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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	$1.32B	+$37.1M	3	0.07%	Increased
2	State Street Boston, Massachusetts	$770M	+$27.7M	3	0.07%	Increased
3	Franklin Resources San Mateo, California	$495M	-$2.41M	1	0.26%	Reduced
4	Bank of America Charlotte, North Carolina	$449M	-$342M	3	0.1%	Reduced
5	Harris Associates Chicago, Illinois	$446M	-$49.6M	1	0.86%	Reduced
6	Pzena Investment Management New York	$422M	-$11.9M	1	2.4%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$359M	+$7.77M	3	0.05%	Increased
8	BlackRock Fund Advisors San Francisco, California	$334M	+$30.4M	3	0.06%	Increased
9	JP Morgan Chase New York	$309M	+$31.4M	3	0.07%	Increased
10	Dimensional Fund Advisors Austin, Texas	$250M	+$371K	3	0.13%	Increased
11	Wells Fargo San Francisco, California	$209M	+$17.7M	3	0.07%	Increased
12	Bank of New York Mellon New York	$204M	-$60.9M	3	0.06%	Reduced
13	TIAA CREF Investment Management New York	$187M	+$42.3M	3	0.14%	Increased
14	Neuberger Berman Group New York	$182M	-$12.2M	2	0.24%	Reduced
15	Northern Trust Chicago, Illinois	$178M	-$12.4M	3	0.05%	Reduced
16	Norges Bank Oslo, Norway	$156M	+$48.3M	3	0.07%	Increased
17	Lord, Abbett & Co Jersey City, New Jersey	$131M	+$37.3M	1	0.4%	Increased
18	Geode Capital Management Boston, Massachusetts	$120M	+$6.02M	3	0.06%	Increased
19	Wedge Capital Management Charlotte, North Carolina	$118M	-$5.41M	1	1.14%	Reduced
20	AllianceBernstein Nashville, Tennessee	$109M	+$11.1M	3	0.09%	Increased
21	Capital Advisors Inc Tulsa, Oklahoma	$104M	+$34.3M	1	7.27%	Increased
22	Goldman Sachs New York	$104M	+$19.6M	3	0.03%	Increased
23	Williams Jones & Associates New York	$103M	-$2.11M	1	2.94%	Reduced
24	BlackRock Group London, United Kingdom	$103M	+$7.72M	3	0.05%	Increased
25	CIP Champlain Investment Partners Burlington, Vermont	$101M	+$4.8M	1	1.4%	Increased