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
2,052
Funds Holding Change
-14
Funds Holding Growth
-0.7%
Value
$243B
Holding in Top 10
282
Top 10 Change
-40
Top 10 Growth
-12%
Value Growth
-13%
New
222
Increased
869
Reduced
779
Closed
213
Capital Inflow
$23.9B
Capital Outflow
$54.6B
Net Capital Flow
-$30.6B
Capital Flow Change
-$4.9B
Calls
$32.3B
Puts
$30.5B
Net Calls
+$1.82B
Put/Call Ratio
0.94