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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	$798M	+$16.8M	3	0.06%	Increased
2	State Street Boston, Massachusetts	$721M	+$62.3M	3	0.07%	Increased
3	Harris Associates Chicago, Illinois	$606M	+$118M	1	0.94%	Increased
4	Franklin Resources San Mateo, California	$477M	+$3.19M	1	0.22%	Increased
5	BlackRock Institutional Trust San Francisco, California	$358M	+$4.89M	3	0.06%	Increased
6	Bank of America Charlotte, North Carolina	$341M	+$170M	3	0.12%	Increased
7	Bank of New York Mellon New York	$329M	+$26.9M	3	0.09%	Increased
8	Boston Partners Boston, Massachusetts	$260M	-$89.5M	1	0.39%	Reduced
9	VVP Vulcan Value Partners Birmingham, Alabama	$254M	+$207M	1	2.88%	Increased
10	Gates Capital Management New York	$253M	+$84.5M	1	7.42%	Increased
11	BlackRock Fund Advisors San Francisco, California	$237M	+$12.1M	3	0.06%	Increased
12	Diamond Hill Capital Management Columbus, Ohio	$220M	+$15.5M	1	1.57%	Increased
13	JP Morgan Chase New York	$211M	+$57M	1	0.05%	Increased
14	Northern Trust Chicago, Illinois	$201M	+$4.5M	3	0.06%	Increased
15	Janus Henderson Investors US Denver, Colorado	$176M	-$18.1M	1	0.15%	Reduced
16	Ameriprise Minneapolis, Minnesota	$168M	+$9.69M	3	0.1%	Increased
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$165M	+$72.7M	3	0.1%	Increased
18	Managed Account Advisors Jersey City, New Jersey	$156M	+$124M	3	0.15%	Increased
19	Neuberger Berman Group New York	$150M	-$16.5M	2	0.16%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$133M	+$62.8M	1	0.26%	Increased
21	Wedge Capital Management Charlotte, North Carolina	$124M	+$107M	1	1.25%	Increased
22	Wellington Management Group Boston, Massachusetts	$114M	-$158M	2	0.03%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$113M	+$6.7M	3	0.07%	Increased
24	Wells Fargo San Francisco, California	$107M	+$4.84M	3	0.04%	Increased
25	Williams Jones & Associates New York	$104M	-$2.28M	1	4.26%	Reduced