← 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
PFA
Pathway Financial Advisors
Vermont
$13K +$13.6K 1 0.01% New
1352
BC
Barnett & Company
Tennessee
$12K -$104K 1 0.01% Reduced
1353
Country Trust Bank
Country Trust Bank
Illinois
$12K $0 1 0% Maintained
1354
DRS
Deane Retirement Strategies
Louisiana
$12K $0 1 0.01% Maintained
1355
DAM
Delta Asset Management
Tennessee
$12K +$2.15K 1 0% Increased
1356
SP
SWS Partners
Ohio
$12K +$12.3K 2 0.01% New
1357
WC
Whitnell & Co
Illinois
$11K +$11.6K 2 0% New
1358
ECM
Estabrook Capital Management
New York
$10.3K $0 1 0% Maintained
1359
AIS
AlphaOne Investment Services
Pennsylvania
$10K +$10.3K 2 0% New
1360
MCM
Manchester Capital Management
Vermont
$10K +$717 1 0% Increased
1361
SC
Slow Capital
California
$10K +$10.2K 1 0.01% New
1362
WWM
Willingdon Wealth Management
North Carolina
$10K $0 1 0% Maintained
1363
PCM
Poehling Capital Management
Wisconsin
$9K +$8.96K 1 0.01% New
1364
VCM
Vigilant Capital Management
Maine
$9K $0 1 0% Maintained
1365
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$8K +$8.8K 1 0% New
1366
WhitTier Trust Company
WhitTier Trust Company
Nevada
$6K $0 1 0% Maintained
1367
AOWM
Alpha Omega Wealth Management
Virginia
$5K $0 1 0% Maintained
1368
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$5K $0 1 0.01% Maintained
1369
ATC
Adirondack Trust Company
New York
$4K $0 1 0% Maintained
1370
CB
CNB Bank
Pennsylvania
$4K +$4.12K 1 0% New
1371
SHJ
Sharkey, Howes & Javer
Colorado
$4K $0 1 0% Maintained
1372
WCAMG
Woodard & Company Asset Management Group
North Carolina
$4K +$4.12K 1 0% New
1373
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$3.1K -$2.51K 1 0.01% Reduced
1374
HMS
Hanseatic Management Services
New Mexico
$3K $0 1 0% Maintained
1375
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$3K $0 1 0% Maintained