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
| $2.38B | +$17.2M | 4 | 0.09% | Increased |
|
| 2 |
BlackRock
New York
| $1.97B | +$36.7M | 4 | 0.08% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.16B | -$111M | 4 | 0.09% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $847M | +$33.9M | 4 | 0.17% | Increased |
|
| 5 |
Boston Partners
Boston,
Massachusetts
| $771M | +$5.22M | 1 | 1.01% | Increased |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $568M | +$6.97M | 4 | 0.09% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $549M | -$16.7M | 2 | 0.29% | Reduced |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $377M | -$12.6M | 4 | 0.15% | Reduced |
|
| 9 |
Wells Fargo
San Francisco,
California
| $366M | +$15.4M | 4 | 0.1% | Increased |
|
| 10 |
Trian Fund Management
New York
| $336M | -$103M | 1 | 3.55% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $302M | +$11.2M | 4 | 0.07% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $297M | -$1.72M | 4 | 0.07% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $286M | -$12.7M | 4 | 0.08% | Reduced |
|
| 14 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $277M | +$47.9M | 3 | 1.46% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $235M | +$226M | 4 | 0.09% | Increased |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $233M | -$12.1M | 4 | 0.14% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $186M | -$1.36M | 4 | 0.06% | Reduced |
|
| 18 |
Neuberger Berman Group
New York
| $182M | -$22.2M | 4 | 0.22% | Reduced |
|
| 19 |
Citadel Advisors
Miami,
Florida
| $166M | +$132M | 4 | 0.08% | Increased |
|
| 20 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $165M | +$746K | 1 | 8.16% | Increased |
|
| 21 |
American Century Companies
Kansas City,
Missouri
| $148M | +$18.6M | 1 | 0.15% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $147M | +$18M | 4 | 0.09% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $142M | +$7.97M | 4 | 0.08% | Increased |
|
| 24 |
AQR Capital Management
Greenwich,
Connecticut
| $134M | -$10.6M | 4 | 0.15% | Reduced |
|
| 25 |
Bessemer Group
Woodbridge,
New Jersey
| $134M | +$321K | 2 | 0.45% | Increased |
|