Liquid Cooling
Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.
9 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $6.96B | -$38.8M | 7 | 0.1% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $4.26B | +$24.2M | 5 | 0.09% | Increased |
|
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $3.59B | -$1.83M | 6 | 0.16% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $3.53B | -$84.2M | 7 | 0.2% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $3.04B | +$50.1M | 7 | 0.09% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.95B | -$36.4M | 6 | 0.08% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.91B | -$8.43M | 7 | 0.1% | Reduced |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $1.4B | -$269M | 4 | 0.24% | Reduced |
|
| 9 |
Franklin Resources
San Mateo,
California
| $1.33B | -$21.9M | 5 | 0.29% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $1.17B | +$94.7M | 8 | 0.06% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.09B | -$2.1M | 6 | 0.07% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $1.09B | +$132M | 6 | 0.09% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $1.05B | -$69.9M | 6 | 0.17% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $961M | +$913M | 4 | 0.1% | New |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $926M | -$117M | 4 | 0.17% | Reduced |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $910M | -$285M | 6 | 0.09% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $893M | -$95.4M | 6 | 0.21% | Reduced |
|
| 18 |
First Trust Advisors
Wheaton,
Illinois
| $885M | -$164M | 4 | 0.52% | Reduced |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $764M | -$45.3M | 6 | 0.09% | Reduced |
|
| 20 |
Jane Street
New York
| $704M | +$393M | 5 | 0.06% | Increased |
|
| 21 |
AQR Capital Management
Greenwich,
Connecticut
| $694M | +$8.43M | 5 | 0.24% | Increased |
|
| 22 |
Goldman Sachs
New York
| $677M | -$53.2M | 7 | 0.06% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $641M | -$28.9M | 6 | 0.09% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $639M | +$3.93M | 7 | 0.1% | Increased |
|
| 25 |
Millennium Management
New York
| $577M | -$507M | 5 | 0.21% | Reduced |
|