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
| $1.9B | +$7.14M | 3 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1.3B | +$24.9M | 3 | 0.06% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $845M | -$82.8M | 3 | 0.18% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $824M | -$62.1M | 3 | 0.07% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $567M | -$1.32M | 1 | 0.29% | Reduced |
|
| 6 |
Pzena Investment Management
New York
| $565M | -$19.2M | 1 | 2.87% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $465M | -$67.7M | 3 | 0.08% | Reduced |
|
| 8 |
Harris Associates
Chicago,
Illinois
| $385M | -$77.4M | 1 | 0.64% | Reduced |
|
| 9 |
Third Point
New York
| $385M | +$230M | 1 | 2.89% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $374M | +$67.1M | 3 | 0.1% | Increased |
|
| 11 |
Wells Fargo
San Francisco,
California
| $337M | -$10.7M | 3 | 0.1% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $333M | +$1.37M | 3 | 0.14% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $244M | -$5.35M | 3 | 0.06% | Reduced |
|
| 14 |
Boston Partners
Boston,
Massachusetts
| $240M | +$248M | 1 | 0.29% | New |
|
| 15 |
Norges Bank
Oslo,
Norway
| $213M | -$49.5M | 3 | 0.08% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $193M | +$8.67M | 3 | 0.06% | Increased |
|
| 17 |
Wedge Capital Management
Charlotte,
North Carolina
| $181M | -$9.19M | 2 | 1.73% | Reduced |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $168M | +$4.06M | 3 | 0.12% | Increased |
|
| 19 |
Bessemer Group
Woodbridge,
New Jersey
| $159M | +$3.87M | 1 | 0.62% | Increased |
|
| 20 |
Neuberger Berman Group
New York
| $152M | -$17.3M | 2 | 0.17% | Reduced |
|
| 21 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $142M | +$50.9M | 4 | 0.07% | Increased |
|
| 22 |
Wellington Management Group
Boston,
Massachusetts
| $123M | -$9.12M | 2 | 0.03% | Reduced |
|
| 23 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $123M | +$10.9K | 1 | 7.37% | Increased |
|
| 24 |
Goldman Sachs
New York
| $120M | -$143M | 3 | 0.03% | Reduced |
|
| 25 |
Millennium Management
New York
| $112M | -$28.2M | 2 | 0.15% | Reduced |
|