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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	Norges Bank Oslo, Norway	$121M	-$17.3M	3	0.07%	Reduced
27	VVP Vulcan Value Partners Birmingham, Alabama	$120M	+$6.06M	1	2.51%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$115M	-$5.41M	3	0.08%	Reduced
29	BlackRock Group London, United Kingdom	$114M	-$1.56M	3	0.07%	Reduced
30	IC Inverness Counsel New York	$106M	-$2.13M	1	8.39%	Reduced
31	Wells Fargo San Francisco, California	$106M	-$175K	3	0.05%	Reduced
32	Bank of Montreal Toronto, Ontario, Canada	$104M	+$52M	3	0.14%	Increased
33	APG Asset Management Amsterdam, Netherlands	$102M	-$409K	2	0.3%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$99M	+$1.41M	3	0.08%	Increased
35	Tocqueville Asset Management New York	$96.4M	-$147K	3	1.3%	Reduced
36	T. Rowe Price Associates Baltimore, Maryland	$93.9M	+$516K	3	0.02%	Increased
37	BlackRock Investment Management Wilmington, Delaware	$89M	+$535K	3	0.13%	Increased
38	Lazard Asset Management New York	$84.5M	+$10.9M	2	0.19%	Increased
39	TIAA CREF Investment Management New York	$83.9M	+$6.39M	3	0.06%	Increased
40	Schroder Investment Management Group London, United Kingdom	$81.5M	+$922K	1	0.1%	Increased
41	Panagora Asset Management Boston, Massachusetts	$81M	+$62.4M	3	0.38%	Increased
42	Axa Paris, France	$77.3M	+$55.9M	1	0.35%	Increased
43	Cincinnati Financial Corp Fairfield, Ohio	$76.9M	$0	1	5.65%	Maintained
44	American Century Companies Kansas City, Missouri	$76.9M	+$68.3M	1	0.09%	Increased
45	Goldman Sachs New York	$72M	-$17.8M	3	0.02%	Reduced
46	Legal & General Group London, United Kingdom	$71.9M	+$1.42M	1	0.09%	Increased
47	Fidelity Investments Boston, Massachusetts	$68.4M	+$12.5M	1	0.01%	Increased
48	Allianz Asset Management Munich, Germany	$65.6M	+$42.8M	1	0.08%	Increased
49	Loomis, Sayles & Company Boston, Massachusetts	$63.4M	-$21.6M	1	0.19%	Reduced
50	Royce & Associates New York	$62.1M	-$2.04M	2	0.18%	Reduced