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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
26	Fidelity Investments Boston, Massachusetts	$111M	+$107M	2	0.02%	New
27	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$103M	+$98.3M	2	2.01%	New
28	TIAA CREF Investment Management New York	$101M	+$97M	2	0.08%	New
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$99.8M	+$96M	3	0.08%	New
30	Geode Capital Management Boston, Massachusetts	$94.8M	+$90.9M	3	0.08%	New
31	BlackRock Group London, United Kingdom	$87.4M	+$84M	3	0.07%	New
32	APG Asset Management Amsterdam, Netherlands	$85.1M	+$81.8M	2	0.27%	New
33	IC Inverness Counsel New York	$81.9M	+$78.8M	1	7.31%	New
34	Loomis, Sayles & Company Boston, Massachusetts	$80.4M	+$77.3M	1	0.29%	New
35	VVP Vulcan Value Partners Birmingham, Alabama	$80.2M	+$77.2M	1	3.52%	New
36	Tocqueville Asset Management New York	$75.8M	+$72.9M	1	1.03%	New
37	ClearBridge Investments New York	$75.4M	+$72.6M	1	0.12%	New
38	Wells Fargo San Francisco, California	$74.4M	+$71M	3	0.04%	New
39	Goldman Sachs New York	$73.7M	+$70.6M	3	0.03%	New
40	Dimensional Fund Advisors Austin, Texas	$73.4M	+$68.1M	3	0.07%	New
41	USSCPF United States Steel & Carnegie Pension Fund New York	$73.1M	+$70.3M	1	1.64%	New
42	T. Rowe Price Associates Baltimore, Maryland	$71.4M	+$65.5M	3	0.02%	New
43	BlackRock Investment Management Wilmington, Delaware	$69.5M	+$66.6M	3	0.12%	New
44	Schroder Investment Management Group London, United Kingdom	$65M	+$62.6M	1	0.17%	New
45	WCMNY Westchester Capital Management (New York) Valhalla, New York	$64.3M	+$61.9M	1	1.2%	New
46	Cincinnati Financial Corp Fairfield, Ohio	$61.9M	+$59.5M	1	5.18%	New
47	Wedge Capital Management Charlotte, North Carolina	$58.6M	+$56.3M	2	0.7%	New
48	Legal & General Group London, United Kingdom	$57.5M	+$55.3M	1	0.08%	New
49	Royce & Associates New York	$57.4M	+$52.8M	2	0.18%	New
50	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$57.4M	+$55.2M	1	2.27%	New