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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	$91.6M	-$8.5M	3	0.05%	Reduced
27	Beck Mack & Oliver New York	$87.7M	-$4.09M	1	2.28%	Reduced
28	Ameriprise Minneapolis, Minnesota	$83.1M	-$33.6M	2	0.05%	Reduced
29	Norges Bank Oslo, Norway	$82.6M	+$314K	3	0.04%	Increased
30	APG Asset Management Amsterdam, Netherlands	$81.6M	-$3.25M	2	0.16%	Reduced
31	Invesco Atlanta, Georgia	$79.8M	-$9.23M	3	0.03%	Reduced
32	IC Inverness Counsel New York	$63.4M	-$23.6K	1	4.6%	Reduced
33	AllianceBernstein Nashville, Tennessee	$62.1M	+$4.29M	3	0.05%	Increased
34	Tocqueville Asset Management New York	$60.9M	-$3.5M	1	0.72%	Reduced
35	Morgan Stanley New York	$60.1M	+$31.3M	3	0.02%	Increased
36	CM CS McKee Pittsburgh, Pennsylvania	$60.1M	-$4.93M	1	1.67%	Reduced
37	Pzena Investment Management New York	$58.5M	+$61.5M	1	0.33%	New
38	CIP Champlain Investment Partners Burlington, Vermont	$57.6M	+$17M	1	0.91%	Increased
39	Cincinnati Financial Corp Fairfield, Ohio	$55.9M	$0	1	3.49%	Maintained
40	BOK Financial Tulsa, Oklahoma	$53M	-$1.44M	2	1.8%	Reduced
41	Wellington Management Group Boston, Massachusetts	$52.7M	-$4.99M	2	0.01%	Reduced
42	USSCPF United States Steel & Carnegie Pension Fund New York	$49.1M	$0	1	1.02%	Maintained
43	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$48.5M	-$236K	1	0.16%	Reduced
44	Johnson Investment Counsel Cincinnati, Ohio	$48.1M	+$168K	1	1.61%	Increased
45	Legal & General Group London, United Kingdom	$47.2M	-$387K	3	0.06%	Reduced
46	Capital Advisors Inc Tulsa, Oklahoma	$46.4M	-$26.4M	1	7.97%	Reduced
47	Conestoga Capital Advisors Wayne, Pennsylvania	$46.2M	-$511K	1	3.21%	Reduced
48	BlackRock New York	$45.9M	-$18.9M	3	0.07%	Reduced
49	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$45.1M	-$3.2M	1	1.9%	Reduced
50	Frontier Capital Management Boston, Massachusetts	$43.2M	+$2.82M	1	0.31%	Increased