← 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
1451	CT Clearstead Trust Portland, Maine	$36K	+$36.8K	1	0.03%	New
1452	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$36K	-$8.47K	1	0.01%	Reduced
1453	WC Whitnell & Co Oak Brook, Illinois	$36K	$0	2	0.01%	Maintained
1454	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$34K	$0	1	0.03%	Maintained
1455	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$32K	+$4.96K	1	0.02%	Increased
1456	BCM Blume Capital Management Berkeley, California	$32K	$0	1	0.02%	Maintained
1457	FC Ferris Capital Marlborough, Massachusetts	$32K	$0	1	0.01%	Maintained
1458	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$30.2K	-$14.9K	1	0.02%	Reduced
1459	KCPG Kavar Capital Partners Group Leawood, Kansas	$30K	$0	1	0.02%	Maintained
1460	MCM Manchester Capital Management Manchester, Vermont	$30K	+$20.7K	2	0%	Increased
1461	POIA Pin Oak Investment Advisors Houston, Texas	$29K	$0	1	0.02%	Maintained
1462	TVWM Tower View Wealth Management Shorewood, Wisconsin	$29K	$0	1	0.03%	Maintained
1463	FMP Financial Management Professionals Austin, Texas	$28K	+$762	1	0.01%	Increased
1464	HCM Highlander Capital Management Short Hills, New Jersey	$28K	$0	1	0.02%	Maintained
1465	GFP Gryphon Financial Partners Columbus, Ohio	$27K	-$397	2	0.01%	Reduced
1466	PK Pflug Koory Omaha, Nebraska	$27K	$0	2	0.02%	Maintained
1467	LFA Legacy Financial Advisors Covington, Kentucky	$26K	$0	1	0.01%	Maintained
1468	Cohen & Steers New York	$25K	-$24.8K	1	0%	Reduced
1469	FCMT Founders Capital Management (Texas) Houston, Texas	$24K	$0	2	0.02%	Maintained
1470	Qube Research & Technologies (QRT) London, United Kingdom	$24K	-$178K	1	0.02%	Reduced
1471	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$22K	$0	2	0%	Maintained
1472	SAM Shamrock Asset Management Dallas, Texas	$22K	+$2.29K	1	0.01%	Increased
1473	TCOV Trust Company of Vermont Brattleboro, Vermont	$22K	+$2.86K	1	0%	Increased
1474	HI Harrington Investments Napa, California	$21K	$0	1	0.02%	Maintained
1475	FRA Front Row Advisors Tiburon, California	$20K	+$5.53K	2	0.01%	Increased