← 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
1351
TFA
Toth Financial Advisory
Virginia
$480 -$3.76K 1 0% Reduced
1352
RF
Robbins Farley
New Hampshire
$458 $0 1 0% Maintained
1353
HFS
Hughes Financial Services
Virginia
$384 $0 1 0% Maintained
1354
LG
LAM Group
Oregon
$384 $0 1 0% Maintained
1355
MGI
Miller Global Investments
Texas
$384 +$501 1 0% New
1356
BFS
Bare Financial Services
Pennsylvania
$343 $0 1 0% Maintained
1357
PWMA
Pension & Wealth Management Advisors
Massachusetts
$304 $0 1 0% Maintained
1358
GPFA
Game Plan Financial Advisors
Ohio
$288 +$376 1 0% New
1359
GA
GoalVest Advisory
New York
$288 $0 1 0% Maintained
1360
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$272 +$415 1 0% New
1361
BF
Brooklyn FI
New York
$233 +$251 1 0% New
1362
KA
Kozak & Associates
Colorado
$196 $0 1 0% Maintained
1363
HHGA
Halbert Hargrove Global Advisors
California
$150 +$251 1 0% New
1364
AFG
Albion Financial Group
Utah
$96 $0 1 0% Maintained
1365
LHEI
Leo H. Evart Inc
California
$96 $0 1 0% Maintained
1366
MWPCG
Measured Wealth Private Client Group
New Hampshire
$81 $0 2 0% Maintained
1367
AWP
Abacus Wealth Partners
California
$0 -$1.14M 0 – Closed
1368
AA
ABC Arbitrage
France
$0 -$442K 0 – Closed
1369
AGA
Accuvest Global Advisors
Utah
$0 -$3.28M 0 – Closed
1370
AI
AdvisorShares Investments
Maryland
$0 -$754K 0 – Closed
1371
ARG
Advisory Resource Group
Oklahoma
$0 -$1.14M 0 – Closed
1372
AF
Align Financial
Minnesota
$0 -$12.5K 0 – Closed
1373
ACM
Aljian Capital Management
Nevada
$0 -$292K 0 – Closed
1374
ACM
AlphaStar Capital Management
North Carolina
$0 -$778K 0 – Closed
1375
AIM
Alpine Investment Management
Hong Kong
$0 -$65.6M 0 – Closed