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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	$948M	+$5.99M	3	0.07%	Increased
2	State Street Boston, Massachusetts	$842M	-$21.1M	3	0.09%	Reduced
3	Harris Associates Chicago, Illinois	$635M	-$41.1M	1	1.07%	Reduced
4	Franklin Resources San Mateo, California	$583M	+$714K	1	0.26%	Increased
5	Boston Partners Boston, Massachusetts	$498M	+$32.3M	1	0.83%	Increased
6	BlackRock Institutional Trust San Francisco, California	$440M	-$8.5M	3	0.07%	Reduced
7	Capital Research Global Investors Los Angeles, California	$393M	+$43.3M	1	0.14%	Increased
8	Bank of New York Mellon New York	$384M	+$3.47M	3	0.1%	Increased
9	Wellington Management Group Boston, Massachusetts	$355M	+$14.3M	2	0.1%	Increased
10	AllianceBernstein Nashville, Tennessee	$286M	+$239M	3	0.24%	Increased
11	BlackRock Fund Advisors San Francisco, California	$263M	-$1.62M	3	0.07%	Reduced
12	Diamond Hill Capital Management Columbus, Ohio	$254M	+$3.67M	1	2%	Increased
13	Northern Trust Chicago, Illinois	$236M	-$16M	3	0.07%	Reduced
14	Bank of America Charlotte, North Carolina	$232M	+$11.3M	3	0.07%	Increased
15	Janus Henderson Investors US Denver, Colorado	$225M	-$69.5M	1	0.21%	Reduced
16	Norges Bank Oslo, Norway	$221M	+$103M	3	0.06%	Increased
17	JP Morgan Chase New York	$204M	+$2.52M	1	0.05%	Increased
18	Ameriprise Minneapolis, Minnesota	$202M	-$1.58M	3	0.12%	Reduced
19	Gates Capital Management New York	$184M	-$2.16M	1	4.9%	Reduced
20	Neuberger Berman Group New York	$181M	+$19.6M	2	0.18%	Increased
21	GE General Electric Evendale, Ohio	$159M	-$29.3M	1	0.73%	Reduced
22	Williams Jones & Associates New York	$135M	-$134M	1	6.07%	Reduced
23	Deutsche Bank Frankfurt Am Main Ge, Germany	$131M	+$2.63M	3	0.09%	Increased
24	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$126M	+$3.61M	1	1.01%	Increased
25	Beck Mack & Oliver New York	$123M	-$4.33M	1	2.76%	Reduced