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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
1301	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$43K	-$7.53K	2	0.03%	Reduced
1302	OFW Omnia Family Wealth Aventura, Florida	$43K	+$26.9K	1	0.02%	Increased
1303	SMG Spectrum Management Group Indianapolis, Indiana	$43K	-$21.7K	1	0.01%	Reduced
1304	RPC Rossmore Private Capital Glastonbury, Connecticut	$42.2K	+$43.9K	1	0.04%	New
1305	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$41K	-$19.4K	2	0.01%	Reduced
1306	Allworth Financial Folsom, California	$39K	+$29K	2	0%	Increased
1307	EARNEST Partners Atlanta, Georgia	$38K	+$40.2K	2	0%	New
1308	FPB First PREMIER Bank Sioux Falls, South Dakota	$36K	$0	1	0.02%	Maintained
1309	MCA Mercer Capital Advisers Little Silver, New Jersey	$36K	+$13.4K	2	0.03%	Increased
1310	Pathstone Family Office Englewood, New Jersey	$35K	+$36.7K	1	0.02%	New
1311	Simon Quick Advisors Morristown, New Jersey	$35K	+$12.4K	2	0.02%	Increased
1312	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	$0	1	0.02%	Maintained
1313	AA AlphaMark Advisors Ft. Wright, Kentucky	$34K	+$17.4K	2	0.01%	Increased
1314	CPA Cowen Prime Advisors New York	$34K	$0	1	0.02%	Maintained
1315	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$34K	$0	1	0.01%	Maintained
1316	PSC Prentiss Smith & Co Brattleboro, Vermont	$34K	+$35.8K	1	0.02%	New
1317	TCM TD Capital Management Memphis, Tennessee	$34K	$0	1	0.01%	Maintained
1318	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$33K	+$34.2K	1	0.03%	New
1319	PWM Paulson Wealth Management Wheaton, Illinois	$33K	+$34.6K	2	0.03%	New
1320	RPG Risk Paradigm Group Austin, Texas	$31.2K	-$65K	1	0.03%	Reduced
1321	CPP Crow Point Partners Boston, Massachusetts	$31K	-$105K	1	0%	Reduced
1322	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$30K	+$5.2K	1	0.02%	Increased
1323	BCM Blume Capital Management Berkeley, California	$30K	$0	1	0.02%	Maintained
1324	LFA Legacy Financial Advisors Covington, Kentucky	$29K	+$30.6K	1	0.01%	New
1325	POIA Pin Oak Investment Advisors Houston, Texas	$28K	+$29.3K	1	0.02%	New