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
970
Funds Holding Change
+87
Funds Holding Growth
+10%
Value
$130B
Holding in Top 10
165
Top 10 Change
+40
Top 10 Growth
+32%
Value Growth
+38%
New
155
Increased
423
Reduced
304
Closed
55
Capital Inflow
$18.2B
Capital Outflow
$7.15B
Net Capital Flow
+$11.1B
Capital Flow Change
+$3.44B
Calls
$7.7B
Puts
$5.89B
Net Calls
+$1.81B
Put/Call Ratio
0.76