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
$277B
| 1,305 | -16 | -1% | $45.3B |
|
| 2 |
2
Baidu
BIDU
$27.9B
| 571 | -36 | -6% | $13.7B |
|
| 3 |
3
Kingsoft Cloud Holdings
KC
$2.62B
| 101 | -28 | -22% | $247M |
|
| 4 |
4
Tuya Inc
TUYA
$1.04B
| 53 | +5 | +10% | $102M |
|
| 5 |
5
Sound Group
SOGP
$43.8M
| 16 | -7 | -30% | $672K |
|
| 6 |
LAIX
6
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
| 3 | -4 | -57% | $392K |
|
| 7 |
AICH
7
China AI ETF
AICH
| – | – | – | – |
|
| 8 |
AIXI
8
Xiao-I
AIXI
$1.63M
| – | – | – | – |
|
| 9 |
9
Alpha Technology Group
ATGL
$74.1M
| – | – | – | – |
|
| 10 |
10
Themes China Generative Artificial Intelligence ETF
DRGN
$19.4M
| – | – | – | – |
|
| 11 |
DSC
11
DSC Holdings
DSC
$255M
| – | – | – | – |
|
| 12 |
12
Pony AI Inc
PONY
$2.25B
| – | – | – | – |
|
| 13 |
13
Ruanyun Edai Technology Inc
RYET
$31.2M
| – | – | – | – |
|
| 14 |
TGRZ
14
China AI Tigers LLM ETF
TGRZ
| – | – | – | – |
|