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
| $3.44B | +$63.2M | 4 | 0.09% | Increased |
|
| 2 |
BlackRock
New York
| $2.53B | -$20.4M | 4 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.78B | -$149M | 4 | 0.22% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.33B | -$24.4M | 4 | 0.07% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $856M | +$81.2M | 4 | 0.09% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $698M | -$6.77M | 2 | 0.26% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $677M | -$27.8M | 1 | 0.86% | Reduced |
|
| 8 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $638M | +$379M | 4 | 0.54% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $541M | +$13.8M | 4 | 0.07% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $470M | -$584K | 4 | 0.15% | Reduced |
|
| 11 |
Wells Fargo
San Francisco,
California
| $431M | +$31.4M | 5 | 0.09% | Increased |
|
| 12 |
Nuveen
Charlotte,
North Carolina
| $381M | -$44.5M | 4 | 0.12% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $372M | +$4.16M | 4 | 0.07% | Increased |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $368M | +$13.4M | 4 | 0.15% | Increased |
|
| 15 |
American Century Companies
Kansas City,
Missouri
| $361M | -$71.8M | 4 | 0.25% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $331M | +$11.5M | 3 | 0.29% | Increased |
|
| 17 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $325M | +$2.54M | 2 | 2.42% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $313M | +$1.94M | 4 | 0.06% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $296M | +$68.1M | 3 | 0.07% | Increased |
|
| 20 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $288M | -$42.6M | 3 | 0.7% | Reduced |
|
| 21 |
Invesco
Atlanta,
Georgia
| $231M | +$21.8M | 4 | 0.06% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $219M | +$9.82M | 4 | 0.07% | Increased |
|
| 23 |
IC
Inverness Counsel
New York
| $192M | -$19.5M | 1 | 7.06% | Reduced |
|
| 24 |
Morgan Stanley
New York
| $190M | +$25.9M | 4 | 0.03% | Increased |
|
| 25 |
Bessemer Group
Woodbridge,
New Jersey
| $187M | -$34.8M | 2 | 0.4% | Reduced |
|