← 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
1401	WA WP Advisors San Francisco, California	$81K	+$83.1K	1	0.08%	New
1402	TCM Tradewinds Capital Management Bellingham, Washington	$78K	+$9.53K	1	0.03%	Increased
1403	WWM Willingdon Wealth Management Huntersville, North Carolina	$76K	+$61K	1	0.02%	Increased
1404	CS Credential Securities Vancouver,	$75.3K	+$4K	1	0.02%	Increased
1405	Allworth Financial Folsom, California	$75K	+$8.19K	2	0%	Increased
1406	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$75K	-$19.6K	2	0.02%	Reduced
1407	RWA River Wealth Advisors Camp Hill, Pennsylvania	$74K	+$76.2K	1	0.03%	New
1408	Capital Analysts LLC Fort Washington, Pennsylvania	$73K	+$11.4K	2	0.01%	Increased
1409	ME McIlrath & Eck Arlington, Washington	$73K	-$38.1K	2	0.04%	Reduced
1410	HT Heritage Trust Oklahoma City, Oklahoma	$71K	$0	1	0.03%	Maintained
1411	NSB Norway Savings Bank Portland, Maine	$71K	$0	2	0.06%	Maintained
1412	BWA BDO Wealth Advisors Jacksonville, Florida	$70K	+$57.2K	1	0.02%	Increased
1413	CTC (Chicago Trading Company) Chicago, Illinois	$68K	+$70K	1	0.11%	New
1414	BFC Bedel Financial Consulting Indianapolis, Indiana	$68K	$0	2	0.05%	Maintained
1415	IF Ironwood Financial Tucson, Arizona	$66K	+$7.82K	1	0.04%	Increased
1416	WAM Watermark Asset Management San Ramon, California	$66K	$0	2	0.03%	Maintained
1417	KL KWMG LLC Overland Park, Kansas	$64K	+$65.9K	2	0.02%	New
1418	Simon Quick Advisors Morristown, New Jersey	$63K	+$44.8K	2	0.03%	Increased
1419	HFM Hartford Financial Management Hartford, Connecticut	$61K	+$38.1K	1	0.02%	Increased
1420	SFM Signet Financial Management Parsippany, New Jersey	$61K	+$38.1K	2	0.01%	Increased
1421	WF WealthTrust Fairport Cleveland, Ohio	$60K	-$2.85K	2	0.01%	Reduced
1422	VCM Vigilant Capital Management Portland, Maine	$59K	+$51.2K	2	0.01%	Increased
1423	CHC City Holding Co Charleston, West Virginia	$57K	$0	2	0.02%	Maintained
1424	SIS Sound Income Strategies Ft Lauderdale, Florida	$57K	+$1.72K	2	0.03%	Increased
1425	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$56K	$0	1	0.05%	Maintained