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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	$80.9M	-$987K	3	0.04%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$75.7M	+$704K	3	0.02%	Increased
28	Invesco Atlanta, Georgia	$73.7M	+$3.22M	3	0.03%	Increased
29	TIAA CREF Investment Management New York	$70.5M	+$11.3M	4	0.05%	Increased
30	APG Asset Management Amsterdam, Netherlands	$68.7M	-$625K	1	0.14%	Reduced
31	Beck Mack & Oliver New York	$64.3M	-$1.86M	1	2.25%	Reduced
32	Citadel Advisors Miami, Florida	$61.8M	+$56.9M	3	0.08%	Increased
33	CIP Champlain Investment Partners Burlington, Vermont	$61.5M	+$629K	1	1.11%	Increased
34	Capital Advisors Inc Tulsa, Oklahoma	$57.7M	$0	1	9.45%	Maintained
35	IC Inverness Counsel New York	$56.9M	+$32.1K	1	4.42%	Increased
36	Gates Capital Management New York	$55.1M	-$18.1M	1	2.07%	Reduced
37	Conestoga Capital Advisors Wayne, Pennsylvania	$54.3M	+$9.4M	1	3.67%	Increased
38	Morgan Stanley New York	$53.8M	+$14.5M	4	0.02%	Increased
39	Cincinnati Financial Corp Fairfield, Ohio	$51.3M	$0	1	3.03%	Maintained
40	Victory Capital Management San Antonio, Texas	$50.8M	-$2.82M	3	0.21%	Reduced
41	Frontier Capital Management Boston, Massachusetts	$49.1M	+$1.25M	1	0.39%	Increased
42	USSCPF United States Steel & Carnegie Pension Fund New York	$45M	$0	1	1.04%	Maintained
43	CM CS McKee Pittsburgh, Pennsylvania	$44.9M	-$4.59M	1	1.65%	Reduced
44	Legal & General Group London, United Kingdom	$44.8M	+$495K	3	0.05%	Increased
45	Credit Suisse Zurich, Switzerland	$41.1M	+$5.53M	3	0.05%	Increased
46	Diamond Hill Capital Management Columbus, Ohio	$40.9M	+$2.17M	1	0.26%	Increased
47	California Public Employees Retirement System Sacramento, California	$40.3M	+$523K	3	0.07%	Increased
48	BlackRock New York	$38.4M	-$2.09M	3	0.06%	Reduced
49	Charles Schwab San Francisco, California	$37.2M	+$394K	3	0.05%	Increased
50	FAS Formuepleje A/S Aarhus C, Denmark	$35.6M	+$70.3K	1	4.47%	Increased