← 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
1326	TVWM Tower View Wealth Management Shorewood, Wisconsin	$27K	+$27.8K	1	0.02%	New
1327	GFP Gryphon Financial Partners Columbus, Ohio	$26K	+$26.5K	2	0.01%	New
1328	PK Pflug Koory Omaha, Nebraska	$26K	$0	2	0.02%	Maintained
1329	TCOV Trust Company of Vermont Brattleboro, Vermont	$26K	-$10K	1	0%	Reduced
1330	Inspire Investing Meridian, Idaho	$25K	+$26.3K	1	0.02%	New
1331	SAM Shamrock Asset Management Dallas, Texas	$24K	+$25.1K	2	0.01%	New
1332	FMP Financial Management Professionals Austin, Texas	$23K	+$29.4K	1	0.01%	Increased
1333	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$23K	+$24K	1	0.02%	New
1334	FCMT Founders Capital Management (Texas) Houston, Texas	$22K	$0	2	0.02%	Maintained
1335	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$21K	+$9.86K	2	0%	Increased
1336	WA Winfield Associates Cleveland, Ohio	$20K	$0	1	0.01%	Maintained
1337	CFA Camarda Financial Advisors Fleming Island, Florida	$17K	$0	1	0.02%	Maintained
1338	GAM Gemmer Asset Management Walnut Creek, California	$17K	-$117K	1	0.01%	Reduced
1339	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$17K	+$17.9K	1	0.01%	New
1340	PCTC Perkins Coie Trust Company Seattle, Washington	$17K	$0	1	0.01%	Maintained
1341	RWG Regal Wealth Group Seal Beach, California	$17K	+$17.9K	1	0.01%	New
1342	TIM Tortoise Investment Management White Plains, New York	$17K	$0	1	0%	Maintained
1343	RBC Roble Belko & Company Sewickley, Pennsylvania	$16K	$0	1	0.01%	Maintained
1344	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$16K	+$5.31K	2	0.01%	Increased
1345	Perigon Wealth Management San Francisco, California	$15K	-$17.9K	1	0.01%	Reduced
1346	SBL Sargent Bickham Lagudis Boulder, Colorado	$15K	+$15.9K	2	0%	Increased
1347	BWA BDO Wealth Advisors Jacksonville, Florida	$13K	-$13.4K	1	0.01%	Reduced
1348	BCM Brasada Capital Management Houston, Texas	$13K	+$13.4K	1	0%	New
1349	CAL Capital Advisors Ltd Shaker Heights, Ohio	$13K	$0	1	0%	Maintained
1350	FRA Front Row Advisors Tiburon, California	$13K	+$13.9K	1	0.01%	New