← 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	CIM Contravisory Investment Management Norwell, Massachusetts	$175K	-$630	2	0.06%	Reduced
1352	QFA Quattro Financial Advisors The Woodlands, Texas	$174K	+$37.2K	1	0.09%	Increased
1353	HCM Hilton Capital Management Garden City, New York	$167K	+$172K	1	0.03%	New
1354	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$167K	$0	1	0.14%	Maintained
1355	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$166K	$0	2	0.1%	Maintained
1356	LWA Lenox Wealth Advisors New York	$165K	-$29K	2	0.04%	Reduced
1357	OC Oakworth Capital Birmingham, Alabama	$163K	+$95.3K	1	0.03%	Increased
1358	AIM Advantage Investment Management Cedar Rapids, Iowa	$160K	-$1.12M	2	0.12%	Reduced
1359	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$160K	$0	2	0.06%	Maintained
1360	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$160K	-$1.91K	2	0.09%	Reduced
1361	CFN Cordasco Financial Network Naples, Florida	$159K	+$7.05K	2	0.16%	Increased
1362	CAC Certified Advisory Corp Altamonte Springs, Florida	$156K	+$29.7K	2	0.09%	Increased
1363	WOC West Oak Capital Westlake Village, California	$154K	-$2.74K	2	0.09%	Reduced
1364	HCA Heck Capital Advisors Rhinelander, Wisconsin	$146K	$0	1	0.05%	Maintained
1365	WhitTier Trust Company Reno, Nevada	$144K	$0	1	0.01%	Maintained
1366	SFSIG San Francisco Sentry Investment Group San Francisco, California	$143K	-$384K	1	0.06%	Reduced
1367	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$139K	+$41.2K	2	0.09%	Increased
1368	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$139K	+$19.1K	2	0.1%	Increased
1369	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$136K	$0	1	0.09%	Maintained
1370	ECM EII Capital Management New York	$131K	+$13.5K	1	0.07%	Increased
1371	Citizens Financial Group Providence, Rhode Island	$130K	-$7.91K	2	0.01%	Reduced
1372	FCB First Command Bank Fort Worth, Texas	$129K	$0	2	0.04%	Maintained
1373	FCFS First Command Financial Services Fort Worth, Texas	$129K	$0	2	0%	Maintained
1374	CWA Clarus Wealth Advisors Peoria, Arizona	$125K	+$130K	1	0.09%	New
1375	QAM QCI Asset Management Pittsford, New York	$125K	$0	2	0.01%	Maintained