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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	$3.95B	+$35.2M	4	0.09%	Increased
2	BlackRock New York	$3.09B	+$48.4M	4	0.09%	Increased
3	JP Morgan Chase New York	$2.34B	+$187M	4	0.25%	Increased
4	State Street Boston, Massachusetts	$1.36B	-$28.3M	4	0.07%	Reduced
5	Franklin Resources San Mateo, California	$784M	+$8.76M	4	0.37%	Increased
6	Boston Partners Boston, Massachusetts	$730M	-$23.8M	2	0.98%	Reduced
7	Geode Capital Management Boston, Massachusetts	$690M	+$18.3M	5	0.08%	Increased
8	Nuveen Charlotte, North Carolina	$666M	-$19M	4	0.23%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$610M	-$6.45M	4	0.19%	Reduced
10	Fidelity Investments Boston, Massachusetts	$561M	+$138M	4	0.05%	Increased
11	Morgan Stanley New York	$529M	-$479K	5	0.05%	Reduced
12	Macquarie Group Sydney, NSW 2000, Australia	$497M	-$15.9M	4	0.57%	Reduced
13	Bank of America Charlotte, North Carolina	$490M	-$55.8M	4	0.05%	Reduced
14	Wells Fargo San Francisco, California	$440M	-$5.62M	4	0.12%	Reduced
15	Northern Trust Chicago, Illinois	$373M	-$15.5M	4	0.07%	Reduced
16	Bank of New York Mellon New York	$336M	-$5.66M	4	0.07%	Reduced
17	Invesco Atlanta, Georgia	$320M	+$76.8M	4	0.08%	Increased
18	Norges Bank Oslo, Norway	$294M	-$23.4M	3	0.06%	Reduced
19	Kayne Anderson Rudnick Investment Management Los Angeles, California	$286M	-$13.9M	3	0.8%	Reduced
20	AllianceBernstein Nashville, Tennessee	$280M	+$1.15M	4	0.11%	Increased
21	Fisher Asset Management Camas, Washington	$267M	+$38.5M	1	0.15%	Increased
22	Charles Schwab San Francisco, California	$252M	-$3.02M	4	0.07%	Reduced
23	Principal Financial Group Des Moines, Iowa	$240M	-$763K	4	0.16%	Reduced
24	American Century Companies Kansas City, Missouri	$222M	+$28.5M	4	0.17%	Increased
25	Conestoga Capital Advisors Wayne, Pennsylvania	$209M	-$1.34M	1	3.32%	Reduced