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
| $4.07B | +$49.1M | 4 | 0.09% | Increased |
|
| 2 |
BlackRock
New York
| $3.02B | +$49.4M | 4 | 0.08% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $2.08B | +$9.83M | 4 | 0.24% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.56B | +$8.27M | 4 | 0.07% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $948M | -$48.3M | 4 | 0.09% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $805M | -$11M | 2 | 0.29% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $773M | -$16.2M | 1 | 0.93% | Reduced |
|
| 8 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $699M | -$43M | 4 | 0.58% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $647M | +$13.7M | 4 | 0.08% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $530M | -$12.1M | 4 | 0.16% | Reduced |
|
| 11 |
Wells Fargo
San Francisco,
California
| $504M | +$282K | 5 | 0.13% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $440M | +$4.96M | 4 | 0.07% | Increased |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $430M | -$13.3M | 4 | 0.13% | Reduced |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $418M | -$10.9M | 4 | 0.15% | Reduced |
|
| 15 |
Neuberger Berman Group
New York
| $405M | +$7.17M | 3 | 0.32% | Increased |
|
| 16 |
American Century Companies
Kansas City,
Missouri
| $372M | -$48.4M | 4 | 0.24% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $361M | -$4.32M | 4 | 0.07% | Reduced |
|
| 18 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $353M | -$25.8M | 2 | 2.6% | Reduced |
|
| 19 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $349M | -$1.27M | 3 | 0.8% | Reduced |
|
| 20 |
Norges Bank
Oslo,
Norway
| $339M | -$8.01M | 3 | 0.07% | Reduced |
|
| 21 |
Invesco
Atlanta,
Georgia
| $270M | +$1.88M | 4 | 0.07% | Increased |
|
| 22 |
Morgan Stanley
New York
| $257M | +$32M | 4 | 0.03% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $251M | -$4.73M | 4 | 0.08% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $216M | +$5.65M | 4 | 0.06% | Increased |
|
| 25 |
Bessemer Group
Woodbridge,
New Jersey
| $202M | -$15M | 2 | 0.41% | Reduced |
|