← 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	Azimuth Capital Management Bloomfield Hills, Michigan	$246K	+$253K	1	0.02%	New
1277	Dynamic Advisor Solutions Phoenix, Arizona	$245K	+$34.1K	1	0.06%	Increased
1278	AA Apriem Advisors Irvine, California	$244K	-$177K	2	0.05%	Reduced
1279	DLHL Donald L. Hagan LLC Sarasota, Florida	$243K	$0	1	0.2%	Maintained
1280	DTL Dynamic Technology Lab Singapore	$243K	-$99.6K	1	0.04%	Reduced
1281	HA Harbor Advisors West Palm Beach, Florida	$243K	$0	1	0.08%	Maintained
1282	RG Rikoon Group Santa Fe, New Mexico	$243K	+$13.2K	1	0.09%	Increased
1283	Capital Investment Advisors Atlanta, Georgia	$242K	+$13.3K	1	0.02%	Increased
1284	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$241K	$0	1	0.21%	Maintained
1285	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$241K	-$19.1K	1	0.01%	Reduced
1286	WC Whitney & Co Rochester, New York	$241K	-$10.8K	2	0.06%	Reduced
1287	Belpointe Asset Management Reno, Nevada	$237K	+$244K	1	0.07%	New
1288	LCM Lucas Capital Management Red Bank, New Jersey	$237K	+$243K	1	0.22%	New
1289	MUFG Americas New York	$236K	+$130K	1	0.01%	Increased
1290	MUFG Securities EMEA London, United Kingdom	$236K	-$38.1K	1	0%	Reduced
1291	RCM Riverhead Capital Management Wilmington, Delaware	$233K	+$125K	1	0.01%	Increased
1292	1SB 1ST Source Bank South Bend, Indiana	$232K	+$3.62K	1	0.02%	Increased
1293	MFW Meristem Family Wealth Minnetonka, Minnesota	$232K	+$239K	1	0.08%	New
1294	UC Unio Capital Princeton, New Jersey	$232K	$0	1	0.17%	Maintained
1295	RP Rice Partnership Honolulu, Hawaii	$231K	$0	1	0.15%	Maintained
1296	Koshinski Asset Management Decatur, Illinois	$229K	+$21K	1	0.07%	Increased
1297	LCS Levin Capital Strategies New York	$229K	$0	1	0%	Maintained
1298	CIP Champlain Investment Partners Burlington, Vermont	$228K	+$24.8K	1	0%	Increased
1299	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$228K	$0	2	0.03%	Maintained
1300	LJHT Laurie J. Hall Trustee	$227K	+$47.7K	2	0.13%	Increased