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
| $5.17B | +$33.8M | 4 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $4.27B | +$45.4M | 4 | 0.1% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $2.61B | -$117M | 4 | 0.22% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.84B | -$25.9M | 4 | 0.08% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.39B | +$228M | 4 | 0.09% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $1.2B | +$95.9M | 4 | 0.38% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1B | +$28.7M | 5 | 0.09% | Increased |
|
| 8 |
Nuveen
Charlotte,
North Carolina
| $884M | +$14.4M | 4 | 0.26% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $857M | -$54.1M | 4 | 0.23% | Reduced |
|
| 10 |
Boston Partners
Boston,
Massachusetts
| $789M | -$74.8M | 2 | 0.94% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $743M | +$7.36M | 5 | 0.06% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $667M | +$70.9M | 4 | 0.06% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $617M | +$55.6M | 4 | 0.13% | Increased |
|
| 14 |
Wells Fargo
San Francisco,
California
| $528M | -$15.4M | 4 | 0.13% | Reduced |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $527M | +$258M | 4 | 0.06% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $506M | +$92.4M | 4 | 0.08% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $490M | +$233M | 3 | 0.09% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $476M | -$29.8M | 4 | 0.08% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $409M | +$837K | 4 | 0.08% | Increased |
|
| 20 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $380M | -$25.5M | 3 | 0.43% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $354M | +$877K | 4 | 0.08% | Increased |
|
| 22 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $351M | -$14.6M | 3 | 0.81% | Reduced |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $332M | +$1.33M | 4 | 0.12% | Increased |
|
| 24 |
Goldman Sachs
New York
| $327M | +$38M | 4 | 0.06% | Increased |
|
| 25 |
Principal Financial Group
Des Moines,
Iowa
| $323M | -$26.1M | 4 | 0.19% | Reduced |
|