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
Increased
Maintained
Reduced
Closed
Funds Holding
539
Funds Holding Change
+33
Funds Holding Growth
+7%
Value
$42.6B
Holding in Top 10
57
Top 10 Change
+4
Top 10 Growth
+8%
Value Growth
+24%
New
100
Increased
177
Reduced
187
Closed
65
Capital Inflow
$4.45B
Capital Outflow
$3.68B
Net Capital Flow
+$766M
Capital Flow Change
+$964M
Calls
$1.79B
Puts
$1.48B
Net Calls
+$318M
Put/Call Ratio
0.82