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
| $2.92B | +$35.8M | 4 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $2.08B | -$76.7M | 5 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.65B | +$182M | 4 | 0.23% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.04B | -$18.3M | 4 | 0.06% | Reduced |
|
| 5 |
Boston Partners
Boston,
Massachusetts
| $624M | +$107M | 2 | 0.87% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $602M | +$9.26M | 2 | 0.3% | Increased |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $600M | -$15.2M | 4 | 0.07% | Reduced |
|
| 8 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $475M | -$814K | 4 | 0.53% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $468M | +$17.6M | 5 | 0.07% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $391M | -$4.84M | 4 | 0.14% | Reduced |
|
| 11 |
Neuberger Berman Group
New York
| $355M | -$25.5M | 3 | 0.36% | Reduced |
|
| 12 |
American Century Companies
Kansas City,
Missouri
| $344M | +$48.9M | 3 | 0.28% | Increased |
|
| 13 |
Wells Fargo
San Francisco,
California
| $342M | -$16.2M | 4 | 0.11% | Reduced |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $329M | +$10.8M | 4 | 0.13% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $291M | -$9.12M | 4 | 0.06% | Reduced |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $263M | -$23.4M | 4 | 0.12% | Reduced |
|
| 17 |
Morgan Stanley
New York
| $258M | +$117M | 4 | 0.03% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $256M | +$7.06M | 4 | 0.06% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $230M | -$5.36M | 3 | 0.06% | Reduced |
|
| 20 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $201M | -$8.07M | 3 | 0.63% | Reduced |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $167M | -$10.9M | 4 | 0.06% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $163M | +$1.83M | 4 | 0.06% | Increased |
|
| 23 |
ProShare Advisors
Bethesda,
Maryland
| $145M | +$34.8M | 3 | 0.48% | Increased |
|
| 24 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $139M | +$16.6M | 1 | 2.53% | Increased |
|
| 25 |
Invesco
Atlanta,
Georgia
| $137M | -$67.7M | 4 | 0.04% | Reduced |
|