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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	$2.27B	+$7.95M	4	0.09%	Increased
2	BlackRock New York	$1.86B	+$14.6M	4	0.08%	Increased
3	State Street Boston, Massachusetts	$1.24B	+$33.9M	4	0.1%	Increased
4	JP Morgan Chase New York	$774M	-$19.9M	4	0.16%	Reduced
5	Boston Partners Boston, Massachusetts	$717M	+$149M	1	0.95%	Increased
6	Franklin Resources San Mateo, California	$553M	-$76.9M	2	0.3%	Reduced
7	Bank of America Charlotte, North Carolina	$528M	+$18.3M	4	0.08%	Increased
8	Trian Fund Management New York	$474M	+$148K	1	5.07%	Increased
9	Dimensional Fund Advisors Austin, Texas	$375M	-$379K	4	0.15%	Reduced
10	Wells Fargo San Francisco, California	$330M	-$4.84M	4	0.1%	Reduced
11	Bank of New York Mellon New York	$286M	+$20.3M	4	0.08%	Increased
12	Northern Trust Chicago, Illinois	$284M	-$16.9M	4	0.07%	Reduced
13	Geode Capital Management Boston, Massachusetts	$280M	+$18.9M	4	0.07%	Increased
14	AllianceBernstein Nashville, Tennessee	$231M	+$17.4M	4	0.15%	Increased
15	Kayne Anderson Rudnick Investment Management Los Angeles, California	$213M	-$175K	2	1.22%	Reduced
16	Neuberger Berman Group New York	$189M	-$23.1M	3	0.23%	Reduced
17	Norges Bank Oslo, Norway	$183M	-$8.09M	4	0.06%	Reduced
18	IAM Iridian Asset Management Westport, Connecticut	$157M	-$4.47M	1	2%	Reduced
19	Capital Advisors Inc Tulsa, Oklahoma	$151M	+$8.39M	1	16.17%	Increased
20	Glenview Capital Management New York	$151M	-$27.6M	1	1.34%	Reduced
21	AQR Capital Management Greenwich, Connecticut	$145M	+$18.5M	4	0.15%	Increased
22	American Century Companies Kansas City, Missouri	$141M	+$13.6M	1	0.14%	Increased
23	Wedge Capital Management Charlotte, North Carolina	$138M	-$16.2M	2	1.57%	Reduced
24	Invesco Atlanta, Georgia	$131M	-$4.48M	4	0.04%	Reduced
25	Legal & General Group London, United Kingdom	$128M	+$15.6M	4	0.07%	Increased