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
New
Closed
Net new
Funds Holding
953
Funds Holding Change
+162
Funds Holding Growth
+20%
Value
$95.4B
Holding in Top 10
140
Top 10 Change
+19
Top 10 Growth
+16%
Value Growth
+13%
New
256
Increased
380
Reduced
244
Closed
78
Capital Inflow
$14.8B
Capital Outflow
$11.5B
Net Capital Flow
+$3.26B
Capital Flow Change
-$32.2B
Calls
$4.89B
Puts
$5.43B
Net Calls
-$540M
Put/Call Ratio
1.11