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
| $1.73B | +$15.1M | 3 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1.14B | -$28.5M | 3 | 0.06% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $835M | -$32.2M | 3 | 0.07% | Reduced |
|
| 4 |
Bank of America
Charlotte,
North Carolina
| $572M | +$40.2M | 3 | 0.09% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $534M | +$75.3M | 3 | 0.12% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $531M | -$3.87M | 1 | 0.26% | Reduced |
|
| 7 |
Pzena Investment Management
New York
| $513M | +$1.25M | 1 | 2.71% | Increased |
|
| 8 |
Harris Associates
Chicago,
Illinois
| $449M | -$73.4M | 1 | 0.76% | Reduced |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $304M | -$476K | 3 | 0.13% | Reduced |
|
| 10 |
Wells Fargo
San Francisco,
California
| $301M | +$6.99M | 3 | 0.09% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $297M | -$6.98M | 3 | 0.08% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $230M | +$9.03M | 3 | 0.06% | Increased |
|
| 13 |
Goldman Sachs
New York
| $182M | +$22.6M | 3 | 0.04% | Increased |
|
| 14 |
Wedge Capital Management
Charlotte,
North Carolina
| $179M | -$4.02M | 2 | 1.66% | Reduced |
|
| 15 |
Neuberger Berman Group
New York
| $169M | -$25M | 2 | 0.21% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $166M | -$14.8M | 3 | 0.06% | Reduced |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $165M | +$4.63M | 3 | 0.06% | Increased |
|
| 18 |
Third Point
New York
| $151M | +$142M | 1 | 1.27% | New |
|
| 19 |
Bessemer Group
Woodbridge,
New Jersey
| $151M | +$4.37M | 1 | 0.6% | Increased |
|
| 20 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $149M | -$14.5M | 1 | 2.39% | Reduced |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $142M | +$4.37M | 3 | 0.11% | Increased |
|
| 22 |
Millennium Management
New York
| $138M | +$91.2M | 2 | 0.21% | Increased |
|
| 23 |
Barclays
London,
United Kingdom
| $127M | +$112M | 3 | 0.13% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $125M | -$32.7M | 3 | 0.09% | Reduced |
|
| 25 |
Wellington Management Group
Boston,
Massachusetts
| $115M | +$23.9M | 2 | 0.03% | Increased |
|