← 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
1376	ARMC American Research & Management Company Marion, Massachusetts	$121K	$0	2	0.04%	Maintained
1377	TAM Trust Asset Management Houston, Texas	$118K	+$121K	1	0.05%	New
1378	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$116K	$0	2	0.12%	Maintained
1379	SAS Stelac Advisory Services New York	$116K	+$119K	1	0.03%	New
1380	CWM Cedar Wealth Management Walnut Creek, California	$115K	+$21.5K	2	0.06%	Increased
1381	DSC Duncker Streett & Co St. Louis, Missouri	$112K	+$76.2K	1	0.03%	Increased
1382	DOA D'Orazio & Associates Falls Church, Virginia	$110K	$0	2	0.04%	Maintained
1383	SIM Sonora Investment Management Tucson, Arizona	$110K	$0	2	0.02%	Maintained
1384	AIM Arcadia Investment Management Kalamazoo, Michigan	$108K	$0	2	0.03%	Maintained
1385	HR Howe & Rusling Rochester, New York	$106K	-$2.72K	2	0.02%	Reduced
1386	VIA Vantage Investment Advisors State College, Pennsylvania	$106K	$0	1	0.03%	Maintained
1387	MSA Marino Stram & Associates Braintree, Massachusetts	$104K	+$36K	2	0.09%	Increased
1388	JFA JNBA Financial Advisors Bloomington, Minnesota	$103K	$0	1	0.02%	Maintained
1389	RFM Royal Fund Management Lady Lake, Florida	$102K	-$5.34K	1	0.03%	Reduced
1390	TCI Wealth Advisors Tucson, Arizona	$100K	-$27.8K	2	0.04%	Reduced
1391	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$99K	+$1.29K	2	0.05%	Increased
1392	IDBONY Israel Discount Bank of New York New York	$98K	+$1.25K	1	0.06%	Increased
1393	PCP Proficio Capital Partners Newton, Massachusetts	$97K	+$2.48K	2	0.04%	Increased
1394	WTB Washington Trust Bank Spokane, Washington	$95K	+$7.62K	2	0.01%	Increased
1395	GTAM Global Trust Asset Management West Palm Beach, Florida	$93K	$0	1	0.07%	Maintained
1396	ML McAdam LLC Philadelphia, Pennsylvania	$93K	+$5.34K	2	0.04%	Increased
1397	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$87K	$0	2	0.07%	Maintained
1398	CT CPF Texas Plano, Texas	$86K	$0	1	0.05%	Maintained
1399	FA Fortis Advisors Wayne, Pennsylvania	$85K	$0	1	0.05%	Maintained
1400	RWA Ropes Wealth Advisors Boston, Massachusetts	$83K	$0	1	0.02%	Maintained