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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
1501	EWM Elmwood Wealth Management Berkeley, California	$9.28K	$0	1	0.01%	Maintained
1502	BWM Baystate Wealth Management Boston, Massachusetts	$9K	$0	1	0%	Maintained
1503	JWM Janiczek Wealth Management Denver, Colorado	$9K	+$9.53K	1	0%	New
1504	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	$0	1	0%	Maintained
1505	PSC Prentiss Smith & Co Brattleboro, Vermont	$7K	-$38.1K	1	0%	Reduced
1506	TD Ameritrade Investment Management Omaha, Nebraska	$7K	+$6.76K	2	0%	New
1507	AOWM Alpha Omega Wealth Management Richmond, Virginia	$6K	$0	1	0%	Maintained
1508	BC Barnett & Company Chattanooga, Tennessee	$6K	$0	1	0%	Maintained
1509	CB Community Bank Dewitt, New York	$6K	+$6.48K	1	0%	New
1510	CX Institutional Auburn, Indiana	$6K	+$5.55K	2	0%	New
1511	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$6K	$0	1	0.01%	Maintained
1512	LGWM Litman Gregory Wealth Management Larkspur, California	$5K	$0	1	0%	Maintained
1513	LIA LS Investment Advisors Bloomfield Hills, Michigan	$5K	$0	1	0%	Maintained
1514	PA Perennial Advisors New York	$5K	$0	1	0%	Maintained
1515	PCM Princeton Capital Management Red Bank, New Jersey	$5K	$0	1	0%	Maintained
1516	SHJ Sharkey, Howes & Javer Denver, Colorado	$5K	$0	1	0%	Maintained
1517	TA Townsend & Associates Westminster, Colorado	$5K	+$4.76K	1	0.01%	New
1518	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained
1519	VCM Versant Capital Management Phoenix, Arizona	$4K	-$62.2K	1	0%	Reduced
1520	HMS Hanseatic Management Services Albuquerque, New Mexico	$3K	$0	1	0%	Maintained
1521	HH HWG Holdings Houston, Texas	$3K	$0	1	0%	Maintained
1522	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$3K	$0	1	0%	Maintained
1523	CA Centerpoint Advisors Needham, Massachusetts	$2K	$0	1	0%	Maintained
1524	MCF Advisors Covington, Kentucky	$1K	+$572	1	0%	New
1525	TFO Tarbox Family Office Newport Beach, California	$1K	$0	1	0%	Maintained