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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	JA JOYN Advisors Atlanta, Georgia	$54K	+$48K	2	0.01%	Increased
1427	CHP Cable Hill Partners Portland, Oregon	$53K	$0	2	0.02%	Maintained
1428	PCM Peak Capital Management Greenwood Village, Colorado	$51K	+$52.4K	1	0.03%	New
1429	CCM Cribstone Capital Management Augusta, Maine	$49K	$0	1	0.02%	Maintained
1430	SMG Spectrum Management Group Indianapolis, Indiana	$46K	$0	1	0.02%	Maintained
1431	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$46K	+$25.8K	2	0.02%	Increased
1432	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$44K	-$22K	1	0.04%	Reduced
1433	FGAM Financial Gravity Asset Management Lakeway, Texas	$43K	-$2.51K	2	0.04%	Reduced
1434	PWAG Polaris Wealth Advisory Group San Rafael, California	$43K	-$393K	1	0%	Reduced
1435	EARNEST Partners Atlanta, Georgia	$42K	$0	2	0%	Maintained
1436	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$42K	-$4.38K	2	0.03%	Reduced
1437	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$40K	+$1.16K	2	0.01%	Increased
1438	FFC First Financial Corp Terre Haute, Indiana	$39K	-$9.53K	1	0.03%	Reduced
1439	FPB First PREMIER Bank Sioux Falls, South Dakota	$38K	$0	1	0.03%	Maintained
1440	MCA Mercer Capital Advisers Little Silver, New Jersey	$38K	$0	2	0.03%	Maintained
1441	CPA Cowen Prime Advisors New York	$37K	$0	1	0.02%	Maintained
1442	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$37K	$0	1	0.01%	Maintained
1443	Farmers & Merchants Investments Inc Lincoln, Nebraska	$37K	$0	1	0%	Maintained
1444	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$37K	+$38.1K	1	0.04%	New
1445	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$37K	+$19.1K	1	2.42%	Increased
1446	OFW Omnia Family Wealth Aventura, Florida	$37K	$0	1	0.02%	Maintained
1447	RWG Regal Wealth Group Seal Beach, California	$37K	$0	1	0.04%	Maintained
1448	SPL Smart Portfolios LLC Seattle, Washington	$37K	$0	1	0.02%	Maintained
1449	TCM TD Capital Management Memphis, Tennessee	$37K	$0	1	0.01%	Maintained
1450	AA AlphaMark Advisors Ft. Wright, Kentucky	$36K	$0	2	0.01%	Maintained