← 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
1576	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$670K	0	–	Closed
1577	QCMA Quad Capital Management Advisors New York	$0	-$277K	0	–	Closed
1578	RCM Ratan Capital Management Miami Beach, Florida	$0	-$2.75M	0	–	Closed
1579	Renaissance Technologies New York	$0	-$26.3M	0	–	Closed
1580	RFG Advisory Birmingham, Alabama	$0	-$221K	0	–	Closed
1581	RPG Risk Paradigm Group Austin, Texas	$0	-$18.4K	0	–	Closed
1582	ST Sabal Trust St. Petersburg, Florida	$0	-$400K	0	–	Closed
1583	SAM Sandell Asset Management New York	$0	-$15.6M	0	–	Closed
1584	SBL Sargent Bickham Lagudis Boulder, Colorado	$0	$0	1	0%	Maintained
1585	SC Slow Capital Greenbrae, California	$0	-$10K	0	–	Closed
1586	SAM Solaris Asset Management New York	$0	-$47K	0	–	Closed
1587	SC Solstein Capital Menlo Park, California	$0	-$398K	0	–	Closed
1588	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$1.67M	0	–	Closed
1589	SFG StrategIQ Financial Group Merrillville, Indiana	$0	-$202K	0	–	Closed
1590	SV Sturgeon Ventures London, United Kingdom	$0	-$388K	0	–	Closed
1591	SCM Suffolk Capital Management New York	$0	-$12.2M	0	–	Closed
1592	SP SWS Partners Columbus, Ohio	$0	-$6K	0	–	Closed
1593	TM Thiel Macro Los Angeles, California	$0	-$46.6M	0	–	Closed
1594	TLCM Tiger Legatus Capital Management New York	$0	-$5.51M	0	–	Closed
1595	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$8.53M	0	–	Closed
1596	UFM Ursa Fund Management Danville, California	$0	-$16.6M	0	–	Closed
1597	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$0	-$347K	0	–	Closed
1598	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$8.51M	0	–	Closed
1599	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$171K	0	–	Closed
1600	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	-$165K	0	–	Closed