← 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	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$210K	$0	1	0.15%	Maintained
1327	Crawford Investment Counsel Atlanta, Georgia	$209K	-$84.7K	1	0.01%	Reduced
1328	TWM Titus Wealth Management Larskpur, California	$208K	-$12.4K	1	0.22%	Reduced
1329	Engineers Gate Manager New York	$207K	+$212K	1	0.02%	New
1330	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$207K	+$77.5K	2	0.04%	Increased
1331	Foundations Investment Advisors Phoenix, Arizona	$206K	+$211K	1	0.05%	New
1332	BCA Bray Capital Advisors Naples, Florida	$205K	+$747	2	0.1%	Increased
1333	TFA Toth Financial Advisory Leesburg, Virginia	$205K	$0	1	0.05%	Maintained
1334	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$203K	+$208K	1	0.24%	New
1335	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$202K	+$64.8K	1	0.09%	Increased
1336	TC Trilogy Capital Irvine, California	$202K	+$41.9K	1	0.03%	Increased
1337	VHAM Van Hulzen Asset Management El Dorado Hills, California	$202K	+$207K	1	0.06%	New
1338	Arax Advisory Partners Denver, Colorado	$201K	+$34.7K	2	0.09%	Increased
1339	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$201K	-$85.7K	2	0%	Reduced
1340	CA Crewe Advisors Salt Lake City, Utah	$200K	-$3.81K	1	0.19%	Reduced
1341	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$200K	-$9K	1	0.12%	Reduced
1342	SWP Strategic Wealth Partners Independence, Ohio	$199K	-$116K	1	0.12%	Reduced
1343	ANBT American National Bank & Trust Wichita Falls, Texas	$197K	+$54.3K	2	0.06%	Increased
1344	VEA Virtus ETF Advisers New York	$194K	-$20.6K	1	0.17%	Reduced
1345	PMFA Plante Moran Financial Advisors Southfield, Michigan	$192K	+$83.9K	2	0.1%	Increased
1346	Bartlett & Co Wealth Management Cincinnati, Ohio	$190K	+$54.8K	2	0.01%	Increased
1347	Bartlett & Co Cincinnati, Ohio	$190K	+$54.8K	2	0.01%	Increased
1348	BAM Bruderman Asset Management Locust Valley, New York	$186K	$0	1	0.05%	Maintained
1349	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$180K	+$57.2K	1	0.07%	Increased
1350	AssetMark Inc Concord, California	$178K	+$14.6K	2	0%	Increased