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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	$3.81B	+$21M	4	0.1%	Increased
2	BlackRock New York	$2.92B	-$3.61M	5	0.09%	Reduced
3	JP Morgan Chase New York	$2.2B	+$208M	5	0.27%	Increased
4	State Street Boston, Massachusetts	$1.37B	-$40M	4	0.08%	Reduced
5	Boston Partners Boston, Massachusetts	$742M	-$85.9M	2	1.02%	Reduced
6	Franklin Resources San Mateo, California	$739M	-$3.09M	3	0.37%	Reduced
7	Geode Capital Management Boston, Massachusetts	$653M	+$10.5M	5	0.08%	Increased
8	Nuveen Charlotte, North Carolina	$650M	+$54.8M	4	0.24%	Increased
9	Bank of America Charlotte, North Carolina	$557M	-$54M	4	0.06%	Reduced
10	Dimensional Fund Advisors Austin, Texas	$555M	+$527M	4	0.19%	New
11	Morgan Stanley New York	$525M	-$43.1M	4	0.06%	Reduced
12	Macquarie Group Sydney, NSW 2000, Australia	$519M	+$15.6M	4	0.62%	Increased
13	Wells Fargo San Francisco, California	$444M	+$2.24M	4	0.13%	Increased
14	Fidelity Investments Boston, Massachusetts	$389M	+$76.7M	4	0.04%	Increased
15	Northern Trust Chicago, Illinois	$382M	-$336K	4	0.08%	Reduced
16	T. Rowe Price Associates Baltimore, Maryland	$369M	+$40.7M	4	0.06%	Increased
17	Bank of New York Mellon New York	$332M	-$5.91M	4	0.07%	Reduced
18	Norges Bank Oslo, Norway	$308M	+$24.3M	3	0.07%	Increased
19	Kayne Anderson Rudnick Investment Management Los Angeles, California	$305M	-$7.14M	3	0.9%	Reduced
20	AllianceBernstein Nashville, Tennessee	$265M	-$123M	4	0.11%	Reduced
21	Charles Schwab San Francisco, California	$238M	-$1.3M	4	0.07%	Reduced
22	Fisher Asset Management Camas, Washington	$234M	+$2.35M	1	0.14%	Increased
23	Invesco Atlanta, Georgia	$229M	+$40.2M	4	0.06%	Increased
24	Adage Capital Partners Boston, Massachusetts	$228M	+$184M	2	0.51%	Increased
25	Conestoga Capital Advisors Wayne, Pennsylvania	$215M	-$24M	1	3.6%	Reduced