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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	$98.3M	-$520K	3	0.05%	Reduced
27	Geode Capital Management Boston, Massachusetts	$97.4M	+$2.56M	3	0.06%	Increased
28	Invesco Atlanta, Georgia	$92.9M	+$154K	3	0.04%	Increased
29	Beck Mack & Oliver New York	$90.2M	-$1.61M	1	2.26%	Reduced
30	Winton Group London, United Kingdom	$84.4M	+$45.6M	1	0.67%	Increased
31	APG Asset Management Amsterdam, Netherlands	$83.6M	+$1.41M	2	0.17%	Increased
32	Norges Bank Oslo, Norway	$83M	+$2.19M	3	0.04%	Increased
33	Capital Advisors Inc Tulsa, Oklahoma	$77.8M	+$25.1M	1	9.57%	Increased
34	Capital Research Global Investors Los Angeles, California	$69.1M	-$73.9K	1	0.02%	Reduced
35	Gotham Asset Management New York	$66.6M	-$7.97M	2	0.51%	Reduced
36	CM CS McKee Pittsburgh, Pennsylvania	$63.8M	-$5.05M	1	1.66%	Reduced
37	Tocqueville Asset Management New York	$63.3M	-$1.33M	1	0.74%	Reduced
38	BlackRock New York	$62.9M	+$6.38M	3	0.09%	Increased
39	IC Inverness Counsel New York	$62.4M	-$237K	1	4.6%	Reduced
40	BOK Financial Tulsa, Oklahoma	$59.2M	+$6.95M	2	1.99%	Increased
41	Wellington Management Group Boston, Massachusetts	$58.4M	-$55.8M	2	0.02%	Reduced
42	AllianceBernstein Nashville, Tennessee	$57.5M	-$21.9M	3	0.05%	Reduced
43	Cincinnati Financial Corp Fairfield, Ohio	$55.1M	$0	1	3.32%	Maintained
44	Frontier Capital Management Boston, Massachusetts	$51.1M	+$75.9K	1	0.37%	Increased
45	Conestoga Capital Advisors Wayne, Pennsylvania	$50.9M	-$1.01M	1	3.48%	Reduced
46	Royce & Associates New York	$50.8M	-$5.01M	2	0.19%	Reduced
47	Victory Capital Management San Antonio, Texas	$48.9M	+$4.66M	1	0.18%	Increased
48	USSCPF United States Steel & Carnegie Pension Fund New York	$48.3M	$0	1	0.98%	Maintained
49	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$47.9M	-$2.68M	1	0.14%	Reduced
50	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$47.4M	+$841K	1	1.96%	Increased