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
928
Funds Holding Change
-25
Funds Holding Growth
-3%
Value
$90.4B
Holding in Top 10
122
Top 10 Change
-18
Top 10 Growth
-13%
Value Growth
-5%
New
138
Increased
419
Reduced
270
Closed
151
Capital Inflow
$17.8B
Capital Outflow
$9.47B
Net Capital Flow
+$8.33B
Capital Flow Change
+$5.08B
Calls
$4.28B
Puts
$5.03B
Net Calls
-$751M
Put/Call Ratio
1.18