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
| $1.98B | +$52.3M | 4 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $1.48B | -$90.4M | 4 | 0.07% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $900M | -$125M | 4 | 0.08% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $844M | +$14.5M | 4 | 0.2% | Increased |
|
| 5 |
Boston Partners
Boston,
Massachusetts
| $480M | -$176M | 1 | 0.95% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $433M | -$7.93M | 5 | 0.08% | Reduced |
|
| 7 |
Franklin Resources
San Mateo,
California
| $398M | -$33.3M | 2 | 0.27% | Reduced |
|
| 8 |
Citadel Advisors
Miami,
Florida
| $320M | +$176M | 4 | 0.14% | Increased |
|
| 9 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $294M | +$13.5M | 3 | 1.68% | Increased |
|
| 10 |
Wells Fargo
San Francisco,
California
| $272M | -$24M | 4 | 0.09% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $269M | +$12.2M | 4 | 0.07% | Increased |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $256M | +$2.21M | 4 | 0.13% | Increased |
|
| 13 |
American Century Companies
Kansas City,
Missouri
| $252M | +$110M | 2 | 0.3% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $232M | +$5.5M | 4 | 0.07% | Increased |
|
| 15 |
Trian Fund Management
New York
| $229M | +$90K | 1 | 3.3% | Increased |
|
| 16 |
Adage Capital Partners
Boston,
Massachusetts
| $190M | +$99.6M | 2 | 0.57% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $175M | -$300K | 4 | 0.09% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $171M | -$20.1M | 4 | 0.06% | Reduced |
|
| 19 |
Neuberger Berman Group
New York
| $168M | +$3.18M | 2 | 0.26% | Increased |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $135M | +$33.9M | 4 | 0.1% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $125M | +$1.99M | 4 | 0.07% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $124M | -$14.3M | 4 | 0.04% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $116M | +$7.81M | 4 | 0.07% | Increased |
|
| 24 |
IC
Inverness Counsel
New York
| $115M | +$25.6M | 1 | 7.19% | Increased |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| $107M | -$71.8M | 4 | 0.02% | Reduced |
|