← 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
1251	JFA JNBA Financial Advisors Bloomington, Minnesota	$96K	-$538	1	0.02%	Reduced
1252	Bogart Wealth LLC Mclean, Virginia	$95K	+$8.24K	2	0.06%	Increased
1253	IDBONY Israel Discount Bank of New York New York	$94K	-$12.2K	1	0.07%	Reduced
1254	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$93K	+$91.1K	2	0.07%	New
1255	CWM Cedar Wealth Management Walnut Creek, California	$87K	+$1.22K	2	0.05%	Increased
1256	MCM Mainstay Capital Management Grand Blanc, Michigan	$87K	+$90.1K	1	0.07%	New
1257	GTAM Global Trust Asset Management West Palm Beach, Florida	$86K	+$89.6K	1	0.06%	New
1258	HFM Hartford Financial Management Hartford, Connecticut	$86K	+$89.6K	1	0.04%	New
1259	TCI Wealth Advisors Tucson, Arizona	$84K	$0	2	0.04%	Maintained
1260	CT CPF Texas Plano, Texas	$83K	+$86.8K	1	0.04%	New
1261	WTB Washington Trust Bank Spokane, Washington	$82K	-$89.6K	2	0.01%	Reduced
1262	Capital Analysts LLC Fort Washington, Pennsylvania	$81K	-$108K	2	0.01%	Reduced
1263	CIM Contravisory Investment Management Norwell, Massachusetts	$81K	+$22.9K	1	0.03%	Increased
1264	RFM Royal Fund Management Lady Lake, Florida	$81K	+$19.7K	1	0.03%	Increased
1265	GBT Grove Bank & Trust Miami, Florida	$80K	-$52.3K	1	0.03%	Reduced
1266	RWA Ropes Wealth Advisors Boston, Massachusetts	$80K	+$83.9K	1	0.02%	New
1267	MRCM M&R Capital Management Summit, New Jersey	$79K	-$1.79K	1	0.02%	Reduced
1268	NSB Norway Savings Bank Portland, Maine	$77K	$0	2	0.07%	Maintained
1269	ANBT American National Bank & Trust Wichita Falls, Texas	$75K	$0	2	0.02%	Maintained
1270	CFN Cordasco Financial Network Naples, Florida	$75K	$0	2	0.08%	Maintained
1271	Balentine LLC Atlanta, Georgia	$73K	-$717	1	0.01%	Reduced
1272	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$70K	+$72.7K	1	0.06%	New
1273	CT Clearstead Trust Portland, Maine	$69K	$0	1	0.05%	Maintained
1274	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$69K	+$39.9K	2	0.05%	Increased
1275	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$66K	+$24.5K	2	0.03%	Increased