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
386
Funds Holding Change
+386
Funds Holding Growth
–
Value
$20.8B
Holding in Top 10
26
Top 10 Change
+26
Top 10 Growth
–
Value Growth
–
New
386
Increased
–
Reduced
–
Closed
–
Capital Inflow
$20.3B
Capital Outflow
$0
Net Capital Flow
+$20.3B
Capital Flow Change
+$20.3B
Calls
$481M
Puts
$644M
Net Calls
-$163M
Put/Call Ratio
1.34