液冷散熱
液冷以液體取代空氣，帶走高密度加速器機櫃中空冷系統已無法處理的熱量。液冷已從小眾技術，轉變為新增 AI 運算容量的必要條件。
9檔股票
| # | 名稱 | 持股 | 交易金額 |
主題 股票 |
投資組合 占比 | 狀態 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| US$17.9億 | +US$5351萬 | 4 | 0.07% | 增持 |
|
| 2 |
BlackRock
New York
| US$14.2億 | +US$2.48億 | 4 | 0.07% | 增持 |
|
| 3 |
State Street
Boston,
Massachusetts
| US$7.83億 | +US$2608萬 | 4 | 0.07% | 增持 |
|
| 4 |
JP Morgan Chase
New York
| US$6.32億 | -US$1.54億 | 4 | 0.13% | 減碼 |
|
| 5 |
Franklin Resources
San Mateo,
California
| US$5.84億 | +US$6257萬 | 2 | 0.3% | 增持 |
|
| 6 |
Trian Fund Management
New York
| US$4.41億 | +US$4.57億 | 1 | 4.28% | 新 |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| US$4.28億 | -US$38.4萬 | 4 | 0.07% | 減碼 |
|
| 8 |
Pzena Investment Management
New York
| US$4.2億 | -US$1.06億 | 1 | 2.11% | 減碼 |
|
| 9 |
Boston Partners
Boston,
Massachusetts
| US$3.76億 | +US$1.62億 | 1 | 0.45% | 增持 |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| US$3.27億 | +US$3070萬 | 4 | 0.13% | 增持 |
|
| 11 |
Third Point
New York
| US$2.93億 | -US$6526萬 | 1 | 2.04% | 減碼 |
|
| 12 |
Harris Associates
Chicago,
Illinois
| US$2.86億 | -US$7224萬 | 1 | 0.46% | 減碼 |
|
| 13 |
Wells Fargo
San Francisco,
California
| US$2.74億 | -US$3765萬 | 4 | 0.08% | 減碼 |
|
| 14 |
Northern Trust
Chicago,
Illinois
| US$2.45億 | +US$2385萬 | 4 | 0.06% | 增持 |
|
| 15 |
Bank of New York Mellon
New York
| US$2.3億 | -US$1.18億 | 4 | 0.06% | 減碼 |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| US$1.94億 | +US$1765萬 | 4 | 0.06% | 增持 |
|
| 17 |
ClearBridge Investments
New York
| US$1.91億 | +US$2044萬 | 2 | 0.16% | 增持 |
|
| 18 |
Neuberger Berman Group
New York
| US$1.9億 | +US$6262萬 | 3 | 0.21% | 增持 |
|
| 19 |
Norges Bank
Oslo,
Norway
| US$1.69億 | -US$2724萬 | 4 | 0.06% | 減碼 |
|
| 20 |
Invesco
Atlanta,
Georgia
| US$1.67億 | +US$7789萬 | 4 | 0.06% | 增持 |
|
| 21 |
Iridian Asset Management
Westport,
Connecticut
| US$1.63億 | +US$1.68億 | 1 | 1.5% | 新 |
|
| 22 |
Glenview Capital Management
New York
| US$1.6億 | +US$1.66億 | 1 | 1.09% | 新 |
|
| 23 |
Wedge Capital Management
Charlotte,
North Carolina
| US$1.52億 | -US$1427萬 | 2 | 1.49% | 減碼 |
|
| 24 |
Gates Capital Management
New York
| US$1.43億 | +US$1.5億 | 1 | 4.03% | 新 |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| US$1.38億 | -US$1757萬 | 4 | 0.1% | 減碼 |
|