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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	$904M	+$130M	3	0.06%	Increased
2	State Street Boston, Massachusetts	$765M	+$69.8M	3	0.08%	Increased
3	Bank of America Charlotte, North Carolina	$654M	+$335M	3	0.22%	Increased
4	Harris Associates Chicago, Illinois	$585M	+$1.37M	1	0.92%	Increased
5	Franklin Resources San Mateo, California	$457M	-$2.58M	1	0.21%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$359M	+$11M	3	0.06%	Increased
7	Managed Account Advisors Jersey City, New Jersey	$315M	+$169M	2	0.28%	Increased
8	Bank of New York Mellon New York	$315M	-$4.72M	3	0.08%	Reduced
9	VVP Vulcan Value Partners Birmingham, Alabama	$281M	+$37.6M	1	2.8%	Increased
10	BlackRock Fund Advisors San Francisco, California	$243M	+$7.52M	3	0.06%	Increased
11	JP Morgan Chase New York	$232M	+$28.8M	2	0.05%	Increased
12	Diamond Hill Capital Management Columbus, Ohio	$216M	+$4.13M	1	1.5%	Increased
13	Janus Henderson Investors US Denver, Colorado	$194M	+$25.7M	1	0.16%	Increased
14	Gates Capital Management New York	$192M	-$53.8M	1	6.75%	Reduced
15	Northern Trust Chicago, Illinois	$190M	-$6.21M	3	0.06%	Reduced
16	T. Rowe Price Associates Baltimore, Maryland	$175M	+$72.8M	3	0.04%	Increased
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$154M	-$5.91M	3	0.1%	Reduced
18	Neuberger Berman Group New York	$151M	-$1.07M	2	0.16%	Reduced
19	Wedge Capital Management Charlotte, North Carolina	$125M	+$5.57M	1	1.25%	Increased
20	Schroder Investment Management Group London, United Kingdom	$123M	-$5.91M	1	0.24%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$117M	+$2.24M	3	0.07%	Increased
22	Ameriprise Minneapolis, Minnesota	$114M	-$50.4M	2	0.07%	Reduced
23	Wells Fargo San Francisco, California	$112M	+$8.6M	3	0.04%	Increased
24	Williams Jones & Associates New York	$100M	+$3.51K	1	4.02%	Increased
25	Boston Partners Boston, Massachusetts	$99.3M	-$156M	1	0.15%	Reduced