← 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
1301	SWM Segment Wealth Management Houston, Texas	$227K	+$233K	1	0.05%	New
1302	TH Timber Hill Greenwich, Connecticut	$226K	-$234K	1	0.22%	Reduced
1303	CWS Cypress Wealth Services Palm Desert, California	$224K	+$230K	1	0.09%	New
1304	Valmark Advisers Akron, Ohio	$224K	$0	1	0.01%	Maintained
1305	SLG Stanley-Laman Group Berwyn, Pennsylvania	$223K	$0	1	0.05%	Maintained
1306	CC Claybrook Capital Wellesley, Massachusetts	$222K	$0	1	0.14%	Maintained
1307	TC Truvestments Capital Sarasota, Florida	$222K	+$228K	1	0.14%	New
1308	WP WealthSource Partners San Luis Obispo, California	$222K	+$15.2K	1	0.06%	Increased
1309	AIM Anchor Investment Management Columbia, South Carolina	$221K	+$18.1K	1	0.05%	Increased
1310	BWM Buckley Wealth Management Las Vegas, Nevada	$220K	$0	1	0.1%	Maintained
1311	AAM American Asset Management Boca Raton, Florida	$219K	$0	1	0.14%	Maintained
1312	B Bridgeworth Birmingham, Alabama	$218K	-$2.29K	1	0.09%	Reduced
1313	PCA Private Capital Advisors Darien, Connecticut	$218K	-$44.8K	1	0.07%	Reduced
1314	WB Webster Bank Waterbury, Connecticut	$218K	$0	1	0.03%	Maintained
1315	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$216K	$0	1	0.04%	Maintained
1316	PW Peninsula Wealth San Francisco, California	$216K	+$7.24K	1	0.13%	Increased
1317	SFM Signature Financial Management Norfolk, Virginia	$216K	$0	1	0.05%	Maintained
1318	Bahl & Gaynor Cincinnati, Ohio	$215K	+$221K	1	0%	New
1319	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$213K	+$219K	1	0.03%	New
1320	PDM Penn Davis McFarland Dallas, Texas	$212K	+$217K	1	0.07%	New
1321	WA Wealth Architects Mountain View, California	$212K	+$5.34K	1	0.07%	Increased
1322	ACS Archford Capital Strategies Swansea, Illinois	$211K	+$35K	2	0.07%	Increased
1323	Exencial Wealth Advisors Oklahoma City, Oklahoma	$211K	+$216K	1	0.06%	New
1324	JCM Jacobi Capital Management Pittston, Pennsylvania	$211K	-$41.2K	2	0.06%	Reduced
1325	WA WealthTrust-Arizona Scottsdale, Arizona	$211K	-$17.7K	2	0.11%	Reduced