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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	$1.23B	+$29.1M	3	0.07%	Increased
2	Bank of America Charlotte, North Carolina	$793M	+$101M	4	0.17%	Increased
3	State Street Boston, Massachusetts	$723M	+$42.2M	3	0.07%	Increased
4	Harris Associates Chicago, Illinois	$490M	-$26.6M	1	0.97%	Reduced
5	Franklin Resources San Mateo, California	$489M	-$2M	1	0.26%	Reduced
6	Pzena Investment Management New York	$427M	-$28.6M	1	2.61%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$337M	+$3.68M	3	0.05%	Increased
8	BlackRock Fund Advisors San Francisco, California	$283M	+$13.9M	3	0.06%	Increased
9	JP Morgan Chase New York	$271M	+$48.3M	2	0.07%	Increased
10	Bank of New York Mellon New York	$261M	+$662K	3	0.08%	Increased
11	Dimensional Fund Advisors Austin, Texas	$230M	+$6.11M	3	0.12%	Increased
12	Wells Fargo San Francisco, California	$187M	+$17.5M	3	0.07%	Increased
13	Northern Trust Chicago, Illinois	$184M	-$9.58M	3	0.06%	Reduced
14	Neuberger Berman Group New York	$178M	+$16K	2	0.24%	Increased
15	TIAA CREF Investment Management New York	$139M	+$61M	3	0.09%	Increased
16	Bank of Montreal Toronto, Ontario, Canada	$123M	-$1.31M	3	0.13%	Reduced
17	Ameriprise Minneapolis, Minnesota	$122M	-$1.44M	3	0.07%	Reduced
18	Wedge Capital Management Charlotte, North Carolina	$121M	-$4.3M	1	1.22%	Reduced
19	Geode Capital Management Boston, Massachusetts	$110M	+$3.74M	3	0.06%	Increased
20	Williams Jones & Associates New York	$103M	-$224K	1	3.03%	Reduced
21	Norges Bank Oslo, Norway	$97.3M	-$3M	3	0.05%	Reduced
22	AllianceBernstein Nashville, Tennessee	$95.6M	+$5.44M	3	0.08%	Increased
23	Invesco Atlanta, Georgia	$95.3M	+$22.8M	3	0.03%	Increased
24	CIP Champlain Investment Partners Burlington, Vermont	$94.7M	+$13.9M	1	1.44%	Increased
25	BlackRock Group London, United Kingdom	$92.7M	-$1.31M	3	0.05%	Reduced