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
| $5.22B | +$9.41M | 6 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $3.96B | +$22M | 6 | 0.08% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $1.97B | -$215M | 5 | 0.13% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.83B | +$28.1M | 6 | 0.07% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.12B | -$362M | 5 | 0.06% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.06B | +$11.2M | 7 | 0.07% | Increased |
|
| 7 |
Morgan Stanley
New York
| $858M | +$14.9M | 7 | 0.06% | Increased |
|
| 8 |
Nuveen
Charlotte,
North Carolina
| $812M | -$96.6M | 4 | 0.22% | Reduced |
|
| 9 |
Franklin Resources
San Mateo,
California
| $811M | +$6.54M | 4 | 0.21% | Increased |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $721M | +$136M | 4 | 0.13% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $682M | +$18.1M | 7 | 0.05% | Increased |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $635M | -$18.5M | 4 | 0.15% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $601M | +$13.9M | 4 | 0.07% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $520M | -$7.14M | 6 | 0.07% | Reduced |
|
| 15 |
Adage Capital Partners
Boston,
Massachusetts
| $464M | +$51.8M | 2 | 0.78% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $456M | -$4.08M | 5 | 0.09% | Reduced |
|
| 17 |
Millennium Management
New York
| $443M | +$57.4M | 4 | 0.21% | Increased |
|
| 18 |
First Trust Advisors
Wheaton,
Illinois
| $438M | +$250M | 3 | 0.35% | Increased |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $429M | +$103M | 8 | 0.07% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $417M | -$42.1M | 5 | 0.07% | Reduced |
|
| 21 |
Bank of New York Mellon
New York
| $411M | -$91.5M | 5 | 0.08% | Reduced |
|
| 22 |
T. Rowe Price Associates
Baltimore,
Maryland
| $401M | +$30.1M | 5 | 0.05% | Increased |
|
| 23 |
Citadel Advisors
Miami,
Florida
| $357M | +$122M | 5 | 0.06% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $353M | +$46.9M | 4 | 0.07% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $345M | +$6.5M | 6 | 0.06% | Increased |
|