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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	$3.33B	-$46.1M	4	0.09%	Reduced
2	BlackRock New York	$2.53B	+$60.3M	5	0.08%	Increased
3	JP Morgan Chase New York	$1.76B	-$55.3M	4	0.23%	Reduced
4	State Street Boston, Massachusetts	$1.24B	-$1.41M	4	0.07%	Reduced
5	Boston Partners Boston, Massachusetts	$743M	+$3.69M	2	1.01%	Increased
6	Franklin Resources San Mateo, California	$663M	-$8.42M	3	0.34%	Reduced
7	Geode Capital Management Boston, Massachusetts	$563M	+$2.94M	5	0.08%	Increased
8	Bank of America Charlotte, North Carolina	$546M	+$6.33M	4	0.06%	Increased
9	Nuveen Charlotte, North Carolina	$527M	+$67.8M	4	0.2%	Increased
10	Morgan Stanley New York	$491M	+$182M	4	0.06%	Increased
11	Macquarie Group Sydney, NSW 2000, Australia	$445M	-$113M	4	0.53%	Reduced
12	Wells Fargo San Francisco, California	$391M	+$11.3M	4	0.12%	Increased
13	AllianceBernstein Nashville, Tennessee	$350M	-$4.58M	4	0.16%	Reduced
14	Northern Trust Chicago, Illinois	$335M	-$1.87M	4	0.07%	Reduced
15	Bank of New York Mellon New York	$297M	+$143K	4	0.07%	Increased
16	T. Rowe Price Associates Baltimore, Maryland	$287M	+$133M	4	0.05%	Increased
17	Fidelity Investments Boston, Massachusetts	$277M	-$29.4M	4	0.03%	Reduced
18	American Century Companies Kansas City, Missouri	$268M	-$124M	3	0.22%	Reduced
19	Norges Bank Oslo, Norway	$249M	-$25.5M	4	0.06%	Reduced
20	Kayne Anderson Rudnick Investment Management Los Angeles, California	$245M	-$21M	3	0.76%	Reduced
21	Neuberger Berman Group New York	$219M	-$91.6M	3	0.21%	Reduced
22	Charles Schwab San Francisco, California	$208M	+$1.62M	4	0.07%	Increased
23	Fisher Asset Management Camas, Washington	$206M	+$7.47M	1	0.14%	Increased
24	Conestoga Capital Advisors Wayne, Pennsylvania	$189M	-$1.11M	1	3.54%	Reduced
25	ProShare Advisors Bethesda, Maryland	$179M	+$7.72M	3	0.63%	Increased