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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	$2.29B	-$8.27M	4	0.08%	Reduced
2	BlackRock New York	$1.78B	-$104M	4	0.07%	Reduced
3	State Street Boston, Massachusetts	$1.14B	+$19.7M	4	0.08%	Increased
4	JP Morgan Chase New York	$952M	+$93.8M	4	0.19%	Increased
5	Boston Partners Boston, Massachusetts	$764M	-$2.66M	1	1.03%	Reduced
6	Bank of America Charlotte, North Carolina	$651M	+$86.6M	4	0.1%	Increased
7	Franklin Resources San Mateo, California	$520M	-$8.76M	2	0.28%	Reduced
8	Wells Fargo San Francisco, California	$352M	-$6.69M	4	0.1%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$347M	-$1.3M	4	0.13%	Reduced
10	Wellington Management Group Boston, Massachusetts	$314M	+$222M	2	0.07%	Increased
11	Trian Fund Management New York	$299M	$0	1	3.12%	Maintained
12	Geode Capital Management Boston, Massachusetts	$297M	+$4.98M	4	0.07%	Increased
13	Citadel Advisors Miami, Florida	$286M	+$117M	4	0.13%	Increased
14	Northern Trust Chicago, Illinois	$284M	-$2.14M	4	0.07%	Reduced
15	Kayne Anderson Rudnick Investment Management Los Angeles, California	$258M	+$5.54M	3	1.35%	Increased
16	Bank of New York Mellon New York	$246M	-$29.9M	4	0.07%	Reduced
17	American Century Companies Kansas City, Missouri	$218M	+$88.8M	1	0.22%	Increased
18	Adage Capital Partners Boston, Massachusetts	$208M	+$117M	2	0.51%	Increased
19	Nuveen Charlotte, North Carolina	$203M	-$24.7M	4	0.08%	Reduced
20	AllianceBernstein Nashville, Tennessee	$200M	-$29.5M	4	0.12%	Reduced
21	Norges Bank Oslo, Norway	$195M	+$17.3M	4	0.06%	Increased
22	Capital Advisors Inc Tulsa, Oklahoma	$165M	$0	1	8.16%	Maintained
23	Neuberger Berman Group New York	$164M	-$3.53M	4	0.2%	Reduced
24	Charles Schwab San Francisco, California	$146M	+$6.31M	4	0.09%	Increased
25	Legal & General Group London, United Kingdom	$130M	-$8.78M	4	0.07%	Reduced