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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	$1.04B	+$29.6M	3	0.07%	Increased
2	State Street Boston, Massachusetts	$623M	-$9.51M	3	0.07%	Reduced
3	Bank of America Charlotte, North Carolina	$617M	-$21.2M	3	0.15%	Reduced
4	Harris Associates Chicago, Illinois	$452M	-$2.63M	1	0.85%	Reduced
5	Franklin Resources San Mateo, California	$431M	+$3.41M	1	0.23%	Increased
6	Pzena Investment Management New York	$395M	+$27.8M	1	2.42%	Increased
7	BlackRock Institutional Trust San Francisco, California	$300M	+$1.18M	4	0.05%	Increased
8	VVP Vulcan Value Partners Birmingham, Alabama	$294M	-$33.1M	1	2.64%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$239M	-$3.02M	4	0.06%	Reduced
10	JP Morgan Chase New York	$213M	-$37.3M	2	0.05%	Reduced
11	Bank of New York Mellon New York	$192M	-$5.58M	3	0.06%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$186M	+$13.5M	3	0.11%	Increased
13	Northern Trust Chicago, Illinois	$172M	-$3.24M	4	0.06%	Reduced
14	Neuberger Berman Group New York	$162M	-$1.15M	2	0.22%	Reduced
15	Wedge Capital Management Charlotte, North Carolina	$115M	-$1.33M	1	1.19%	Reduced
16	Deutsche Bank Frankfurt Am Main Ge, Germany	$113M	-$32.2M	4	0.09%	Reduced
17	AllianceBernstein Nashville, Tennessee	$108M	+$3.59M	3	0.09%	Increased
18	Bank of Montreal Toronto, Ontario, Canada	$106M	+$90.6M	3	0.11%	Increased
19	Wells Fargo San Francisco, California	$104M	+$11.8M	3	0.04%	Increased
20	Schroder Investment Management Group London, United Kingdom	$104M	-$11.4M	1	0.21%	Reduced
21	Geode Capital Management Boston, Massachusetts	$93.6M	+$1.54M	3	0.05%	Increased
22	Williams Jones & Associates New York	$89.6M	-$1.03M	1	4.18%	Reduced
23	Ameriprise Minneapolis, Minnesota	$88.8M	-$4.71M	3	0.05%	Reduced
24	Norges Bank Oslo, Norway	$87.9M	+$2.55M	3	0.04%	Increased
25	Janus Henderson Investors US Denver, Colorado	$82.6M	-$103M	1	0.07%	Reduced