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
| $4.25B | -$47.1M | 4 | 0.09% | Reduced |
|
| 2 |
BlackRock
New York
| $3.43B | -$32.5M | 4 | 0.09% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.36B | -$58.1M | 4 | 0.23% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.56B | +$16.7M | 4 | 0.08% | Increased |
|
| 5 |
Franklin Resources
San Mateo,
California
| $910M | +$69.3M | 3 | 0.43% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $906M | +$129M | 4 | 0.07% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $799M | +$20.4M | 5 | 0.08% | Increased |
|
| 8 |
Boston Partners
Boston,
Massachusetts
| $735M | -$21.3M | 2 | 0.97% | Reduced |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $703M | +$9.43M | 4 | 0.23% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $695M | -$50.8M | 4 | 0.2% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $609M | +$35.9M | 5 | 0.05% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $504M | -$19.1M | 4 | 0.05% | Reduced |
|
| 13 |
Wells Fargo
San Francisco,
California
| $457M | -$8.22M | 4 | 0.12% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $440M | +$37.7M | 4 | 0.1% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $420M | -$8.21M | 4 | 0.08% | Reduced |
|
| 16 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $350M | -$92.5M | 2 | 0.4% | Reduced |
|
| 17 |
Neuberger Berman Group
New York
| $340M | +$144M | 3 | 0.15% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $338M | -$8.97M | 4 | 0.07% | Reduced |
|
| 19 |
Adage Capital Partners
Boston,
Massachusetts
| $338M | +$80.2M | 3 | 0.7% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $333M | +$28.1M | 4 | 0.06% | Increased |
|
| 21 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $308M | -$13.9M | 3 | 0.77% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $283M | +$1.34M | 4 | 0.07% | Increased |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $270M | -$15.7M | 4 | 0.1% | Reduced |
|
| 24 |
Principal Financial Group
Des Moines,
Iowa
| $256M | -$22.4M | 4 | 0.16% | Reduced |
|
| 25 |
Fisher Asset Management
Camas,
Washington
| $253M | -$3.92M | 1 | 0.13% | Reduced |
|