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
807
Funds Holding Change
-113
Funds Holding Growth
-12%
Value
$62.1B
Holding in Top 10
88
Top 10 Change
-23
Top 10 Growth
-21%
Value Growth
-31%
New
77
Increased
319
Reduced
311
Closed
184
Capital Inflow
$13.5B
Capital Outflow
$15.3B
Net Capital Flow
-$1.8B
Capital Flow Change
-$4.03B
Calls
$4.52B
Puts
$4.05B
Net Calls
+$470M
Put/Call Ratio
0.9