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 |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|---|
| 1 |
1
Alibaba
BABA
$276B
| 1,939 | +73 | +4% | $236B |
|
| 2 |
2
Baidu
BIDU
$28.1B
| 741 | +126 | +20% | $40.3B |
|
| 3 |
3
Kingsoft Cloud Holdings
KC
$2.65B
| 146 | +38 | +35% | $2.48B |
|
| 4 |
4
Sound Group
SOGP
$44.5M
| 8 | +2 | +33% | $1.2M |
|
| 5 |
LAIX
5
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
| 5 | -2 | -29% | $14.6M |
|
| 6 |
AICH
6
China AI ETF
AICH
| – | – | – | – |
|
| 7 |
AIXI
7
Xiao-I
AIXI
$1.59M
| – | – | – | – |
|
| 8 |
8
Alpha Technology Group
ATGL
$72.4M
| – | – | – | – |
|
| 9 |
9
Themes China Generative Artificial Intelligence ETF
DRGN
$19.3M
| – | – | – | – |
|
| 10 |
DSC
10
DSC Holdings
DSC
$233M
| – | – | – | – |
|
| 11 |
11
Pony AI Inc
PONY
$2.25B
| – | – | – | – |
|
| 12 |
12
Ruanyun Edai Technology Inc
RYET
$30.9M
| – | – | – | – |
|
| 13 |
TGRZ
13
China AI Tigers LLM ETF
TGRZ
| – | – | – | – |
|
| 14 |
14
Tuya Inc
TUYA
$1.05B
| – | – | – | – |
|