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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	% of Portfolio	Status
1451	TPWM Twelve Points Wealth Management Concord, Massachusetts	$0	-$205K	–	Closed
1452	TC TwinBeech Capital Purchase, New York	$0	-$14.3M	–	Closed
1453	UAM UAS Asset Management New York	$0	-$1.79M	–	Closed
1454	UPC Utah Peaks Capital Park City, Utah	$0	-$16.9M	–	Closed
1455	VAM Valliance Asset Management Central, Hong Kong	$0	-$30.5M	–	Closed
1456	VSAM Value Star Asset Management Hong Kong	$0	-$1.96M	–	Closed
1457	VWA Visionary Wealth Advisors O'fallon, Illinois	$0	-$220K	–	Closed
1458	WP WealthSource Partners San Luis Obispo, California	$0	-$783K	–	Closed
1459	WAM WealthTrust Asset Management Destin, Florida	$0	-$1.76M	–	Closed
1460	WesBanco Bank Wheeling, West Virginia	$0	-$453K	–	Closed
1461	Whale Rock Capital Management Boston, Massachusetts	$0	-$103M	–	Closed
1462	WBG Wharton Business Group Malvern, Pennsylvania	$0	-$417K	–	Closed
1463	Winton Group London, United Kingdom	$0	-$737K	–	Closed
1464	WP WMS Partners Towson, Maryland	$0	-$297K	–	Closed
1465	Woodline Partners San Francisco, California	$0	-$11.7M	–	Closed
1466	YL YCG LLC Austin, Texas	$0	-$8.26M	–	Closed
1467	YC Yunqi Capital Hong Kong	$0	-$42.2M	–	Closed