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
| $4.66B | +$51.8M | 5 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $3.45B | -$122M | 6 | 0.07% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.06B | +$31.6M | 4 | 0.15% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.63B | -$12.6M | 5 | 0.07% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.33B | +$97.8M | 4 | 0.08% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $948M | +$44.3M | 6 | 0.07% | Increased |
|
| 7 |
Nuveen
Charlotte,
North Carolina
| $795M | +$78.7M | 4 | 0.24% | Increased |
|
| 8 |
Morgan Stanley
New York
| $776M | +$98.4M | 7 | 0.06% | Increased |
|
| 9 |
Franklin Resources
San Mateo,
California
| $651M | -$240M | 4 | 0.19% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $615M | +$25.7M | 5 | 0.05% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $580M | -$5.04M | 4 | 0.14% | Reduced |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $520M | +$168M | 3 | 0.1% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $508M | -$13.3M | 4 | 0.07% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $475M | -$3.05M | 5 | 0.07% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $439M | +$98.7M | 4 | 0.09% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $430M | -$21.1M | 4 | 0.1% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $413M | -$256M | 5 | 0.08% | Reduced |
|
| 18 |
Adage Capital Partners
Boston,
Massachusetts
| $391M | +$9.62M | 2 | 0.72% | Increased |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| $345M | -$3.56M | 4 | 0.04% | Reduced |
|
| 20 |
Millennium Management
New York
| $318M | +$30.4M | 6 | 0.17% | Increased |
|
| 21 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $304M | -$821K | 4 | 0.38% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $301M | +$774K | 5 | 0.06% | Increased |
|
| 23 |
Fisher Asset Management
Camas,
Washington
| $277M | -$6.11M | 1 | 0.12% | Reduced |
|
| 24 |
Wasatch Advisors
Salt Lake City,
Utah
| $273M | +$52.2M | 2 | 1.52% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $269M | +$72.3M | 8 | 0.05% | Increased |
|