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
Alibaba
BABA
$277B
| 1,420 | +144 | +11% | $47.4B |
|
2
Baidu
BIDU
$27.9B
| 484 | +58 | +14% | $7.97B |
|
3
Pony AI Inc
PONY
$2.25B
| 141 | +31 | +28% | $2.43B |
|
4
Kingsoft Cloud Holdings
KC
$2.62B
| 94 | +15 | +19% | $225M |
|
5
Tuya Inc
TUYA
$1.04B
| 74 | -1 | -1% | $322M |
|
6
Sound Group
SOGP
$43.8M
| 12 | -1 | -8% | $1.84M |
|
7
Ruanyun Edai Technology Inc
RYET
$31.2M
| 7 | +2 | +40% | $126K |
|
|
AIXI
8
Xiao-I
AIXI
$1.63M
| 5 | 0 | 0% | $32K |
|
9
Alpha Technology Group
ATGL
$74.1M
| 3 | +1 | +50% | $299K |
|
10
Themes China Generative Artificial Intelligence ETF
DRGN
$19.4M
| 2 | +2 | – | $5.77M |
|
|
AICH
11
China AI ETF
AICH
| – | – | – | – |
|
|
DSC
12
DSC Holdings
DSC
$255M
| – | – | – | – |
|
|
LAIX
13
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
| – | – | – | – |
|
|
TGRZ
14
China AI Tigers LLM ETF
TGRZ
| – | – | – | – |
|