← 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
201	Polar Capital London, United Kingdom	$1.65M	+$1.61M	1	0.06%	New
202	Suntrust Banks Atlanta, Georgia	$1.61M	+$1.57M	1	0.01%	New
203	STRS Ohio Columbus, Ohio	$1.58M	+$1.54M	1	0.01%	New
204	BP Banyan Partners Palm Beach Gardens, Florida	$1.51M	+$1.48M	1	0.3%	New
205	CCP Clarkston Capital Partners Rochester, Michigan	$1.42M	+$1.38M	1	0.79%	New
206	PTC Peak Ten Capital New York	$1.42M	+$1.38M	1	1.71%	New
207	Ladenburg Thalmann Financial Services Miami, Florida	$1.38M	+$1.35M	1	0.05%	New
208	WCA Westover Capital Advisors Wilmington, Delaware	$1.35M	+$1.32M	1	1.33%	New
209	CAM Commonfund Asset Management Wilton, Connecticut	$1.29M	+$1.26M	1	2.85%	New
210	FI FCM Investments Dallas, Texas	$1.26M	+$1.23M	1	0.56%	New
211	GA Geneva Advisors Chicago, Illinois	$1.25M	+$1.22M	1	0.03%	New
212	FIG Fortress Investment Group New York	$1.24M	+$1.21M	1	0.03%	New
213	BRA Bender Robert & Associates Pasadena, California	$1.24M	+$1.21M	1	1.06%	New
214	Veritable Wilmington, Delaware	$1.19M	+$1.16M	1	0.03%	New
215	PM Platinum Management New York	$1.18M	+$1.15M	1	0.42%	New
216	Canada Life Winnipeg, Manitoba, Canada	$1.18M	+$1.15M	1	0.01%	New
217	KeyBank National Association Cleveland, Ohio	$1.13M	+$1.1M	1	0%	New
218	WCM Windward Capital Management Los Angeles, California	$1.12M	+$1.09M	1	0.42%	New
219	Ariel Investments Chicago, Illinois	$1.08M	+$1.05M	1	0.02%	New
220	BlackRock Institutional Trust San Francisco, California	$1.06M	+$1.03M	1	0%	New
221	LG Leuthold Group Minneapolis, Minnesota	$1.03M	+$1M	1	0.1%	New
222	Everett Harris & Co Los Angeles, California	$1.02M	+$991K	1	0.04%	New
223	Fifth Third Bancorp Cincinnati, Ohio	$995K	+$969K	1	0.01%	New
224	RGC Roberts, Glore & Co Deerfield, Illinois	$980K	+$955K	1	0.6%	New
225	Silvercrest Asset Management New York	$944K	+$920K	1	0.02%	New