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
1,048
Funds Holding Change
+69
Funds Holding Growth
+7%
Value
$135B
Holding in Top 10
185
Top 10 Change
+30
Top 10 Growth
+19%
Value Growth
+21%
New
149
Increased
438
Reduced
330
Closed
66
Capital Inflow
$16.7B
Capital Outflow
$5.63B
Net Capital Flow
+$11.1B
Capital Flow Change
+$8.84B
Calls
$3.96B
Puts
$5.31B
Net Calls
-$1.35B
Put/Call Ratio
1.34