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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	$1.74B	+$83.7M	4	0.08%	Increased
2	BlackRock New York	$1.43B	+$125M	4	0.07%	Increased
3	State Street Boston, Massachusetts	$940M	+$3.18M	4	0.09%	Increased
4	JP Morgan Chase New York	$603M	-$34.3M	4	0.14%	Reduced
5	Franklin Resources San Mateo, California	$494M	-$13.7M	2	0.3%	Reduced
6	Boston Partners Boston, Massachusetts	$420M	+$18.4M	1	0.6%	Increased
7	Trian Fund Management New York	$394M	$0	1	4.27%	Maintained
8	Bank of America Charlotte, North Carolina	$387M	-$23.5M	4	0.07%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$291M	-$2.46M	4	0.13%	Reduced
10	Wells Fargo San Francisco, California	$255M	+$4.13M	4	0.08%	Increased
11	Pzena Investment Management New York	$244M	-$149M	1	1.43%	Reduced
12	Northern Trust Chicago, Illinois	$232M	-$2.69M	4	0.07%	Reduced
13	Bank of New York Mellon New York	$203M	-$30M	4	0.06%	Reduced
14	Geode Capital Management Boston, Massachusetts	$200M	+$14.5M	4	0.06%	Increased
15	Neuberger Berman Group New York	$163M	-$45.7M	3	0.23%	Reduced
16	Kayne Anderson Rudnick Investment Management Los Angeles, California	$162M	+$860K	2	1.11%	Increased
17	AllianceBernstein Nashville, Tennessee	$161M	+$10.7M	4	0.12%	Increased
18	Norges Bank Oslo, Norway	$150M	-$5.5M	4	0.06%	Reduced
19	Glenview Capital Management New York	$150M	+$12.1M	1	1.45%	Increased
20	IAM Iridian Asset Management Westport, Connecticut	$135M	-$5.96M	1	1.8%	Reduced
21	Wedge Capital Management Charlotte, North Carolina	$118M	-$15.1M	2	1.45%	Reduced
22	Capital Advisors Inc Tulsa, Oklahoma	$107M	-$3.26M	1	6.97%	Reduced
23	Invesco Atlanta, Georgia	$106M	-$33.9M	4	0.04%	Reduced
24	American Century Companies Kansas City, Missouri	$106M	+$51M	1	0.12%	Increased
25	SSM Sound Shore Management Greenwich, Connecticut	$104M	-$8.51M	1	2.14%	Reduced