← 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
1276	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$64K	+$66.6K	2	0.06%	New
1277	VCM Versant Capital Management Phoenix, Arizona	$63K	+$66K	1	0.03%	New
1278	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$62K	+$58.6K	1	0.06%	New
1279	WAM Watermark Asset Management San Ramon, California	$62K	$0	2	0.03%	Maintained
1280	CHP Cable Hill Partners Portland, Oregon	$60K	-$4.84K	2	0.03%	Reduced
1281	GWS Glassman Wealth Services Vienna, Virginia	$59K	+$16K	2	0.04%	Increased
1282	MSA Marino Stram & Associates Braintree, Massachusetts	$58K	+$59.9K	2	0.05%	New
1283	FFC First Financial Corp Terre Haute, Indiana	$57K	+$22.4K	1	0.04%	Increased
1284	CS Credential Securities Vancouver,	$55.5K	-$13.1K	1	0.01%	Reduced
1285	FA Fortis Advisors Wayne, Pennsylvania	$55K	+$29.4K	1	0.03%	Increased
1286	CHC City Holding Co Charleston, West Virginia	$54K	$0	2	0.02%	Maintained
1287	FGC Financial Gravity Companies Lakeway, Texas	$54K	+$48K	2	0.06%	New
1288	ACM Armbruster Capital Management Pittsford, New York	$53K	+$19.7K	2	0.02%	Increased
1289	AIM Arcadia Investment Management Kalamazoo, Michigan	$52K	$0	2	0.01%	Maintained
1290	FFG Ford Financial Group Fresno, California	$52K	+$50.5K	2	0.04%	New
1291	SIS Sound Income Strategies Ft Lauderdale, Florida	$52K	+$52.1K	1	0.03%	New
1292	TI Turner Investments Berwyn, Pennsylvania	$52K	-$487K	1	4.06%	Reduced
1293	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$51.7K	+$53.8K	1	0.04%	New
1294	OC Oakworth Capital Birmingham, Alabama	$51K	$0	1	0.01%	Maintained
1295	SAM Solaris Asset Management New York	$49K	-$71.4K	1	0.03%	Reduced
1296	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$48.3K	+$30.5K	1	0.03%	Increased
1297	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$46.6K	-$43.5K	1	0.04%	Reduced
1298	IF Ironwood Financial Tucson, Arizona	$45K	+$16.8K	1	0.03%	Increased
1299	CBT Central Bank & Trust Lexington, Kentucky	$43K	$0	1	0.01%	Maintained
1300	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$43K	+$8.31K	1	0.01%	Increased