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
| $2.05B | -$26.7M | 4 | 0.08% | Reduced |
|
| 2 |
BlackRock
New York
| $1.61B | -$12.3M | 4 | 0.07% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.15B | +$229M | 4 | 0.09% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $789M | +$23.9M | 4 | 0.15% | Increased |
|
| 5 |
Franklin Resources
San Mateo,
California
| $626M | -$56.1M | 2 | 0.31% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $506M | -$6.2M | 4 | 0.08% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $504M | +$45.9M | 1 | 0.59% | Increased |
|
| 8 |
Trian Fund Management
New York
| $477M | $0 | 1 | 4.61% | Maintained |
|
| 9 |
Pzena Investment Management
New York
| $467M | -$38.7M | 1 | 2.27% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $358M | +$4.15M | 4 | 0.14% | Increased |
|
| 11 |
Third Point
New York
| $354M | $0 | 1 | 2.48% | Maintained |
|
| 12 |
Wells Fargo
San Francisco,
California
| $310M | -$16.1M | 4 | 0.09% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $289M | +$4.8M | 4 | 0.07% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $282M | +$11.2M | 4 | 0.07% | Increased |
|
| 15 |
Harris Associates
Chicago,
Illinois
| $281M | -$61.2M | 1 | 0.44% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $231M | +$9.9M | 3 | 0.26% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $230M | +$4.73M | 4 | 0.06% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $191M | -$1.12M | 4 | 0.06% | Reduced |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $189M | +$21.2M | 4 | 0.12% | Increased |
|
| 20 |
Goldman Sachs
New York
| $182M | +$61M | 4 | 0.05% | Increased |
|
| 21 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $174M | +$37M | 2 | 1.01% | Increased |
|
| 22 |
IAM
Iridian Asset Management
Westport,
Connecticut
| $169M | -$6.53M | 1 | 1.7% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $168M | -$21.2M | 4 | 0.05% | Reduced |
|
| 24 |
Glenview Capital Management
New York
| $167M | -$5.75M | 1 | 1.06% | Reduced |
|
| 25 |
Wedge Capital Management
Charlotte,
North Carolina
| $165M | -$10M | 2 | 1.58% | Reduced |
|