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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	$989M	+$18.5M	3	0.09%	Increased
2	State Street Boston, Massachusetts	$888M	+$8.91M	3	0.1%	Increased
3	Harris Associates Chicago, Illinois	$733M	-$63.5M	1	1.31%	Reduced
4	Franklin Resources San Mateo, California	$609M	-$5.49M	1	0.3%	Reduced
5	Boston Partners Boston, Massachusetts	$515M	+$32.1M	1	1.06%	Increased
6	BlackRock Institutional Trust San Francisco, California	$468M	-$3.3M	3	0.08%	Reduced
7	Wellington Management Group Boston, Massachusetts	$389M	+$3.29M	2	0.11%	Increased
8	Bank of New York Mellon New York	$384M	-$3.42M	3	0.11%	Reduced
9	Capital Research Global Investors Los Angeles, California	$349M	-$173M	1	0.13%	Reduced
10	Janus Henderson Investors US Denver, Colorado	$306M	+$11M	1	0.29%	Increased
11	Northern Trust Chicago, Illinois	$276M	-$3.02M	3	0.09%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$271M	+$8.19M	3	0.08%	Increased
13	Ameriprise Minneapolis, Minnesota	$263M	-$15.3M	3	0.16%	Reduced
14	GE General Electric Evendale, Ohio	$257M	-$38.8M	1	1.21%	Reduced
15	Bank of America Charlotte, North Carolina	$257M	+$1.14M	3	0.09%	Increased
16	Diamond Hill Capital Management Columbus, Ohio	$235M	-$31.8K	1	2.14%	Reduced
17	JP Morgan Chase New York	$199M	-$7.01M	3	0.06%	Reduced
18	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$184M	-$60.2M	1	1.32%	Reduced
19	Calamos Advisors Naperville, Illinois	$161M	-$12M	1	1.02%	Reduced
20	Neuberger Berman Group New York	$149M	+$18M	2	0.15%	Increased
21	Williams Jones & Associates New York	$146M	+$1.36M	1	7.01%	Increased
22	Invesco Atlanta, Georgia	$133M	+$6.04M	3	0.05%	Increased
23	Beck Mack & Oliver New York	$133M	-$3.87M	1	3.25%	Reduced
24	Geode Capital Management Boston, Massachusetts	$130M	+$4.2M	3	0.09%	Increased
25	CM CS McKee Pittsburgh, Pennsylvania	$125M	-$24.9M	1	2.45%	Reduced