← 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	HR Howe & Rusling Rochester, New York	$125K	$0	2	0.02%	Maintained
1227	FCB First Command Bank Fort Worth, Texas	$121K	+$77.4K	2	0.07%	Increased
1228	FCFS First Command Financial Services Fort Worth, Texas	$121K	+$77.4K	2	0.07%	Increased
1229	LJHT Laurie J. Hall Trustee	$120K	+$15.6K	2	0.07%	Increased
1230	QAM QCI Asset Management Pittsford, New York	$119K	+$26.9K	2	0.01%	Increased
1231	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$117K	+$4.48K	1	0.05%	Increased
1232	ARMC American Research & Management Company Marion, Massachusetts	$114K	$0	2	0.04%	Maintained
1233	PMFA Plante Moran Financial Advisors Southfield, Michigan	$112K	-$15.4K	2	0.06%	Reduced
1234	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$111K	$0	2	0.11%	Maintained
1235	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$106K	-$10.9K	1	0%	Reduced
1236	First Eagle Investment Management New York	$105K	$0	2	0%	Maintained
1237	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$105K	+$17.9K	2	0.07%	Increased
1238	DOA D'Orazio & Associates Falls Church, Virginia	$104K	$0	2	0.04%	Maintained
1239	LWA Lenox Wealth Advisors New York	$104K	+$104K	1	0.03%	Increased
1240	WAS Winch Advisory Services Appleton, Wisconsin	$104K	-$54.8K	1	0.06%	Reduced
1241	DSC Duncker Streett & Co St. Louis, Missouri	$103K	$0	1	0.03%	Maintained
1242	SIM Sonora Investment Management Tucson, Arizona	$103K	+$63K	2	0.02%	Increased
1243	Moneta Group Investment Advisors St Louis, Missouri	$101K	+$105K	1	0.02%	New
1244	MUFG Americas New York	$101K	+$105K	1	0%	New
1245	TCM Tradewinds Capital Management Bellingham, Washington	$100K	+$43.4K	1	0.05%	Increased
1246	GEA Glen Eagle Advisors Kingston, New Jersey	$98.5K	+$67.3K	2	0.09%	Increased
1247	VIA Vantage Investment Advisors State College, Pennsylvania	$98K	+$38K	1	0.02%	Increased
1248	ME McIlrath & Eck Arlington, Washington	$97K	+$101K	2	0.06%	New
1249	PCP Proficio Capital Partners Newton, Massachusetts	$97K	-$3.94K	2	0.03%	Reduced
1250	DCM Delpha Capital Management New York	$96K	+$99.6K	1	0.1%	New