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
| 1,171 | +31 | +3% | $32.9B |
|
| 2 |
2
Baidu
BIDU
$28.1B
| 500 | -14 | -3% | $9.21B |
|
| 3 |
3
Kingsoft Cloud Holdings
KC
$2.65B
| 85 | +6 | +8% | $159M |
|
| 4 |
4
Tuya Inc
TUYA
$1.05B
| 52 | +9 | +21% | $61.8M |
|
| 5 |
5
Sound Group
SOGP
$44.5M
| 17 | -2 | -11% | $285K |
|
| 6 |
AICH
6
China AI ETF
AICH
| – | – | – | – |
|
| 7 |
AIXI
7
Xiao-I
AIXI
$1.61M
| – | – | – | – |
|
| 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 |
LAIX
11
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
| – | – | – | – |
|
| 12 |
12
Pony AI Inc
PONY
$2.25B
| – | – | – | – |
|
| 13 |
13
Ruanyun Edai Technology Inc
RYET
$30.9M
| – | – | – | – |
|
| 14 |
TGRZ
14
China AI Tigers LLM ETF
TGRZ
| – | – | – | – |
|