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
| $6.04B | -$22M | 6 | 0.09% | Reduced |
|
| 2 |
BlackRock
New York
| $4.64B | +$87.3M | 7 | 0.08% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $2.15B | +$36.5M | 7 | 0.07% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $1.99B | -$93.3M | 7 | 0.13% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $1.3B | +$194M | 3 | 0.23% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $1.28B | +$32.7M | 7 | 0.08% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.23B | -$89.4M | 6 | 0.06% | Reduced |
|
| 8 |
Millennium Management
New York
| $923M | +$263M | 5 | 0.39% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $918M | +$294M | 6 | 0.1% | Increased |
|
| 10 |
Franklin Resources
San Mateo,
California
| $915M | -$12.8M | 4 | 0.22% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $908M | -$37.5M | 8 | 0.05% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $891M | +$158M | 7 | 0.06% | Increased |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $886M | +$12M | 6 | 0.23% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $821M | +$336M | 6 | 0.14% | Increased |
|
| 15 |
First Trust Advisors
Wheaton,
Illinois
| $747M | +$300M | 4 | 0.54% | Increased |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $733M | -$27.2M | 4 | 0.15% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $622M | +$623M | 4 | 0.07% | New |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $570M | -$18.1M | 6 | 0.07% | Reduced |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $544M | +$72.1M | 8 | 0.09% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $528M | +$47.4M | 6 | 0.05% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $497M | -$3.25M | 7 | 0.09% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $432M | +$3.69M | 6 | 0.07% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $372M | -$26.9M | 4 | 0.08% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $349M | +$43.2M | 6 | 0.04% | Increased |
|
| 25 |
AQR Capital Management
Greenwich,
Connecticut
| $322M | +$65.9M | 4 | 0.17% | Increased |
|