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
| $5.69B | -$20.9M | 6 | 0.09% | Reduced |
|
| 2 |
BlackRock
New York
| $4.4B | -$143M | 6 | 0.08% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.97B | +$5.68M | 7 | 0.07% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $1.85B | -$51.8M | 6 | 0.11% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $1.25B | +$7.99M | 5 | 0.07% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $1.19B | +$304M | 3 | 0.21% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.18B | +$10.2M | 7 | 0.08% | Increased |
|
| 8 |
Morgan Stanley
New York
| $909M | -$29.8M | 7 | 0.06% | Reduced |
|
| 9 |
Franklin Resources
San Mateo,
California
| $876M | -$77.5M | 4 | 0.22% | Reduced |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $797M | -$92.4M | 4 | 0.21% | Reduced |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $740M | +$1.59M | 4 | 0.16% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $664M | -$26.8M | 6 | 0.05% | Reduced |
|
| 13 |
Millennium Management
New York
| $623M | +$74M | 5 | 0.27% | Increased |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| $608M | +$150M | 5 | 0.07% | Increased |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $564M | +$141M | 2 | 0.11% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $559M | -$10.8M | 6 | 0.07% | Reduced |
|
| 17 |
CIP
Champlain Investment Partners
Burlington,
Vermont
| $474M | +$29.9M | 3 | 3.57% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $455M | +$16.2M | 5 | 0.07% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $451M | -$2.24M | 5 | 0.09% | Reduced |
|
| 20 |
UBS Group
Zurich,
Switzerland
| $449M | -$44M | 8 | 0.07% | Reduced |
|
| 21 |
Wasatch Advisors
Salt Lake City,
Utah
| $439M | +$23.7M | 2 | 2.36% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $435M | -$33.3M | 5 | 0.08% | Reduced |
|
| 23 |
First Trust Advisors
Wheaton,
Illinois
| $427M | -$45M | 4 | 0.32% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $420M | +$19.1M | 6 | 0.07% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $410M | +$13M | 4 | 0.09% | Increased |
|