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Sovereign AI

Sovereign AI is the push by governments to own model training capacity inside their own borders, for reasons of security, language, and industrial policy. It turns national budgets into orders for compute, power, and systems integration.

1 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
26
Hood River Capital Management
Hood River Capital Management
Florida
$7M -$3.09M 1 0.05% Reduced
27
Jane Street
Jane Street
New York
$6.63M +$4.42M 1 0% New
28
Moore Capital Management
Moore Capital Management
New York
$6.58M +$4.39M 1 0.1% New
29
Compass Rose Asset Management
Compass Rose Asset Management
New York
$6.16M +$4.11M 1 0.17% New
30
GD
Galaxy Digital
New York
$6.16M -$8.59M 1 0.36% Reduced
31
Soros Fund Management
Soros Fund Management
New York
$6.16M +$4.11M 1 0.08% New
32
JP Morgan Chase
JP Morgan Chase
New York
$5.8M +$4.04M 1 0% New
33
Geode Capital Management
Geode Capital Management
Massachusetts
$5.59M +$3.73M 1 0% New
34
BGM
Burkehill Global Management
New York
$5.57M +$4.11M 1 0.2% New
35
State Street
State Street
Massachusetts
$5.54M +$3.69M 1 0% New
36
Element Capital Management
Element Capital Management
New York
$5.1M +$3.4M 1 0.16% New
37
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$4.23M +$2.82M 1 0.05% New
38
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.17M +$2.78M 1 0% New
39
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.93M +$2.62M 1 0% New
40
Laurion Capital Management
Laurion Capital Management
New York
$3.7M +$2.46M 1 0.09% New
41
Jump Financial
Jump Financial
Illinois
$3.63M +$2.42M 1 0.03% New
42
FCM
FirstWave Capital Management
Florida
$3.53M +$2.35M 1 1.56% New
43
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$3.47M +$2.31M 1 0.11% New
44
BCM
Beartown Capital Management
Michigan
$3.13M +$2.09M 1 1.38% New
45
LCM
LuminArx Capital Management
New York
$3.08M +$1.22M 1 1.37% Increased
46
DI
Deeter Investments
Texas
$2.55M +$1.7M 1 0.35% New
47
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$2.51M +$1.67M 1 0% New
48
PLC
Pillsbury Lake Capital
California
$2.43M +$1.62M 1 0.66% New
49
GIA
Gladstone Institutional Advisory
Florida
$2.28M +$1.52M 1 0.07% New
50
XTX Topco
XTX Topco
Cayman Islands
$2.28M +$1.52M 1 0.03% New
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