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
| $1.93B | +$25M | 3 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1.29B | +$37.8M | 3 | 0.06% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $951M | +$343M | 3 | 0.2% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $904M | -$15.1M | 3 | 0.07% | Reduced |
|
| 5 |
Pzena Investment Management
New York
| $600M | +$31.5M | 1 | 2.94% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $584M | -$2.25M | 1 | 0.28% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $545M | -$82.1M | 3 | 0.09% | Reduced |
|
| 8 |
Harris Associates
Chicago,
Illinois
| $473M | -$21.8M | 1 | 0.77% | Reduced |
|
| 9 |
Wells Fargo
San Francisco,
California
| $356M | +$22.3M | 3 | 0.1% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $329M | +$402K | 3 | 0.14% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $315M | -$11.2M | 3 | 0.08% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $266M | +$79.8M | 3 | 0.1% | Increased |
|
| 13 |
Goldman Sachs
New York
| $265M | +$61M | 3 | 0.06% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $253M | +$602K | 3 | 0.06% | Increased |
|
| 15 |
Wedge Capital Management
Charlotte,
North Carolina
| $193M | -$2.79M | 2 | 1.73% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $188M | +$6.64M | 3 | 0.06% | Increased |
|
| 17 |
Barclays
London,
United Kingdom
| $174M | +$32M | 3 | 0.14% | Increased |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $169M | +$12M | 3 | 0.12% | Increased |
|
| 19 |
Third Point
New York
| $167M | $0 | 1 | 1.2% | Maintained |
|
| 20 |
Neuberger Berman Group
New York
| $161M | -$20.3M | 2 | 0.18% | Reduced |
|
| 21 |
Bessemer Group
Woodbridge,
New Jersey
| $160M | -$6.63M | 1 | 0.62% | Reduced |
|
| 22 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $151M | -$13M | 1 | 2.43% | Reduced |
|
| 23 |
Putnam Investments
Boston,
Massachusetts
| $147M | +$32.1M | 1 | 0.33% | Increased |
|
| 24 |
Millennium Management
New York
| $141M | -$9M | 2 | 0.2% | Reduced |
|
| 25 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $140M | +$41.2M | 2 | 0.4% | Increased |
|