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$52.2億 | +US$941萬 | 6 | 0.08% | 增持 |
|
| 2 |
BlackRock
New York
| US$39.6億 | +US$2199萬 | 6 | 0.08% | 增持 |
|
| 3 |
JP Morgan Chase
New York
| US$19.7億 | -US$2.15億 | 5 | 0.13% | 減碼 |
|
| 4 |
State Street
Boston,
Massachusetts
| US$18.3億 | +US$2815萬 | 6 | 0.07% | 增持 |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| US$11.2億 | -US$3.62億 | 5 | 0.06% | 減碼 |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| US$10.6億 | +US$1118萬 | 7 | 0.07% | 增持 |
|
| 7 |
Morgan Stanley
New York
| US$8.58億 | +US$1486萬 | 7 | 0.06% | 增持 |
|
| 8 |
Nuveen
Charlotte,
North Carolina
| US$8.12億 | -US$9664萬 | 4 | 0.22% | 減碼 |
|
| 9 |
Franklin Resources
San Mateo,
California
| US$8.11億 | +US$654萬 | 4 | 0.21% | 增持 |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| US$7.21億 | +US$1.36億 | 4 | 0.13% | 增持 |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| US$6.82億 | +US$1808萬 | 7 | 0.05% | 增持 |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| US$6.35億 | -US$1845萬 | 4 | 0.15% | 減碼 |
|
| 13 |
Norges Bank
Oslo,
Norway
| US$6.01億 | +US$1386萬 | 4 | 0.07% | 增持 |
|
| 14 |
Northern Trust
Chicago,
Illinois
| US$5.2億 | -US$714萬 | 6 | 0.07% | 減碼 |
|
| 15 |
Adage Capital Partners
Boston,
Massachusetts
| US$4.64億 | +US$5181萬 | 2 | 0.78% | 增持 |
|
| 16 |
Wells Fargo
San Francisco,
California
| US$4.56億 | -US$408萬 | 5 | 0.09% | 減碼 |
|
| 17 |
Millennium Management
New York
| US$4.43億 | +US$5744萬 | 4 | 0.21% | 增持 |
|
| 18 |
First Trust Advisors
Wheaton,
Illinois
| US$4.38億 | +US$2.5億 | 3 | 0.35% | 增持 |
|
| 19 |
UBS Group
Zurich,
Switzerland
| US$4.29億 | +US$1.03億 | 8 | 0.07% | 增持 |
|
| 20 |
Invesco
Atlanta,
Georgia
| US$4.17億 | -US$4207萬 | 5 | 0.07% | 減碼 |
|
| 21 |
Bank of New York Mellon
New York
| US$4.11億 | -US$9154萬 | 5 | 0.08% | 減碼 |
|
| 22 |
T. Rowe Price Associates
Baltimore,
Maryland
| US$4.01億 | +US$3007萬 | 5 | 0.05% | 增持 |
|
| 23 |
Citadel Advisors
Miami,
Florida
| US$3.57億 | +US$1.22億 | 5 | 0.06% | 增持 |
|
| 24 |
UBS AM
Chicago,
Illinois
| US$3.53億 | +US$4686萬 | 4 | 0.07% | 增持 |
|
| 25 |
Charles Schwab
San Francisco,
California
| US$3.45億 | +US$650萬 | 6 | 0.06% | 增持 |
|