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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	$852M	+$121M	3	0.06%	Increased
2	Bank of America Charlotte, North Carolina	$728M	+$278M	3	0.18%	Increased
3	State Street Boston, Massachusetts	$546M	-$16M	2	0.06%	Reduced
4	Harris Associates Chicago, Illinois	$443M	-$44.8M	1	0.77%	Reduced
5	Franklin Resources San Mateo, California	$380M	-$2.76M	1	0.19%	Reduced
6	VVP Vulcan Value Partners Birmingham, Alabama	$292M	+$135M	1	2.83%	Increased
7	BlackRock Institutional Trust San Francisco, California	$259M	-$7.25M	3	0.05%	Reduced
8	JP Morgan Chase New York	$217M	+$25.1M	2	0.06%	Increased
9	BlackRock Fund Advisors San Francisco, California	$190M	-$1.38M	3	0.05%	Reduced
10	Janus Henderson Investors US Denver, Colorado	$165M	+$4.71M	1	0.15%	Increased
11	Northern Trust Chicago, Illinois	$156M	+$3.52M	3	0.05%	Increased
12	Gates Capital Management New York	$155M	+$4.35M	1	5.99%	Increased
13	Bank of New York Mellon New York	$139M	-$113M	3	0.04%	Reduced
14	Deutsche Bank Frankfurt Am Main Ge, Germany	$136M	+$31.8M	3	0.11%	Increased
15	Dimensional Fund Advisors Austin, Texas	$129M	+$38.1M	3	0.08%	Increased
16	Pzena Investment Management New York	$129M	+$89.3M	1	0.82%	Increased
17	Schroder Investment Management Group London, United Kingdom	$126M	-$12.3M	1	0.27%	Reduced
18	Neuberger Berman Group New York	$121M	+$640K	2	0.16%	Increased
19	Wedge Capital Management Charlotte, North Carolina	$105M	-$6.63M	1	1.11%	Reduced
20	AllianceBernstein Nashville, Tennessee	$84M	+$36.6M	3	0.07%	Increased
21	Wells Fargo San Francisco, California	$83.2M	-$8.24M	3	0.03%	Reduced
22	Williams Jones & Associates New York	$81M	-$1.72M	1	3.65%	Reduced
23	Geode Capital Management Boston, Massachusetts	$79.9M	-$772K	3	0.05%	Reduced
24	Ameriprise Minneapolis, Minnesota	$78.6M	+$11.3M	2	0.05%	Increased
25	BlackRock Group London, United Kingdom	$75M	+$456K	3	0.04%	Increased