← 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	WA1 Wimmer Associates 1 Pasadena, California	$322K	-$5.15K	1	0.29%	Reduced
1227	FPFS First Personal Financial Services Charlotte, North Carolina	$320K	-$14.2M	2	0.11%	Reduced
1228	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$316K	+$3.43K	1	0.31%	Increased
1229	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$316K	$0	1	0.14%	Maintained
1230	WDL Well Done LLC Holland, Michigan	$316K	-$15.6K	1	0.09%	Reduced
1231	WP WMS Partners Towson, Maryland	$316K	$0	1	0.04%	Maintained
1232	Horizon Kinetics New York	$314K	+$2.1K	1	0.01%	Increased
1233	PP Patten & Patten Chattanooga, Tennessee	$311K	+$61.8K	1	0.03%	Increased
1234	WA WBH Advisory Baltimore, Maryland	$311K	+$55.3K	1	0.08%	Increased
1235	Personal Capital Advisors Redwood City, California	$308K	+$29.7K	1	0%	Increased
1236	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$307K	$0	1	0.17%	Maintained
1237	DI Diligent Investors Redlands, California	$306K	$0	1	0.19%	Maintained
1238	Mission Wealth Management Santa Barbara, California	$304K	+$312K	1	0.04%	New
1239	TFS TrustCore Financial Services Brentwood, Tennessee	$299K	+$63.3K	2	0.11%	Increased
1240	PP PagnatoKarp Partners Reston, Virginia	$298K	+$95.3K	1	0.09%	Increased
1241	SXL Summit X LLC Chesterfield, Missouri	$298K	+$305K	1	0.17%	New
1242	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$293K	$0	1	0.18%	Maintained
1243	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$290K	-$38.3K	1	0.12%	Reduced
1244	WVP Worth Venture Partners Fort Lee, New Jersey	$290K	-$419K	1	0.24%	Reduced
1245	Anchor Capital Advisors Boston, Massachusetts	$289K	+$297K	1	0.01%	New
1246	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$287K	$0	1	0.06%	Maintained
1247	FM Family Management New York	$287K	-$30.5K	1	0.18%	Reduced
1248	PCG Private Capital Group West Hartford, Connecticut	$282K	-$47.5K	2	0.06%	Reduced
1249	ACM Ashford Capital Management Wilmington, Delaware	$278K	$0	1	0.04%	Maintained
1250	F Filament Seattle, Washington	$278K	+$286K	1	0.1%	New