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
| $1.79B | +$53.5M | 4 | 0.07% | Increased |
|
| 2 |
BlackRock
New York
| $1.42B | +$248M | 4 | 0.07% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $783M | +$26.1M | 4 | 0.07% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $632M | -$154M | 4 | 0.13% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $584M | +$62.6M | 2 | 0.3% | Increased |
|
| 6 |
Trian Fund Management
New York
| $441M | +$457M | 1 | 4.28% | New |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $428M | -$384K | 4 | 0.07% | Reduced |
|
| 8 |
Pzena Investment Management
New York
| $420M | -$106M | 1 | 2.11% | Reduced |
|
| 9 |
Boston Partners
Boston,
Massachusetts
| $376M | +$162M | 1 | 0.45% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $327M | +$30.7M | 4 | 0.13% | Increased |
|
| 11 |
Third Point
New York
| $293M | -$65.3M | 1 | 2.04% | Reduced |
|
| 12 |
Harris Associates
Chicago,
Illinois
| $286M | -$72.2M | 1 | 0.46% | Reduced |
|
| 13 |
Wells Fargo
San Francisco,
California
| $274M | -$37.6M | 4 | 0.08% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $245M | +$23.9M | 4 | 0.06% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $230M | -$118M | 4 | 0.06% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $194M | +$17.6M | 4 | 0.06% | Increased |
|
| 17 |
ClearBridge Investments
New York
| $191M | +$20.4M | 2 | 0.16% | Increased |
|
| 18 |
Neuberger Berman Group
New York
| $190M | +$62.6M | 3 | 0.21% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $169M | -$27.2M | 4 | 0.06% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $167M | +$77.9M | 4 | 0.06% | Increased |
|
| 21 |
IAM
Iridian Asset Management
Westport,
Connecticut
| $163M | +$168M | 1 | 1.5% | New |
|
| 22 |
Glenview Capital Management
New York
| $160M | +$166M | 1 | 1.09% | New |
|
| 23 |
Wedge Capital Management
Charlotte,
North Carolina
| $152M | -$14.3M | 2 | 1.49% | Reduced |
|
| 24 |
Gates Capital Management
New York
| $143M | +$150M | 1 | 4.03% | New |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $138M | -$17.6M | 4 | 0.1% | Reduced |
|