← 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
1476	Balentine LLC Atlanta, Georgia	$19K	+$19.4K	1	0%	New
1477	GAM Gemmer Asset Management Walnut Creek, California	$19K	$0	1	0.01%	Maintained
1478	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$19K	-$5.15K	1	0.02%	Reduced
1479	IGGA Iron Gate Global Advisors Nsl, Utah	$19K	+$19.3K	1	0.01%	New
1480	PG Patten Group Chattanooga, Tennessee	$19K	+$19.1K	1	0.01%	New
1481	PCTC Perkins Coie Trust Company Seattle, Washington	$19K	$0	1	0.01%	Maintained
1482	SMFS Squar Milner Financial Services Irvine, California	$19K	+$19.1K	1	0.02%	New
1483	TIM Tortoise Investment Management White Plains, New York	$19K	$0	1	0.01%	Maintained
1484	BA Ballew Advisors Jackson, Mississippi	$14K	$0	1	0.02%	Maintained
1485	BCM Brasada Capital Management Houston, Texas	$14K	+$14.3K	1	0%	New
1486	CAL Capital Advisors Ltd Shaker Heights, Ohio	$14K	$0	1	0%	Maintained
1487	PFA Pathway Financial Advisors South Burlington, Vermont	$14K	$0	1	0.01%	Maintained
1488	DAM Delta Asset Management Memphis, Tennessee	$13K	$0	1	0%	Maintained
1489	PO Private Ocean San Rafael, California	$13K	$0	1	0.01%	Maintained
1490	AF Arrow Financial Glens Falls, New York	$12K	+$9.53K	2	0%	Increased
1491	Country Trust Bank Bloomington, Illinois	$12K	$0	1	0%	Maintained
1492	DRS Deane Retirement Strategies New Orleans, Louisiana	$12K	$0	1	0.01%	Maintained
1493	ECM Estabrook Capital Management New York	$11.1K	$0	1	0%	Maintained
1494	BCA Bay Colony Advisors Concord, Massachusetts	$11K	+$11.6K	1	0.01%	New
1495	LFG LifePlan Financial Group Dayton, Ohio	$10K	$0	1	0.01%	Maintained
1496	NWM Northwest Wealth Management Spencer, Iowa	$10K	$0	1	0.01%	Maintained
1497	NIM NuWave Investment Management Parsippany, New Jersey	$10K	-$577K	2	0.01%	Reduced
1498	PCM Poehling Capital Management Madison, Wisconsin	$10K	+$953	1	0.01%	Increased
1499	RBC Roble Belko & Company Sewickley, Pennsylvania	$10K	$0	1	0%	Maintained
1500	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$9.28K	-$4.38K	1	0.01%	Reduced