← All themes Artificial Intelligence

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 1,474
Funds Holding Change +95
Funds Holding Growth +7%
Value $228B
Holding in Top 10 256
Top 10 Change +6
Top 10 Growth +2%
Value Growth +4%
New 193
Increased 660
Reduced 467
Closed 84
Capital Inflow $14.9B
Capital Outflow $13.9B
Net Capital Flow +$1.01B
Capital Flow Change +$2.05B
Calls $10.4B
Puts $14B
Net Calls -$3.6B
Put/Call Ratio 1.35