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
2,066
Funds Holding Change
+105
Funds Holding Growth
+5%
Value
$278B
Holding in Top 10
322
Top 10 Change
-71
Top 10 Growth
-18%
Value Growth
-21%
New
360
Increased
898
Reduced
650
Closed
222
Capital Inflow
$21.1B
Capital Outflow
$46.9B
Net Capital Flow
-$25.8B
Capital Flow Change
-$5.12B
Calls
$37.4B
Puts
$33.4B
Net Calls
+$3.99B
Put/Call Ratio
0.89