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
Inflow
Outflow
Net flow
Funds Holding
1,675
Funds Holding Change
-367
Funds Holding Growth
-18%
Value
$111B
Holding in Top 10
149
Top 10 Change
-107
Top 10 Growth
-42%
Value Growth
-40%
New
125
Increased
559
Reduced
819
Closed
466
Capital Inflow
$18.4B
Capital Outflow
$34.3B
Net Capital Flow
-$15.9B
Capital Flow Change
+$37.7B
Calls
$27.5B
Puts
$30.9B
Net Calls
-$3.45B
Put/Call Ratio
1.13