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
| $2.3B | -$87.5M | 4 | 0.08% | Reduced |
|
| 2 |
BlackRock
New York
| $1.83B | -$15.7M | 4 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.27B | +$62.7M | 4 | 0.21% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.1B | -$46M | 4 | 0.07% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $592M | +$21.2M | 4 | 0.08% | Increased |
|
| 6 |
Boston Partners
Boston,
Massachusetts
| $521M | -$32.5M | 1 | 0.95% | Reduced |
|
| 7 |
Franklin Resources
San Mateo,
California
| $475M | -$12.8M | 2 | 0.23% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $337M | +$2.58M | 4 | 0.07% | Increased |
|
| 9 |
Wells Fargo
San Francisco,
California
| $335M | -$11.3M | 4 | 0.09% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $334M | +$5.29M | 4 | 0.14% | Increased |
|
| 11 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $313M | -$59.8M | 3 | 1.13% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $277M | -$5.42M | 4 | 0.06% | Reduced |
|
| 13 |
American Century Companies
Kansas City,
Missouri
| $266M | +$14.4M | 3 | 0.24% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $241M | +$11.2M | 4 | 0.09% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $233M | -$4.79M | 4 | 0.06% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $222M | +$1.34M | 3 | 0.26% | Increased |
|
| 17 |
Citadel Advisors
Miami,
Florida
| $212M | -$156M | 4 | 0.06% | Reduced |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $210M | -$2.75M | 4 | 0.11% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $162M | +$5.78M | 4 | 0.04% | Increased |
|
| 20 |
Bessemer Group
Woodbridge,
New Jersey
| $157M | +$23.9M | 2 | 0.47% | Increased |
|
| 21 |
IC
Inverness Counsel
New York
| $147M | -$1.05M | 1 | 6.56% | Reduced |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $139M | -$1.6M | 4 | 0.06% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $139M | -$12.1M | 4 | 0.06% | Reduced |
|
| 24 |
Adage Capital Partners
Boston,
Massachusetts
| $121M | +$18.6M | 2 | 0.3% | Increased |
|
| 25 |
D.E. Shaw & Co
New York
| $120M | +$24.2M | 4 | 0.12% | Increased |
|