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
1,321
Funds Holding Change
-14
Funds Holding Growth
-1%
Value
$34.4B
Holding in Top 10
80
Top 10 Change
-13
Top 10 Growth
-14%
Value Growth
-26%
New
224
Increased
404
Reduced
503
Closed
212
Capital Inflow
$5.39B
Capital Outflow
$8.61B
Net Capital Flow
-$3.21B
Capital Flow Change
-$5.1B
Calls
$11.6B
Puts
$7.44B
Net Calls
+$4.17B
Put/Call Ratio
0.64