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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	+$21.4M	3	0.07%	Increased
2	State Street Boston, Massachusetts	$733M	-$7.17M	3	0.08%	Reduced
3	Harris Associates Chicago, Illinois	$556M	-$5.31M	1	0.91%	Reduced
4	Franklin Resources San Mateo, California	$531M	+$17.7M	1	0.24%	Increased
5	Boston Partners Boston, Massachusetts	$385M	-$59.2M	1	0.63%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$382M	-$582K	3	0.06%	Reduced
7	Bank of New York Mellon New York	$335M	-$1.77M	3	0.09%	Reduced
8	Wellington Management Group Boston, Massachusetts	$288M	-$26.1M	2	0.08%	Reduced
9	AllianceBernstein Nashville, Tennessee	$273M	+$22.8M	3	0.23%	Increased
10	BlackRock Fund Advisors San Francisco, California	$231M	+$7.23M	3	0.07%	Increased
11	Diamond Hill Capital Management Columbus, Ohio	$230M	+$6.66M	1	1.78%	Increased
12	Janus Henderson Investors US Denver, Colorado	$216M	+$18.4M	1	0.2%	Increased
13	Capital Research Global Investors Los Angeles, California	$215M	-$142M	1	0.07%	Reduced
14	Northern Trust Chicago, Illinois	$214M	+$8.73M	3	0.07%	Increased
15	Bank of America Charlotte, North Carolina	$203M	-$1.8M	3	0.07%	Reduced
16	Gates Capital Management New York	$195M	+$35.6M	1	5.86%	Increased
17	JP Morgan Chase New York	$177M	-$3.31M	1	0.04%	Reduced
18	Ameriprise Minneapolis, Minnesota	$174M	-$3.19M	3	0.1%	Reduced
19	Neuberger Berman Group New York	$166M	+$12.8M	2	0.17%	Increased
20	GE General Electric Evendale, Ohio	$137M	-$3.97M	1	0.35%	Reduced
21	Williams Jones & Associates New York	$119M	-$784K	1	5.42%	Reduced
22	Wells Fargo San Francisco, California	$112M	+$6.31M	3	0.05%	Increased
23	Beck Mack & Oliver New York	$108M	-$569K	1	2.54%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$108M	-$7.76M	3	0.07%	Reduced
25	Geode Capital Management Boston, Massachusetts	$103M	-$1.03M	3	0.07%	Reduced