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
| $1.52B | +$34.2M | 3 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1.06B | +$33.6M | 3 | 0.06% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $769M | -$20.9M | 3 | 0.07% | Reduced |
|
| 4 |
Franklin Resources
San Mateo,
California
| $469M | -$48.9M | 1 | 0.23% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $467M | -$60.8M | 3 | 0.09% | Reduced |
|
| 6 |
Harris Associates
Chicago,
Illinois
| $462M | -$13.2M | 1 | 0.83% | Reduced |
|
| 7 |
Pzena Investment Management
New York
| $449M | +$1.43M | 1 | 2.46% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $398M | +$40M | 2 | 0.09% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $277M | +$3.6M | 3 | 0.13% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $273M | +$45.2M | 3 | 0.08% | Increased |
|
| 11 |
Wells Fargo
San Francisco,
California
| $259M | +$12.4M | 3 | 0.08% | Increased |
|
| 12 |
Adage Capital Partners
Boston,
Massachusetts
| $210M | +$147M | 1 | 0.51% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $197M | +$445K | 3 | 0.06% | Increased |
|
| 14 |
Neuberger Berman Group
New York
| $196M | -$1.88M | 2 | 0.25% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $161M | +$8.05M | 3 | 0.06% | Increased |
|
| 16 |
Wedge Capital Management
Charlotte,
North Carolina
| $160M | +$33.6M | 2 | 1.54% | Increased |
|
| 17 |
IC
Inverness Counsel
New York
| $146M | -$1.11M | 1 | 10.11% | Reduced |
|
| 18 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $144M | +$82.7M | 1 | 2.21% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $143M | +$1.78M | 3 | 0.06% | Increased |
|
| 20 |
TIAA CREF Investment Management
New York
| $141M | -$20.7M | 3 | 0.1% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $139M | +$29.1M | 3 | 0.04% | Increased |
|
| 22 |
Bessemer Group
Woodbridge,
New Jersey
| $128M | +$67.1M | 1 | 0.52% | Increased |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $121M | +$3.22M | 3 | 0.09% | Increased |
|
| 24 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $117M | +$28.7M | 4 | 0.08% | Increased |
|
| 25 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $116M | -$189K | 1 | 7.25% | Reduced |
|