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
| $2.99B | +$13.2M | 4 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $2.39B | +$26.3M | 4 | 0.07% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $1.72B | +$79.8M | 4 | 0.23% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.21B | -$250M | 4 | 0.07% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $702M | -$30.6M | 4 | 0.08% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $622M | -$12.6M | 2 | 0.25% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $616M | +$28.6M | 1 | 0.83% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $463M | +$12.7M | 4 | 0.07% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $448M | -$9.44M | 4 | 0.15% | Reduced |
|
| 10 |
Wells Fargo
San Francisco,
California
| $391M | -$48.1M | 5 | 0.09% | Reduced |
|
| 11 |
American Century Companies
Kansas City,
Missouri
| $382M | -$14.4M | 4 | 0.28% | Reduced |
|
| 12 |
Nuveen
Charlotte,
North Carolina
| $377M | +$68.5M | 4 | 0.12% | Increased |
|
| 13 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $359M | -$5.45M | 3 | 0.96% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $343M | -$6.72M | 4 | 0.06% | Reduced |
|
| 15 |
Neuberger Berman Group
New York
| $328M | +$33.2M | 3 | 0.31% | Increased |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $314M | +$77.2M | 4 | 0.14% | Increased |
|
| 17 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $290M | +$213M | 2 | 2.17% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $284M | +$1.59M | 4 | 0.06% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $222M | +$7.06M | 4 | 0.05% | Increased |
|
| 20 |
Bessemer Group
Woodbridge,
New Jersey
| $191M | +$4.45M | 2 | 0.46% | Increased |
|
| 21 |
Citadel Advisors
Miami,
Florida
| $191M | +$23.4M | 5 | 0.05% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $190M | +$18.9M | 4 | 0.05% | Increased |
|
| 23 |
IC
Inverness Counsel
New York
| $189M | +$4.29M | 1 | 7.8% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $183M | +$649K | 4 | 0.07% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $169M | -$16.9M | 4 | 0.06% | Reduced |
|