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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	$1.13B	+$29.1M	3	0.07%	Increased
2	Bank of America Charlotte, North Carolina	$649M	-$14.8M	3	0.15%	Reduced
3	State Street Boston, Massachusetts	$637M	-$27.6M	3	0.07%	Reduced
4	Harris Associates Chicago, Illinois	$487M	-$564K	1	0.98%	Reduced
5	Franklin Resources San Mateo, California	$462M	-$1.63M	1	0.25%	Reduced
6	Pzena Investment Management New York	$429M	+$3.95M	1	2.69%	Increased
7	BlackRock Institutional Trust San Francisco, California	$311M	-$4.84M	3	0.05%	Reduced
8	BlackRock Fund Advisors San Francisco, California	$251M	+$3.49M	3	0.06%	Increased
9	Bank of New York Mellon New York	$244M	+$37.8M	3	0.07%	Increased
10	JP Morgan Chase New York	$208M	-$19.8M	3	0.05%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$204M	+$17.2M	3	0.12%	Increased
12	Northern Trust Chicago, Illinois	$181M	-$3.85M	3	0.06%	Reduced
13	Neuberger Berman Group New York	$169M	+$2.81M	2	0.23%	Increased
14	Wells Fargo San Francisco, California	$159M	+$45.1M	3	0.06%	Increased
15	Citadel Advisors Miami, Florida	$139M	+$69.5M	3	0.15%	Increased
16	Wedge Capital Management Charlotte, North Carolina	$118M	-$4.99M	1	1.23%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$117M	+$1.97M	3	0.13%	Increased
18	Ameriprise Minneapolis, Minnesota	$115M	+$21.4M	3	0.07%	Increased
19	Geode Capital Management Boston, Massachusetts	$99.1M	+$32.5K	3	0.05%	Increased
20	Norges Bank Oslo, Norway	$98.4M	+$5.38M	3	0.05%	Increased
21	Williams Jones & Associates New York	$97.6M	+$960K	1	3.01%	Increased
22	VVP Vulcan Value Partners Birmingham, Alabama	$90M	-$218M	1	0.89%	Reduced
23	BlackRock Group London, United Kingdom	$88.5M	+$1.42M	3	0.05%	Increased
24	AllianceBernstein Nashville, Tennessee	$84.6M	-$30.7M	3	0.07%	Reduced
25	Janus Henderson Investors US Denver, Colorado	$80.7M	-$7.97M	1	0.07%	Reduced