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 |
Vanguard Group
Malvern,
Pennsylvania
| $1.47B | +$70.4M | 3 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1B | +$940M | 3 | 0.06% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $786M | -$35.9M | 3 | 0.07% | Reduced |
|
| 4 |
Bank of America
Charlotte,
North Carolina
| $528M | +$45.1M | 4 | 0.11% | Increased |
|
| 5 |
Franklin Resources
San Mateo,
California
| $519M | -$11.8M | 1 | 0.26% | Reduced |
|
| 6 |
Harris Associates
Chicago,
Illinois
| $476M | -$2.1M | 1 | 0.87% | Reduced |
|
| 7 |
Pzena Investment Management
New York
| $448M | -$3.7M | 1 | 2.53% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $359M | +$27.3M | 3 | 0.08% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $254M | -$1.75M | 3 | 0.12% | Reduced |
|
| 10 |
Wells Fargo
San Francisco,
California
| $247M | +$22.3M | 3 | 0.08% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $226M | +$7.56M | 3 | 0.06% | Increased |
|
| 12 |
Neuberger Berman Group
New York
| $192M | -$1.93M | 2 | 0.25% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $192M | +$3.66M | 3 | 0.06% | Increased |
|
| 14 |
TIAA CREF Investment Management
New York
| $161M | -$38.4M | 3 | 0.12% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $152M | -$14.4M | 3 | 0.06% | Reduced |
|
| 16 |
IC
Inverness Counsel
New York
| $145M | +$75.1M | 1 | 10.11% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $139M | +$11.4M | 3 | 0.06% | Increased |
|
| 18 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $124M | -$15.5M | 1 | 0.37% | Reduced |
|
| 19 |
Wedge Capital Management
Charlotte,
North Carolina
| $124M | -$2.19M | 1 | 1.19% | Reduced |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $117M | +$196K | 3 | 0.09% | Increased |
|
| 21 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| $116M | +$7.24M | 1 | 1.53% | Increased |
|
| 22 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $112M | +$110K | 1 | 7.31% | Increased |
|
| 23 |
Goldman Sachs
New York
| $109M | -$1.8M | 3 | 0.03% | Reduced |
|
| 24 |
Williams Jones & Associates
New York
| $108M | -$2.71M | 1 | 2.82% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $91.4M | -$4.47M | 3 | 0.03% | Reduced |
|