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
Increased
Reduced
Net increased
Funds Holding
1,367
Funds Holding Change
-119
Funds Holding Growth
-8%
Value
$30.5B
Holding in Top 10
66
Top 10 Change
-10
Top 10 Growth
-13%
Value Growth
-22%
New
144
Increased
486
Reduced
470
Closed
245
Capital Inflow
$6.62B
Capital Outflow
$7.76B
Net Capital Flow
-$1.14B
Capital Flow Change
+$326M
Calls
$10.9B
Puts
$9.25B
Net Calls
+$1.64B
Put/Call Ratio
0.85