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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	Citadel Advisors Miami, Florida	$115M	+$74.9M	4	0.1%	Increased
27	Williams Jones & Associates New York	$103M	-$4.7M	1	2.6%	Reduced
28	Lord, Abbett & Co Jersey City, New Jersey	$102M	-$22.7M	1	0.3%	Reduced
29	CIP Champlain Investment Partners Burlington, Vermont	$94.9M	-$21.2M	1	1.16%	Reduced
30	T. Rowe Price Associates Baltimore, Maryland	$86.7M	-$1.38M	3	0.02%	Reduced
31	Invesco Atlanta, Georgia	$83.8M	-$13.8M	3	0.03%	Reduced
32	Wellington Management Group Boston, Massachusetts	$83.8M	+$2.74M	2	0.02%	Increased
33	Frontier Capital Management Boston, Massachusetts	$80.6M	-$131K	1	0.59%	Reduced
34	Putnam Investments Boston, Massachusetts	$78.1M	-$1.74M	2	0.18%	Reduced
35	Legal & General Group London, United Kingdom	$64.8M	+$1.11M	3	0.05%	Increased
36	Cincinnati Financial Corp Fairfield, Ohio	$63.9M	$0	1	3.03%	Maintained
37	Ameriprise Minneapolis, Minnesota	$61.4M	+$1.27M	3	0.03%	Increased
38	ProShare Advisors Bethesda, Maryland	$61.2M	+$5.37M	1	0.61%	Increased
39	Eaton Vance Management Boston, Massachusetts	$60.1M	-$10.3M	1	0.16%	Reduced
40	Conestoga Capital Advisors Wayne, Pennsylvania	$57.7M	+$2.74M	1	3%	Increased
41	Charles Schwab San Francisco, California	$55.4M	+$2.02M	3	0.05%	Increased
42	Morgan Stanley New York	$55.2M	-$2.32M	3	0.02%	Reduced
43	Beck Mack & Oliver New York	$54.5M	-$2.69M	1	1.83%	Reduced
44	Renaissance Technologies New York	$53.1M	-$2.34M	3	0.07%	Reduced
45	Swiss National Bank Zurich, Switzerland	$49.5M	+$1.42M	3	0.06%	Increased
46	State of Wisconsin Investment Board Madison, Wisconsin	$45.9M	+$3.98M	2	0.15%	Increased
47	FAS Formuepleje A/S Aarhus C, Denmark	$43.3M	-$242K	1	4.52%	Reduced
48	Korea Investment Corp Seoul, South Korea	$42.2M	+$13.4M	1	0.2%	Increased
49	California Public Employees Retirement System Sacramento, California	$41.9M	-$425K	3	0.07%	Reduced
50	Citigroup New York	$41.7M	-$17.1M	3	0.04%	Reduced