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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	Gates Capital Management New York	$71M	-$97.5M	1	4.58%	Reduced
27	APG Asset Management Amsterdam, Netherlands	$66.1M	-$27.1K	1	0.15%	Reduced
28	T. Rowe Price Associates Baltimore, Maryland	$64.4M	-$1.03M	3	0.01%	Reduced
29	Beck Mack & Oliver New York	$63.2M	-$12M	1	2.15%	Reduced
30	Invesco Atlanta, Georgia	$62.8M	-$4.38M	3	0.03%	Reduced
31	CIP Champlain Investment Partners Burlington, Vermont	$58M	-$579K	1	0.99%	Reduced
32	TIAA CREF Investment Management New York	$54.9M	+$25.1M	4	0.04%	Increased
33	IC Inverness Counsel New York	$54.2M	-$1.17M	1	4.1%	Reduced
34	WI WBI Investments Red Bank, New Jersey	$49.2M	+$50.3M	1	1.4%	New
35	Wellington Management Group Boston, Massachusetts	$49.1M	+$1.69M	2	0.01%	Increased
36	Cincinnati Financial Corp Fairfield, Ohio	$48.9M	$0	1	3.09%	Maintained
37	Capital Advisors Inc Tulsa, Oklahoma	$47.9M	$0	1	8.39%	Maintained
38	CM CS McKee Pittsburgh, Pennsylvania	$47.5M	-$2.06M	1	1.51%	Reduced
39	Victory Capital Management San Antonio, Texas	$44.9M	+$2.99M	3	0.19%	Increased
40	Axa Paris, France	$43.6M	-$15.4M	1	0.19%	Reduced
41	USSCPF United States Steel & Carnegie Pension Fund New York	$42.9M	$0	1	1.01%	Maintained
42	Legal & General Group London, United Kingdom	$42.1M	-$993K	3	0.05%	Reduced
43	Frontier Capital Management Boston, Massachusetts	$39M	+$1.71M	1	0.32%	Increased
44	BlackRock New York	$38.7M	-$787K	3	0.06%	Reduced
45	California Public Employees Retirement System Sacramento, California	$36.8M	+$357K	3	0.06%	Increased
46	Diamond Hill Capital Management Columbus, Ohio	$36.7M	+$2.34M	1	0.24%	Increased
47	Morgan Stanley New York	$36.3M	+$4.15M	3	0.01%	Increased
48	Rothschild & Co Asset Management US Stamford, Connecticut	$35.6M	-$330K	1	0.65%	Reduced
49	Conestoga Capital Advisors Wayne, Pennsylvania	$35.6M	-$10.7M	1	2.87%	Reduced
50	Tocqueville Asset Management New York	$34.9M	-$17.1M	1	0.47%	Reduced