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
| $3.55B | +$50.6M | 4 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $2.58B | +$26.7M | 4 | 0.07% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $1.91B | +$118M | 4 | 0.23% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.32B | -$28.8M | 4 | 0.07% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $788M | -$31M | 4 | 0.08% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $736M | +$30.4M | 2 | 0.29% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $678M | +$10.1M | 2 | 0.82% | Increased |
|
| 8 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $600M | -$9.4M | 4 | 0.46% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $556M | +$2.09M | 5 | 0.07% | Increased |
|
| 10 |
Wells Fargo
San Francisco,
California
| $453M | +$20.2M | 5 | 0.12% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $452M | +$2.97M | 4 | 0.14% | Increased |
|
| 12 |
Neuberger Berman Group
New York
| $413M | +$93.4M | 3 | 0.35% | Increased |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $401M | +$23M | 4 | 0.13% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $369M | -$7.11M | 4 | 0.06% | Reduced |
|
| 15 |
AllianceBernstein
Nashville,
Tennessee
| $365M | +$4.02M | 4 | 0.14% | Increased |
|
| 16 |
American Century Companies
Kansas City,
Missouri
| $331M | -$8.37M | 3 | 0.23% | Reduced |
|
| 17 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $330M | +$20.7M | 2 | 2.66% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $305M | -$4.83M | 4 | 0.06% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $290M | -$2.13M | 3 | 0.06% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $246M | +$15.6M | 4 | 0.06% | Increased |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $224M | +$8.61M | 4 | 0.07% | Increased |
|
| 22 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $213M | -$35.2M | 3 | 0.57% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $190M | +$5.12M | 4 | 0.06% | Increased |
|
| 24 |
Morgan Stanley
New York
| $184M | -$32.9M | 4 | 0.02% | Reduced |
|
| 25 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $169M | -$464K | 1 | 0.45% | Reduced |
|