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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
Vanguard Group
Pennsylvania
$2.63B +$16.4M 4 0.09% Increased
2
BlackRock
BlackRock
New York
$2.08B +$59.5M 4 0.08% Increased
3
State Street
State Street
Massachusetts
$1.38B +$71.1M 4 0.09% Increased
4
JP Morgan Chase
JP Morgan Chase
New York
$1.14B +$39.9M 4 0.21% Increased
5
Boston Partners
Boston Partners
Massachusetts
$851M -$30.9M 1 1.13% Reduced
6
Bank of America
Bank of America
North Carolina
$602M -$139M 4 0.09% Reduced
7
Franklin Resources
Franklin Resources
California
$597M -$5.88M 2 0.31% Reduced
8
Wells Fargo
Wells Fargo
California
$395M -$8.6M 4 0.11% Reduced
9
Geode Capital Management
Geode Capital Management
Massachusetts
$352M +$13.4M 4 0.07% Increased
10
Trian Fund Management
Trian Fund Management
New York
$347M $0 1 3.66% Maintained
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$340M -$29.5M 4 0.12% Reduced
12
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$309M +$26.8M 3 1.49% Increased
13
Northern Trust
Northern Trust
Illinois
$307M -$12.2M 4 0.07% Reduced
14
Wellington Management Group
Wellington Management Group
Massachusetts
$300M -$58.1M 2 0.06% Reduced
15
American Century Companies
American Century Companies
Missouri
$262M +$7.72M 1 0.25% Increased
16
Citadel Advisors
Citadel Advisors
Florida
$256M -$69.2M 4 0.11% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$253M -$26M 4 0.07% Reduced
18
Nuveen
Nuveen
North Carolina
$240M +$8.1M 4 0.09% Increased
19
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$225M +$73.3M 4 0.03% Increased
20
Norges Bank
Norges Bank
Norway
$186M -$33M 4 0.05% Reduced
21
Neuberger Berman Group
Neuberger Berman Group
New York
$173M -$4.76M 4 0.2% Reduced
22
Charles Schwab
Charles Schwab
California
$170M +$4.84M 4 0.09% Increased
23
Adage Capital Partners
Adage Capital Partners
Massachusetts
$158M -$77.2M 2 0.39% Reduced
24
Legal & General Group
Legal & General Group
United Kingdom
$150M +$440K 4 0.07% Increased
25
AllianceBernstein
AllianceBernstein
Tennessee
$148M -$77M 4 0.08% Reduced