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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	$3.28B	+$44.2M	4	0.08%	Increased
2	BlackRock New York	$2.49B	-$63.3M	4	0.07%	Reduced
3	JP Morgan Chase New York	$1.86B	-$31.6M	4	0.22%	Reduced
4	State Street Boston, Massachusetts	$1.32B	+$8.04M	4	0.07%	Increased
5	Bank of America Charlotte, North Carolina	$755M	-$13.8M	4	0.08%	Reduced
6	Franklin Resources San Mateo, California	$682M	-$4.19M	2	0.26%	Reduced
7	Boston Partners Boston, Massachusetts	$681M	+$4.43M	1	0.87%	Increased
8	Geode Capital Management Boston, Massachusetts	$516M	+$15.1M	4	0.07%	Increased
9	Dimensional Fund Advisors Austin, Texas	$475M	-$814K	4	0.15%	Reduced
10	American Century Companies Kansas City, Missouri	$419M	-$8.34M	4	0.29%	Reduced
11	Nuveen Charlotte, North Carolina	$413M	-$840K	4	0.12%	Reduced
12	Wells Fargo San Francisco, California	$388M	-$35.6M	5	0.09%	Reduced
13	Northern Trust Chicago, Illinois	$360M	-$9.67M	4	0.06%	Reduced
14	AllianceBernstein Nashville, Tennessee	$344M	-$118K	4	0.14%	Reduced
15	Kayne Anderson Rudnick Investment Management Los Angeles, California	$317M	-$4.37M	3	0.78%	Reduced
16	Fiduciary Management Inc Milwaukee, Wisconsin	$312M	-$7.34M	2	2.3%	Reduced
17	Neuberger Berman Group New York	$308M	-$6.67M	3	0.27%	Reduced
18	Bank of New York Mellon New York	$302M	-$4.84M	4	0.06%	Reduced
19	Macquarie Group Sydney, NSW 2000, Australia	$273M	+$246M	4	0.22%	Increased
20	Norges Bank Oslo, Norway	$224M	-$14.9M	4	0.05%	Reduced
21	Invesco Atlanta, Georgia	$213M	+$6.07M	4	0.05%	Increased
22	Bessemer Group Woodbridge, New Jersey	$213M	+$2.75M	2	0.46%	Increased
23	IC Inverness Counsel New York	$204M	-$3.6M	1	7.42%	Reduced
24	Legal & General Group London, United Kingdom	$203M	+$3.46M	4	0.07%	Increased
25	Charles Schwab San Francisco, California	$185M	+$2.35M	4	0.06%	Increased