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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	BlackRock Group London, United Kingdom	$102M	+$14.6M	3	0.05%	Increased
27	T. Rowe Price Associates Baltimore, Maryland	$101M	-$91.4K	3	0.02%	Reduced
28	Geode Capital Management Boston, Massachusetts	$97.6M	+$2.79M	3	0.06%	Increased
29	Invesco Atlanta, Georgia	$95.2M	+$10.1M	3	0.04%	Increased
30	Beck Mack & Oliver New York	$95.2M	-$1.48M	1	2.31%	Reduced
31	GE General Electric Evendale, Ohio	$89.1M	-$35.6M	1	0.21%	Reduced
32	APG Asset Management Amsterdam, Netherlands	$85.3M	+$452K	2	0.16%	Increased
33	Norges Bank Oslo, Norway	$82.8M	-$7.57M	3	0.04%	Reduced
34	AllianceBernstein Nashville, Tennessee	$81.5M	-$175M	3	0.07%	Reduced
35	Gotham Asset Management New York	$76.9M	+$31M	2	0.62%	Increased
36	Capital Research Global Investors Los Angeles, California	$71.8M	-$129M	1	0.02%	Reduced
37	CM CS McKee Pittsburgh, Pennsylvania	$71.3M	-$3.69M	1	1.72%	Reduced
38	Tocqueville Asset Management New York	$67M	-$739K	1	0.72%	Reduced
39	BlackRock Investment Management Wilmington, Delaware	$65.6M	+$1.15M	3	0.09%	Increased
40	IC Inverness Counsel New York	$65M	-$1.54M	1	4.99%	Reduced
41	Panagora Asset Management Boston, Massachusetts	$59.3M	-$13.5M	3	0.3%	Reduced
42	BlackRock New York	$58.9M	+$19.7M	3	0.08%	Increased
43	Cincinnati Financial Corp Fairfield, Ohio	$57.1M	$0	1	3.49%	Maintained
44	Millennium Management New York	$54.4M	+$39.3M	3	0.12%	Increased
45	Royce & Associates New York	$52.5M	-$1.66M	2	0.18%	Reduced
46	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$52.4M	-$14.3M	1	0.14%	Reduced
47	CIP Champlain Investment Partners Burlington, Vermont	$51.9M	+$6.39M	1	0.83%	Increased
48	Frontier Capital Management Boston, Massachusetts	$51.5M	-$731K	1	0.38%	Reduced
49	USSCPF United States Steel & Carnegie Pension Fund New York	$50.1M	$0	1	1%	Maintained
50	Legal & General Group London, United Kingdom	$49M	+$385K	3	0.06%	Increased