← 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
2201
TCWM
Total Clarity Wealth Management
Illinois
$0 -$184K 0 – Closed
2202
TVWM
Tower View Wealth Management
Wisconsin
$0 -$5K 0 – Closed
2203
TPM
Triasima Portfolio Management
Quebec, Canada
$0 -$229K 0 – Closed
2204
TC
TwinBeech Capital
New York
$0 -$1.78M 0 – Closed
2205
TSS
Two Sigma Securities
New York
$0 -$1.03M 0 – Closed
2206
UH
Unigestion Holding
Switzerland
$0 -$8.84M 0 – Closed
2207
VSI
Verde Servicos Internacionais
Brazil
$0 -$10.9M 0 – Closed
2208
VC
Vicus Capital
Pennsylvania
$0 -$400K 0 – Closed
2209
Viking Global Investors
Viking Global Investors
Connecticut
$0 -$20.1M 0 – Closed
2210
Vontobel Asset Management
Vontobel Asset Management
New York
$0 -$4.25M 0 – Closed
2211
VFA
Voya Financial Advisors
Connecticut
$0 -$1.27M 0 – Closed
2212
Weiss Asset Management
Weiss Asset Management
Massachusetts
$0 -$4.89M 0 – Closed
2213
WCM
Weld Capital Management
New York
$0 -$2.99M 0 – Closed
2214
WA
WESPAC Advisors
California
$0 -$227K 0 – Closed
2215
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0 -$735K 0 – Closed
2216
Winton Group
Winton Group
United Kingdom
$0 -$395K 0 – Closed
2217
WCM
Wisconsin Capital Management
Wisconsin
$0 -$7.04M 0 – Closed
2218
WM
Wishbone Management
Illinois
$0 -$36.3M 0 – Closed
2219
WIS
Wright Investors Service
Connecticut
$0 -$2.28M 0 – Closed
2220
WAM
WT Asset Management
Hong Kong
$0 -$4.15M 0 – Closed
2221
XTX Topco
XTX Topco
Cayman Islands
$0 -$2.42M 0 – Closed
2222
YCM
Yiheng Capital Management
California
$0 -$254K 0 – Closed
2223
ZP
Zimmer Partners
New York
$0 -$1.69M 0 – Closed