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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	Neuberger Berman Group New York	$117M	-$18.9M	2	0.13%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$113M	-$3.07M	3	0.08%	Reduced
28	BlackRock Group London, United Kingdom	$107M	+$5.84M	3	0.07%	Increased
29	VVP Vulcan Value Partners Birmingham, Alabama	$105M	+$11.9M	1	3.21%	Increased
30	IC Inverness Counsel New York	$100M	+$5.29M	1	8.61%	Increased
31	Wells Fargo San Francisco, California	$99M	+$11.2M	3	0.05%	Increased
32	APG Asset Management Amsterdam, Netherlands	$95.1M	-$3.29M	2	0.3%	Reduced
33	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$95M	-$23.8M	2	2.01%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$92.4M	+$2.83M	3	0.08%	Increased
35	SFM Systematic Financial Management Teaneck, New Jersey	$91.2M	+$85.7M	1	0.72%	Increased
36	Tocqueville Asset Management New York	$89.8M	+$2.04M	2	1.12%	Increased
37	T. Rowe Price Associates Baltimore, Maryland	$89.3M	+$716K	3	0.02%	Increased
38	Goldman Sachs New York	$84M	-$1.51M	3	0.03%	Reduced
39	BlackRock Investment Management Wilmington, Delaware	$82.4M	+$1.54M	3	0.14%	Increased
40	Loomis, Sayles & Company Boston, Massachusetts	$80.2M	-$12.2M	1	0.26%	Reduced
41	Schroder Investment Management Group London, United Kingdom	$74.9M	-$285K	1	0.18%	Reduced
42	USSCPF United States Steel & Carnegie Pension Fund New York	$74.9M	-$9.29M	1	1.73%	Reduced
43	TIAA CREF Investment Management New York	$72.3M	-$43.2M	2	0.06%	Reduced
44	Cincinnati Financial Corp Fairfield, Ohio	$71.6M	$0	1	5.72%	Maintained
45	Lazard Asset Management New York	$69.2M	+$26.2M	2	0.16%	Increased
46	Legal & General Group London, United Kingdom	$65.5M	-$988K	1	0.09%	Reduced
47	AllianceBernstein Nashville, Tennessee	$55.7M	+$10.4K	3	0.06%	Increased
48	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$54.7M	-$11.2M	1	2.27%	Reduced
49	Royce & Associates New York	$54.4M	-$13.2M	2	0.16%	Reduced
50	Wedge Capital Management Charlotte, North Carolina	$53.8M	-$13.4M	2	0.62%	Reduced