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
| $2.18B | -$81.5M | 4 | 0.08% | Reduced |
|
| 2 |
BlackRock
New York
| $1.69B | -$4.57M | 4 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.07B | +$99.5M | 4 | 0.21% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.06B | +$29.9M | 4 | 0.08% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $509M | +$11.5M | 4 | 0.08% | Increased |
|
| 6 |
Boston Partners
Boston,
Massachusetts
| $493M | -$56.2M | 1 | 0.91% | Reduced |
|
| 7 |
Franklin Resources
San Mateo,
California
| $485M | -$560K | 2 | 0.25% | Reduced |
|
| 8 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $342M | +$11.8M | 3 | 1.43% | Increased |
|
| 9 |
Citadel Advisors
Miami,
Florida
| $336M | -$28M | 4 | 0.12% | Reduced |
|
| 10 |
Wells Fargo
San Francisco,
California
| $312M | -$178K | 4 | 0.09% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $305M | -$2.65M | 4 | 0.07% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $304M | +$6.3M | 4 | 0.13% | Increased |
|
| 13 |
American Century Companies
Kansas City,
Missouri
| $267M | -$13.4M | 3 | 0.25% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $256M | -$10M | 4 | 0.06% | Reduced |
|
| 15 |
Trian Fund Management
New York
| $232M | -$21.2M | 1 | 4.2% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $216M | +$19.8M | 4 | 0.06% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $206M | +$4.23M | 4 | 0.08% | Increased |
|
| 18 |
Neuberger Berman Group
New York
| $199M | +$9.69M | 3 | 0.25% | Increased |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| $190M | +$33.5M | 4 | 0.11% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $145M | +$3.84M | 4 | 0.04% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $140M | -$3.54M | 4 | 0.07% | Reduced |
|
| 22 |
IC
Inverness Counsel
New York
| $132M | -$44K | 1 | 6.56% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $127M | -$6.29M | 4 | 0.06% | Reduced |
|
| 24 |
Bessemer Group
Woodbridge,
New Jersey
| $119M | +$11.8M | 2 | 0.37% | Increased |
|
| 25 |
Wedge Capital Management
Charlotte,
North Carolina
| $107M | +$7.52M | 2 | 1.47% | Increased |
|