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
| $5.23B | -$26.4M | 4 | 0.1% | Reduced |
|
| 2 |
BlackRock
New York
| $4.03B | -$282M | 5 | 0.09% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.42B | -$251M | 4 | 0.2% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.87B | +$435M | 4 | 0.12% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $1.79B | -$81.3M | 4 | 0.08% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $1.22B | +$619K | 4 | 0.38% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.01B | -$10.9M | 5 | 0.09% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.01B | +$468M | 4 | 0.12% | Increased |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $835M | -$65.7M | 4 | 0.24% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $810M | -$67.3M | 4 | 0.21% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $722M | -$30.3M | 5 | 0.06% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $660M | -$19.5M | 4 | 0.06% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $644M | +$13.1M | 4 | 0.14% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $557M | +$43M | 4 | 0.08% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $550M | +$45.8M | 3 | 0.1% | Increased |
|
| 16 |
Boston Partners
Boston,
Massachusetts
| $531M | -$271M | 2 | 0.66% | Reduced |
|
| 17 |
Wells Fargo
San Francisco,
California
| $522M | -$15.5M | 4 | 0.13% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $494M | +$9.71M | 4 | 0.08% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $426M | +$10M | 4 | 0.08% | Increased |
|
| 20 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $400M | +$11.8M | 4 | 0.46% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $386M | +$77.4M | 4 | 0.1% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $374M | +$52.3M | 1 | 0.12% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $345M | -$14M | 4 | 0.07% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $331M | -$4.04M | 4 | 0.06% | Reduced |
|
| 25 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $312M | -$32.8M | 3 | 0.76% | Reduced |
|