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
| $5.52B | +$32.8M | 5 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $4.41B | +$230M | 6 | 0.09% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $2.32B | -$166M | 4 | 0.17% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.93B | +$50.4M | 5 | 0.08% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.56B | -$189M | 4 | 0.09% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.09B | +$14.5M | 6 | 0.08% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $1.03B | -$197M | 4 | 0.29% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $854M | +$32.8M | 7 | 0.06% | Increased |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $841M | -$49.7M | 4 | 0.24% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $811M | +$75.2M | 4 | 0.15% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $741M | -$87.6M | 4 | 0.18% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $659M | -$41.6M | 5 | 0.06% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $622M | +$29.5M | 4 | 0.08% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $569M | +$99.3M | 5 | 0.08% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $505M | -$28.7M | 4 | 0.11% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $442M | +$7.73M | 4 | 0.08% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $441M | -$26.7M | 4 | 0.08% | Reduced |
|
| 18 |
Adage Capital Partners
Boston,
Massachusetts
| $410M | +$102M | 1 | 0.72% | Increased |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| $406M | -$366M | 4 | 0.05% | Reduced |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $385M | +$416M | 1 | 0.08% | New |
|
| 21 |
Charles Schwab
San Francisco,
California
| $377M | +$425K | 5 | 0.07% | Increased |
|
| 22 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $363M | -$41.3M | 4 | 0.44% | Reduced |
|
| 23 |
Wasatch Advisors
Salt Lake City,
Utah
| $351M | +$59.9M | 2 | 1.74% | Increased |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $350M | +$113M | 6 | 0.06% | Increased |
|
| 25 |
Millennium Management
New York
| $343M | +$286M | 6 | 0.17% | Increased |
|