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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	$910M	+$7.6M	3	0.06%	Increased
2	State Street Boston, Massachusetts	$689M	-$88.5M	2	0.07%	Reduced
3	Harris Associates Chicago, Illinois	$594M	-$198K	1	0.95%	Reduced
4	Bank of America Charlotte, North Carolina	$582M	-$85.8M	3	0.19%	Reduced
5	Franklin Resources San Mateo, California	$470M	+$5.91M	1	0.21%	Increased
6	BlackRock Institutional Trust San Francisco, California	$326M	-$33.8M	3	0.05%	Reduced
7	Bank of New York Mellon New York	$297M	-$21.1M	3	0.08%	Reduced
8	Managed Account Advisors Jersey City, New Jersey	$293M	-$27.7M	2	0.24%	Reduced
9	JP Morgan Chase New York	$239M	+$3.65M	2	0.06%	Increased
10	BlackRock Fund Advisors San Francisco, California	$233M	-$4.27M	3	0.06%	Reduced
11	VVP Vulcan Value Partners Birmingham, Alabama	$208M	-$81.3M	1	1.97%	Reduced
12	Diamond Hill Capital Management Columbus, Ohio	$199M	-$22M	1	1.32%	Reduced
13	Janus Henderson Investors US Denver, Colorado	$197M	-$759K	1	0.16%	Reduced
14	Northern Trust Chicago, Illinois	$188M	-$1.44M	3	0.06%	Reduced
15	Gates Capital Management New York	$185M	-$9.74M	1	6.16%	Reduced
16	Schroder Investment Management Group London, United Kingdom	$168M	+$46.6M	1	0.33%	Increased
17	Neuberger Berman Group New York	$145M	-$2.33M	2	0.16%	Reduced
18	Wedge Capital Management Charlotte, North Carolina	$136M	+$9.62M	1	1.32%	Increased
19	Deutsche Bank Frankfurt Am Main Ge, Germany	$132M	-$25.2M	3	0.08%	Reduced
20	T. Rowe Price Associates Baltimore, Maryland	$122M	-$47.1M	3	0.03%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$116M	+$8.61M	3	0.07%	Increased
22	Goldman Sachs New York	$115M	+$75.2M	3	0.04%	Increased
23	Wells Fargo San Francisco, California	$111M	-$487K	3	0.04%	Reduced
24	Williams Jones & Associates New York	$101M	-$248K	1	3.89%	Reduced
25	Geode Capital Management Boston, Massachusetts	$98.9M	+$1.63M	3	0.06%	Increased