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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	BlackRock New York	$5.48B	+$74.1M	7	0.1%	Increased
2	Vanguard Capital Management Malvern, Pennsylvania	$3.46B	+$3.43B	5	0.09%	New
3	JP Morgan Chase New York	$3.19B	+$1.1B	7	0.2%	Increased
4	Vanguard Portfolio Management Malvern, Pennsylvania	$2.9B	+$2.86B	6	0.15%	New
5	State Street Boston, Massachusetts	$2.45B	+$4.5M	7	0.08%	Increased
6	Fidelity Investments Boston, Massachusetts	$1.66B	+$220M	6	0.09%	Increased
7	Geode Capital Management Boston, Massachusetts	$1.55B	+$64.2M	7	0.1%	Increased
8	Wellington Management Group Boston, Massachusetts	$1.25B	-$298M	4	0.23%	Reduced
9	Franklin Resources San Mateo, California	$1.04B	+$10.5M	4	0.25%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$959M	-$203M	6	0.11%	Reduced
11	Bank of New York Mellon New York	$946M	+$37.8M	6	0.17%	Increased
12	Bank of America Charlotte, North Carolina	$915M	-$88.6M	6	0.07%	Reduced
13	Morgan Stanley New York	$881M	-$174M	8	0.05%	Reduced
14	Millennium Management New York	$859M	-$200M	3	0.36%	Reduced
15	First Trust Advisors Wheaton, Illinois	$837M	+$23.7M	4	0.6%	Increased
16	Dimensional Fund Advisors Austin, Texas	$832M	-$36.5M	4	0.17%	Reduced
17	Nuveen Charlotte, North Carolina	$805M	-$191M	6	0.22%	Reduced
18	Invesco Atlanta, Georgia	$769M	+$99.5M	6	0.08%	Increased
19	UBS Group Zurich, Switzerland	$673M	+$37.8M	8	0.1%	Increased
20	Northern Trust Chicago, Illinois	$655M	-$2.92M	6	0.09%	Reduced
21	Goldman Sachs New York	$603M	+$175M	7	0.07%	Increased
22	Wells Fargo San Francisco, California	$554M	-$6.51M	7	0.1%	Reduced
23	AQR Capital Management Greenwich, Connecticut	$550M	+$201M	5	0.25%	Increased
24	Charles Schwab San Francisco, California	$531M	+$7.35M	6	0.08%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$429M	+$48.9M	2	0.14%	Increased