
Virginia
$9.02K +$11.8K 1 0% New
1243
ITIM
Indiana Trust & Investment Management
Indiana
$8.93K $0 1 0% Maintained
1244
VNA
Valley National Advisers
Pennsylvania
$8.64K -$8.02K 1 0% Reduced
1245
PS
Planning Strategies
Pennsylvania
$8.64K +$11.3K 1 0.01% New
1246
EWM
Evermay Wealth Management
Virginia
$8.64K $0 1 0% Maintained
1247
BA
Blueline Advisors
New Hampshire
$8.45K +$11K 1 0.01% New
1248
Apollo Management Holdings
Apollo Management Holdings
New York
$8.45K +$11K 1 0% New
1249
OCM
Osbon Capital Management
Massachusetts
$8.45K $0 1 0.01% Maintained
1250
UFPG
United Financial Planning Group
New York
$8.25K +$10.8K 1 0% New