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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	$72.9M	+$5.97M	3	0.04%	Increased
27	Beck Mack & Oliver New York	$69.9M	-$1.68M	1	2.11%	Reduced
28	APG Asset Management Amsterdam, Netherlands	$61.7M	-$5.36M	1	0.14%	Reduced
29	Invesco Atlanta, Georgia	$61.1M	-$2.18M	3	0.03%	Reduced
30	T. Rowe Price Associates Baltimore, Maryland	$56.3M	-$49.7M	3	0.01%	Reduced
31	Axa Paris, France	$54.7M	+$57.9M	1	0.22%	Increased
32	CIP Champlain Investment Partners Burlington, Vermont	$54.6M	+$8.39M	1	0.95%	Increased
33	IC Inverness Counsel New York	$51.6M	+$1.27K	1	4.37%	Increased
34	Tocqueville Asset Management New York	$48.1M	-$1.7M	1	0.64%	Reduced
35	CM CS McKee Pittsburgh, Pennsylvania	$46.2M	-$3.05M	1	1.5%	Reduced
36	Cincinnati Financial Corp Fairfield, Ohio	$45.6M	$0	1	2.96%	Maintained
37	BOK Financial Tulsa, Oklahoma	$45.6M	-$23K	2	1.71%	Reduced
38	Wellington Management Group Boston, Massachusetts	$42.6M	-$1.23M	2	0.01%	Reduced
39	Legal & General Group London, United Kingdom	$40.2M	+$1.87M	3	0.05%	Increased
40	USSCPF United States Steel & Carnegie Pension Fund New York	$40M	$0	1	0.89%	Maintained
41	Capital Advisors Inc Tulsa, Oklahoma	$40M	$0	1	7.2%	Maintained
42	Gotham Asset Management New York	$39.6M	+$10.5M	2	0.39%	Increased
43	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$38.9M	-$661K	1	0.14%	Reduced
44	Conestoga Capital Advisors Wayne, Pennsylvania	$38.8M	-$1.08M	1	3.11%	Reduced
45	Johnson Investment Counsel Cincinnati, Ohio	$38.1M	-$1.15M	1	1.4%	Reduced
46	BlackRock New York	$36.8M	-$651K	3	0.06%	Reduced
47	Victory Capital Management San Antonio, Texas	$36.4M	+$6.37M	3	0.15%	Increased
48	Rothschild & Co Asset Management US Stamford, Connecticut	$33.5M	+$36.7M	1	0.65%	New
49	California Public Employees Retirement System Sacramento, California	$33.4M	-$519K	3	0.06%	Reduced
50	Frontier Capital Management Boston, Massachusetts	$32.4M	+$830K	1	0.27%	Increased