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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	$844M	-$151M	3	0.07%	Reduced
2	State Street Boston, Massachusetts	$776M	-$122M	3	0.09%	Reduced
3	Harris Associates Chicago, Illinois	$609M	-$131M	1	1.09%	Reduced
4	Franklin Resources San Mateo, California	$523M	-$92.7M	1	0.25%	Reduced
5	Boston Partners Boston, Massachusetts	$417M	-$102M	1	0.76%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$403M	-$69.1M	3	0.07%	Reduced
7	Bank of New York Mellon New York	$341M	-$47.3M	3	0.09%	Reduced
8	Capital Research Global Investors Los Angeles, California	$312M	-$41.2M	1	0.11%	Reduced
9	Wellington Management Group Boston, Massachusetts	$305M	-$84.8M	2	0.08%	Reduced
10	Janus Henderson Investors US Denver, Colorado	$268M	-$42M	1	0.25%	Reduced
11	Williams Jones & Associates New York	$248M	+$93.6M	1	5.01%	Increased
12	BlackRock Fund Advisors San Francisco, California	$235M	-$34.2M	3	0.07%	Reduced
13	Northern Trust Chicago, Illinois	$227M	-$51.1M	3	0.07%	Reduced
14	Diamond Hill Capital Management Columbus, Ohio	$225M	-$14.1M	1	1.92%	Reduced
15	Bank of America Charlotte, North Carolina	$198M	-$60.2M	3	0.07%	Reduced
16	Ameriprise Minneapolis, Minnesota	$183M	-$80.8M	3	0.11%	Reduced
17	JP Morgan Chase New York	$181M	-$21.1M	3	0.05%	Reduced
18	GE General Electric Evendale, Ohio	$171M	-$86M	1	0.8%	Reduced
19	Gates Capital Management New York	$167M	+$157M	1	4.91%	New
20	Neuberger Berman Group New York	$141M	-$3.97M	2	0.14%	Reduced
21	VVP Vulcan Value Partners Birmingham, Alabama	$123M	+$992K	1	2.18%	Increased
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$115M	-$2.27M	3	0.08%	Reduced
23	Beck Mack & Oliver New York	$115M	-$20M	1	2.68%	Reduced
24	Wells Fargo San Francisco, California	$112M	+$4.51M	3	0.05%	Increased
25	Invesco Atlanta, Georgia	$111M	-$26.4M	3	0.04%	Reduced