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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	$941M	+$18.6M	3	0.06%	Increased
2	Bank of America Charlotte, North Carolina	$609M	-$177M	3	0.14%	Reduced
3	State Street Boston, Massachusetts	$599M	+$13M	3	0.07%	Increased
4	Harris Associates Chicago, Illinois	$434M	-$42.4M	1	0.73%	Reduced
5	Franklin Resources San Mateo, California	$407M	-$995K	1	0.21%	Reduced
6	Pzena Investment Management New York	$348M	+$214M	1	2.15%	Increased
7	VVP Vulcan Value Partners Birmingham, Alabama	$314M	+$486K	1	2.92%	Increased
8	BlackRock Institutional Trust San Francisco, California	$279M	-$1.81M	4	0.05%	Reduced
9	JP Morgan Chase New York	$241M	+$7.7M	2	0.06%	Increased
10	BlackRock Fund Advisors San Francisco, California	$220M	+$9.76M	4	0.05%	Increased
11	Bank of New York Mellon New York	$187M	+$37.4M	3	0.06%	Increased
12	Janus Henderson Investors US Denver, Colorado	$183M	+$7.26M	1	0.16%	Increased
13	Northern Trust Chicago, Illinois	$167M	-$2.56M	4	0.06%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$153M	+$8.55M	3	0.1%	Increased
15	Neuberger Berman Group New York	$144M	+$6.98M	2	0.19%	Increased
16	Deutsche Bank Frankfurt Am Main Ge, Germany	$140M	-$5.99M	4	0.1%	Reduced
17	Wedge Capital Management Charlotte, North Carolina	$111M	-$1.76M	1	1.17%	Reduced
18	Schroder Investment Management Group London, United Kingdom	$110M	-$25.2M	1	0.23%	Reduced
19	AllianceBernstein Nashville, Tennessee	$99.3M	+$9.27M	3	0.08%	Increased
20	Wells Fargo San Francisco, California	$86.9M	-$2.79M	3	0.03%	Reduced
21	Ameriprise Minneapolis, Minnesota	$86.8M	+$710K	3	0.05%	Increased
22	Williams Jones & Associates New York	$86.5M	-$404K	1	3.96%	Reduced
23	Geode Capital Management Boston, Massachusetts	$86.1M	-$576K	3	0.05%	Reduced
24	Norges Bank Oslo, Norway	$79.4M	$0	3	0.04%	Maintained
25	BlackRock Group London, United Kingdom	$77.9M	-$2.7M	3	0.04%	Reduced