← 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
1426	JPCCM J&P (China) Capital Management Hong Kong, China	$0	-$134M	0	–	Closed
1427	Junto Capital Management New York	$0	-$8.15M	0	–	Closed
1428	KAM Kavi Asset Management New York	$0	-$9.24M	0	–	Closed
1429	KGI Kopernik Global Investors Tampa, Florida	$0	-$466K	0	–	Closed
1430	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$6.55M	0	–	Closed
1431	Magnetar Financial Evanston, Illinois	$0	-$3.98M	0	–	Closed
1432	MC Maplelane Capital New York	$0	-$186M	1	0%	Reduced
1433	MIM Marco Investment Management Atlanta, Georgia	$0	-$207K	0	–	Closed
1434	MCP Maso Capital Partners Hong Kong	$0	-$2.76M	0	–	Closed
1435	MassMutual Private Wealth & Trust Windsor, Connecticut	$0	-$124K	0	–	Closed
1436	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$121K	0	–	Closed
1437	MGM Miura Global Management New York	$0	-$51.8M	0	–	Closed
1438	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$10K	0	–	Closed
1439	NPC National Planning Corporation El Segundo, California	$0	-$1.4M	0	–	Closed
1440	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$82.1M	0	–	Closed
1441	NB NBT Bank Norwich, New York	$0	-$259K	0	–	Closed
1442	Nippon Life Insurance Tokyo, Japan	$0	-$2.66M	0	–	Closed
1443	OTC Opera Trading Capital Paris, France	$0	-$5.57M	0	–	Closed
1444	PAM Pagoda Asset Management New York	$0	-$39.5M	0	–	Closed
1445	PP Paloma Partners Greenwich, Connecticut	$0	-$6.3M	0	–	Closed
1446	PC Passport Capital San Francisco, California	$0	-$31.2M	0	–	Closed
1447	PAS Point72 Asia (Singapore) Singapore	$0	-$3.54M	0	–	Closed
1448	PointState Capital New York	$0	-$157M	0	–	Closed
1449	PAG Private Advisory Group Redmond, Washington	$0	-$374K	0	–	Closed
1450	PO Private Ocean San Rafael, California	$0	-$172K	0	–	Closed