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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	$903M	+$21.4M	3	0.09%	Increased
2	State Street Boston, Massachusetts	$818M	-$22.4M	3	0.1%	Reduced
3	Harris Associates Chicago, Illinois	$745M	-$22.5M	1	1.45%	Reduced
4	Franklin Resources San Mateo, California	$572M	-$9.75M	1	0.3%	Reduced
5	Capital Research Global Investors Los Angeles, California	$495M	-$45.4M	1	0.2%	Reduced
6	Boston Partners Boston, Massachusetts	$448M	+$35M	1	1.08%	Increased
7	BlackRock Institutional Trust San Francisco, California	$440M	-$6.25M	3	0.09%	Reduced
8	Bank of New York Mellon New York	$361M	+$4.83M	3	0.11%	Increased
9	Wellington Management Group Boston, Massachusetts	$358M	-$63.1M	2	0.11%	Reduced
10	GE General Electric Evendale, Ohio	$277M	-$32.9M	1	1.39%	Reduced
11	Janus Henderson Investors US Denver, Colorado	$274M	+$27.8M	1	0.27%	Increased
12	Ameriprise Minneapolis, Minnesota	$262M	+$14.3M	3	0.17%	Increased
13	Northern Trust Chicago, Illinois	$260M	-$10.4M	3	0.09%	Reduced
14	BlackRock Fund Advisors San Francisco, California	$243M	+$9.45M	3	0.08%	Increased
15	Bank of America Charlotte, North Carolina	$238M	-$4.09M	3	0.09%	Reduced
16	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$231M	-$177M	1	1.74%	Reduced
17	Diamond Hill Capital Management Columbus, Ohio	$219M	-$3.48M	1	2.2%	Reduced
18	JP Morgan Chase New York	$193M	+$13.6M	3	0.06%	Increased
19	Calamos Advisors Naperville, Illinois	$162M	-$7.48M	1	1.01%	Reduced
20	CM CS McKee Pittsburgh, Pennsylvania	$141M	-$7.18M	1	2.4%	Reduced
21	Williams Jones & Associates New York	$135M	-$4.98M	1	6.95%	Reduced
22	Norges Bank Oslo, Norway	$130M	-$43	3	0.08%	Reduced
23	Beck Mack & Oliver New York	$128M	-$6.89M	1	3.36%	Reduced
24	Invesco Atlanta, Georgia	$123M	-$24.2M	3	0.05%	Reduced
25	Geode Capital Management Boston, Massachusetts	$117M	+$6.71M	3	0.09%	Increased