← 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
176	PSCM Prince Street Capital Management New York	$87.7M	+$79.5M	2	16.17%	Increased
177	I.G. Investment Management Winnipeg, Manitoba, Canada	$87.4M	+$22.3M	2	0.34%	Increased
178	Harvard Management Company Boston, Massachusetts	$84.8M	+$8.43M	2	13.45%	Increased
179	B BP London, United Kingdom	$84.6M	+$4.26M	2	3.27%	Increased
180	Andra AP-fonden Goteborg, Sweden	$84.4M	+$12.3M	2	2.26%	Increased
181	PointState Capital New York	$82.7M	+$72.5M	1	0.85%	New
182	MAMU Marathon Asset Management (UK) London, United Kingdom	$82.4M	+$3.32M	1	1.77%	Increased
183	Natixis Advisors Boston, Massachusetts	$82.2M	+$2.71M	2	1.06%	Increased
184	Millennium Management New York	$80.6M	+$54.7M	1	0.14%	Increased
185	MC Martin Currie Edinburgh, United Kingdom	$79.9M	-$2.83M	2	7.23%	Reduced
186	Polar Capital London, United Kingdom	$79.5M	-$3.29M	2	1.37%	Reduced
187	Greenwoods Asset Management Grand Cayman, Cayman Islands	$79M	+$38.3M	1	7%	Increased
188	SAM Southeastern Asset Management Memphis, Tennessee	$77.5M	+$232K	1	0.74%	Increased
189	Panagora Asset Management Boston, Massachusetts	$77.4M	+$14M	2	0.37%	Increased
190	TD Asset Management Toronto, Ontario, Canada	$76.9M	+$11M	2	0.13%	Increased
191	KBC Group Brussels, Belgium	$74.9M	+$33.6M	2	0.88%	Increased
192	TCG Tremblant Capital Group West Palm Beach, Florida	$74.7M	+$65.4M	1	4.16%	New
193	Atalanta Sosnoff Capital New York	$73.8M	+$29.8M	1	2.55%	Increased
194	TI TT International London, United Kingdom	$73.8M	+$7.09M	1	20.12%	Increased
195	Aristeia Capital Greenwich, Connecticut	$73.6M	+$64.5M	1	4.03%	New
196	WBC Westpac Banking Corp Sydney, Australia	$70.5M	+$17.1M	1	0.76%	Increased
197	Brown Brothers Harriman & Co New York	$68.9M	+$408K	1	0.37%	Increased
198	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$68.7M	+$63.7M	2	18.76%	New
199	Canada Life Winnipeg, Manitoba, Canada	$68.2M	+$6.81M	2	0.2%	Increased
200	BAPIM British Airways Pensions Investment Management London, United Kingdom	$67.9M	+$2.16M	2	2%	Increased