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
883
Funds Holding Change
-47
Funds Holding Growth
-5%
Value
$94.2B
Holding in Top 10
125
Top 10 Change
+3
Top 10 Growth
+2%
Value Growth
+2%
New
85
Increased
373
Reduced
314
Closed
122
Capital Inflow
$15.5B
Capital Outflow
$7.9B
Net Capital Flow
+$7.62B
Capital Flow Change
+$10.1B
Calls
$4.99B
Puts
$4.26B
Net Calls
+$721M
Put/Call Ratio
0.86