← 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	Ledyard National Bank	$278K	$0	1	0.03%	Maintained
1252	StoneX Group New York	$278K	-$3.24K	1	0.24%	Reduced
1253	Hikari Power Tokyo, Japan	$277K	+$4.98K	1	0.03%	Increased
1254	Advisor Partners Walnut Creek, California	$275K	-$33.9K	1	0.05%	Reduced
1255	Boston Financial Management Boston, Massachusetts	$267K	$0	1	0.02%	Maintained
1256	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$267K	$0	1	0.11%	Maintained
1257	Glen Eagle Advisors Kingston, New Jersey	$265K	+$40K	1	0.21%	Increased
1258	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$264K	+$1.24K	1	0.03%	Increased
1259	DA Doliver Advisors Houston, Texas	$263K	-$1.01M	1	0.11%	Reduced
1260	BlueCrest Capital Management St Helier, Jersey	$262K	+$269K	1	0.01%	New
1261	Glassman Wealth Services Vienna, Virginia	$262K	-$19.1K	2	0.13%	Reduced
1262	Regal Investment Advisors Kentwood, Michigan	$262K	-$618K	1	0.08%	Reduced
1263	Winthrop Advisory Group Boston, Massachusetts	$260K	+$267K	1	0.17%	New
1264	Bogart Wealth LLC Mclean, Virginia	$259K	+$113K	2	0.16%	Increased
1265	Destination Wealth Management Walnut Creek, California	$259K	-$105K	2	0.02%	Reduced
1266	Bank of the West Monterey Park, California	$258K	-$7.24K	1	0.03%	Reduced
1267	BCWM Blue Chip Wealth Management Miami Beach, Florida	$258K	+$22.5K	1	0.28%	Increased
1268	Perigon Wealth Management San Francisco, California	$257K	+$256K	1	0.08%	Increased
1269	Rainey & Randall Wealth Advisors Celebration, Florida	$256K	$0	1	0.31%	Maintained
1270	EWG Executive Wealth Group Kirkland, Washington	$250K	$0	1	0.22%	Maintained
1271	FA FCG Advisors Chatham, New Jersey	$250K	-$191K	1	0.09%	Reduced
1272	Lee Financial Dallas, Texas	$250K	-$20.6K	2	0.06%	Reduced
1273	HPCM High Pointe Capital Management Chicago, Illinois	$249K	-$3.81K	1	0.36%	Reduced
1274	Albion Financial Group Salt Lake City, Utah	$247K	$0	1	0.04%	Maintained
1275	FBC Fairfield, Bush & Co Darien, Connecticut	$247K	-$131K	1	0.07%	Reduced