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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	$2.82B	-$27.8M	4	0.08%	Reduced
2	BlackRock New York	$2.02B	-$24.9M	5	0.07%	Reduced
3	JP Morgan Chase New York	$1.57B	-$18.1M	4	0.22%	Reduced
4	State Street Boston, Massachusetts	$1.04B	+$30.8M	4	0.07%	Increased
5	Boston Partners Boston, Massachusetts	$631M	+$29.7M	2	0.92%	Increased
6	Franklin Resources San Mateo, California	$569M	-$19.7M	3	0.31%	Reduced
7	Macquarie Group Sydney, NSW 2000, Australia	$477M	+$18.2M	4	0.59%	Increased
8	Geode Capital Management Boston, Massachusetts	$466M	+$9.49M	5	0.07%	Increased
9	Bank of America Charlotte, North Carolina	$462M	-$127M	4	0.06%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$397M	+$3.48M	4	0.15%	Increased
11	Nuveen Charlotte, North Carolina	$386M	+$71.3M	4	0.16%	Increased
12	American Century Companies Kansas City, Missouri	$326M	-$22.3M	3	0.29%	Reduced
13	Wells Fargo San Francisco, California	$321M	-$9.71M	4	0.1%	Reduced
14	AllianceBernstein Nashville, Tennessee	$304M	+$55.6M	4	0.15%	Increased
15	Northern Trust Chicago, Illinois	$280M	-$3.66M	4	0.06%	Reduced
16	Fidelity Investments Boston, Massachusetts	$262M	+$193M	4	0.03%	Increased
17	Neuberger Berman Group New York	$249M	-$113M	3	0.26%	Reduced
18	Morgan Stanley New York	$247M	-$5.42M	4	0.03%	Reduced
19	Bank of New York Mellon New York	$247M	-$2.43M	4	0.06%	Reduced
20	Norges Bank Oslo, Norway	$231M	+$7.51M	3	0.06%	Increased
21	Kayne Anderson Rudnick Investment Management Los Angeles, California	$191M	-$6.69M	3	0.63%	Reduced
22	Fisher Asset Management Camas, Washington	$171M	+$187M	1	0.13%	Increased
23	Charles Schwab San Francisco, California	$167M	+$5.08M	4	0.06%	Increased
24	Legal & General Group London, United Kingdom	$155M	-$6.91M	4	0.06%	Reduced
25	ProShare Advisors Bethesda, Maryland	$147M	+$8.66M	3	0.56%	Increased