← 所有主題 資料中心與數位基礎設施

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
Vanguard Group
Pennsylvania
US$20.5億 -US$2670萬 4 0.08% 減碼
2
BlackRock
BlackRock
New York
US$16.1億 -US$1226萬 4 0.07% 減碼
3
State Street
State Street
Massachusetts
US$11.5億 +US$2.29億 4 0.09% 增持
4
JP Morgan Chase
JP Morgan Chase
New York
US$7.89億 +US$2385萬 4 0.15% 增持
5
Franklin Resources
Franklin Resources
California
US$6.26億 -US$5612萬 2 0.31% 減碼
6
Bank of America
Bank of America
North Carolina
US$5.06億 -US$620萬 4 0.08% 減碼
7
Boston Partners
Boston Partners
Massachusetts
US$5.04億 +US$4595萬 1 0.59% 增持
8
Trian Fund Management
Trian Fund Management
New York
US$4.77億 US$0 1 4.61% 維持不變
9
Pzena Investment Management
Pzena Investment Management
New York
US$4.67億 -US$3875萬 1 2.27% 減碼
10
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$3.58億 +US$415萬 4 0.14% 增持
11
Third Point
Third Point
New York
US$3.54億 US$0 1 2.48% 維持不變
12
Wells Fargo
Wells Fargo
California
US$3.1億 -US$1608萬 4 0.09% 減碼
13
Northern Trust
Northern Trust
Illinois
US$2.89億 +US$480萬 4 0.07% 增持
14
Bank of New York Mellon
Bank of New York Mellon
New York
US$2.82億 +US$1123萬 4 0.07% 增持
15
Harris Associates
Harris Associates
Illinois
US$2.81億 -US$6121萬 1 0.44% 減碼
16
Neuberger Berman Group
Neuberger Berman Group
New York
US$2.31億 +US$990萬 3 0.26% 增持
17
Geode Capital Management
Geode Capital Management
Massachusetts
US$2.3億 +US$473萬 4 0.06% 增持
18
Norges Bank
Norges Bank
Norway
US$1.91億 -US$112萬 4 0.06% 減碼
19
AllianceBernstein
AllianceBernstein
Tennessee
US$1.89億 +US$2118萬 4 0.12% 增持
20
Goldman Sachs
Goldman Sachs
New York
US$1.82億 +US$6098萬 4 0.05% 增持
21
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
US$1.74億 +US$3697萬 2 1.01% 增持
22
Iridian Asset Management
Iridian Asset Management
Connecticut
US$1.69億 -US$653萬 1 1.7% 減碼
23
Invesco
Invesco
Georgia
US$1.68億 -US$2123萬 4 0.05% 減碼
24
Glenview Capital Management
Glenview Capital Management
New York
US$1.67億 -US$575萬 1 1.06% 減碼
25
Wedge Capital Management
Wedge Capital Management
North Carolina
US$1.65億 -US$1000萬 2 1.58% 減碼