← 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
126	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.51M	+$7.31M	1	0.13%	New
127	Spot Trading Chicago, Illinois	$7.38M	+$7.19M	1	0.04%	New
128	SCP Sandhill Capital Partners Buffalo, New York	$7.37M	+$7.17M	1	3.64%	New
129	Soros Fund Management New York	$7.33M	+$7.14M	1	0.08%	New
130	GCM Glynn Capital Management Menlo Park, California	$7.19M	+$7M	1	2.89%	New
131	BlackRock New York	$7.19M	+$7M	1	0.01%	New
132	MFAM Motley Fool Asset Management Alexandria, Virginia	$6.73M	+$6.56M	1	2.45%	New
133	F&C Asset Management Edinburgh, Scotland, United Kingdom	$6.66M	+$6.49M	1	0.09%	New
134	CA Cortland Associates St Louis, Missouri	$6.47M	+$6.3M	1	1.47%	New
135	TBA Train Babcock Advisors New York	$6.39M	+$6.22M	1	2.42%	New
136	NCM Northroad Capital Management New York	$5.66M	+$5.51M	1	2.2%	New
137	Mackenzie Financial Toronto Ontario, Ontario, Canada	$5.56M	+$5.41M	1	0.03%	New
138	Hermes Investment Management London Uk, United Kingdom	$5.52M	+$5.38M	1	0.21%	New
139	PNC Financial Services Group Pittsburgh, Pennsylvania	$5.28M	+$5.15M	1	0.01%	New
140	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.92M	+$4.79M	1	0.19%	New
141	BlackRock Investment Management Wilmington, Delaware	$4.89M	+$4.76M	1	0.01%	New
142	Wellcome Trust London, United Kingdom	$4.82M	+$4.7M	1	0.17%	New
143	PRCM Pine River Capital Management Minnetonka, Minnesota	$4.73M	+$4.61M	1	0.07%	New
144	B BP London, United Kingdom	$4.72M	+$4.61M	1	0.29%	New
145	OAM Oxford Asset Management Oxford, United Kingdom	$4.63M	+$4.51M	1	0.13%	New
146	Raymond James & Associates St Petersburg, Florida	$4.51M	+$4.39M	1	0.04%	New
147	PRA Parametric Risk Advisors Westport, Connecticut	$4.47M	+$4.35M	1	0.31%	New
148	Ruffer LLP London, United Kingdom	$4.26M	+$4.15M	1	0.23%	New
149	LPL Financial San Diego, California	$4.25M	+$4.14M	1	0.03%	New
150	Placemark Investments Chicago, Illinois	$4.02M	+$3.92M	1	0.09%	New