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
| $2.71B | -$9.71M | 4 | 0.08% | Reduced |
|
| 2 |
BlackRock
New York
| $2.15B | -$13.8M | 4 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.5B | +$23.6M | 4 | 0.22% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.33B | +$16M | 4 | 0.08% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $676M | -$14.4M | 4 | 0.09% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $571M | +$1.01M | 2 | 0.24% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $539M | -$63.9M | 1 | 0.84% | Reduced |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $411M | -$3.27M | 4 | 0.15% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $409M | +$7.41M | 4 | 0.07% | Increased |
|
| 10 |
Wells Fargo
San Francisco,
California
| $406M | +$13.6M | 5 | 0.1% | Increased |
|
| 11 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $347M | +$179K | 3 | 1% | Increased |
|
| 12 |
American Century Companies
Kansas City,
Missouri
| $332M | -$16.2M | 2 | 0.26% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $320M | -$9.02M | 4 | 0.06% | Reduced |
|
| 14 |
Adage Capital Partners
Boston,
Massachusetts
| $297M | +$145M | 2 | 0.65% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $274M | -$10.2M | 4 | 0.09% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $273M | +$24.1M | 3 | 0.28% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $257M | -$16.7M | 4 | 0.06% | Reduced |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $212M | -$31M | 4 | 0.1% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $193M | +$114K | 4 | 0.05% | Increased |
|
| 20 |
Bessemer Group
Woodbridge,
New Jersey
| $172M | -$11.2M | 2 | 0.45% | Reduced |
|
| 21 |
IC
Inverness Counsel
New York
| $170M | -$1.41M | 1 | 6.93% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $169M | -$837K | 4 | 0.07% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $167M | +$3.87M | 4 | 0.07% | Increased |
|
| 24 |
Morgan Stanley
New York
| $158M | +$32.5M | 4 | 0.02% | Increased |
|
| 25 |
Invesco
Atlanta,
Georgia
| $152M | +$26.9M | 4 | 0.04% | Increased |
|