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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	$755M	+$723M	3	0.08%	New
2	State Street Boston, Massachusetts	$726M	+$697M	3	0.09%	New
3	Harris Associates Chicago, Illinois	$664M	+$639M	1	1.39%	New
4	Franklin Resources San Mateo, California	$503M	+$484M	1	0.29%	New
5	Capital Research Global Investors Los Angeles, California	$469M	+$451M	1	0.2%	New
6	BlackRock Institutional Trust San Francisco, California	$383M	+$366M	3	0.08%	New
7	Wellington Management Group Boston, Massachusetts	$366M	+$352M	2	0.12%	New
8	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$359M	+$346M	1	2.71%	New
9	Boston Partners Boston, Massachusetts	$355M	+$342M	1	0.98%	New
10	Bank of New York Mellon New York	$306M	+$294M	3	0.1%	New
11	GE General Electric Evendale, Ohio	$269M	+$259M	1	1.41%	New
12	Northern Trust Chicago, Illinois	$233M	+$223M	3	0.08%	New
13	Janus Henderson Investors US Denver, Colorado	$212M	+$204M	1	0.22%	New
14	Ameriprise Minneapolis, Minnesota	$211M	+$202M	3	0.15%	New
15	Bank of America Charlotte, North Carolina	$209M	+$201M	3	0.09%	New
16	BlackRock Fund Advisors San Francisco, California	$198M	+$188M	3	0.07%	New
17	Diamond Hill Capital Management Columbus, Ohio	$192M	+$185M	1	2.07%	New
18	JP Morgan Chase New York	$154M	+$148M	3	0.05%	New
19	Calamos Advisors Naperville, Illinois	$146M	+$141M	1	0.96%	New
20	CM CS McKee Pittsburgh, Pennsylvania	$129M	+$124M	1	2.19%	New
21	Invesco Atlanta, Georgia	$124M	+$118M	3	0.06%	New
22	Williams Jones & Associates New York	$121M	+$116M	1	6.03%	New
23	Neuberger Berman Group New York	$117M	+$111M	2	0.14%	New
24	Beck Mack & Oliver New York	$117M	+$112M	1	3.18%	New
25	Norges Bank Oslo, Norway	$112M	+$107M	3	0.07%	New