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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	Wellington Management Group Boston, Massachusetts	$133M	+$6.63M	2	0.03%	Increased
27	TIAA CREF Investment Management New York	$128M	-$8.96M	3	0.08%	Reduced
28	Capital Advisors Inc Tulsa, Oklahoma	$116M	-$141K	1	6.78%	Reduced
29	Williams Jones & Associates New York	$113M	-$11.7M	1	2.56%	Reduced
30	Invesco Atlanta, Georgia	$94.5M	-$5.83M	3	0.03%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$94.1M	+$2.9M	4	0.06%	Increased
32	Citadel Advisors Miami, Florida	$88.7M	+$14.5M	3	0.05%	Increased
33	IC Inverness Counsel New York	$85.7M	-$887K	1	5.38%	Reduced
34	Legal & General Group London, United Kingdom	$85.1M	-$528K	3	0.06%	Reduced
35	Frontier Capital Management Boston, Massachusetts	$81.4M	-$18.9M	1	0.59%	Reduced
36	Cincinnati Financial Corp Fairfield, Ohio	$80.5M	$0	1	3.54%	Maintained
37	T. Rowe Price Associates Baltimore, Maryland	$79.3M	-$11.5M	3	0.01%	Reduced
38	Charles Schwab San Francisco, California	$75.7M	+$3.21M	3	0.06%	Increased
39	ProShare Advisors Bethesda, Maryland	$74.7M	-$530K	2	0.52%	Reduced
40	Morgan Stanley New York	$74.3M	-$13.4M	3	0.02%	Reduced
41	Conestoga Capital Advisors Wayne, Pennsylvania	$71.1M	+$8.22M	1	2.73%	Increased
42	JCI Jet Capital Investors New York	$70.2M	+$66.6M	1	3.26%	New
43	Swiss National Bank Zurich, Switzerland	$62.4M	+$200K	3	0.07%	Increased
44	State of Wisconsin Investment Board Madison, Wisconsin	$59.1M	+$2.02M	2	0.16%	Increased
45	Beck Mack & Oliver New York	$57.5M	-$6M	1	1.89%	Reduced
46	First Trust Advisors Wheaton, Illinois	$54.8M	+$2.87M	1	0.13%	Increased
47	UBS AM Chicago, Illinois	$54.6M	+$1.01M	3	0.05%	Increased
48	California Public Employees Retirement System Sacramento, California	$53.7M	+$1.7M	3	0.07%	Increased
49	CIP Champlain Investment Partners Burlington, Vermont	$53.6M	-$18.3M	1	0.61%	Reduced
50	FAS Formuepleje A/S Aarhus C, Denmark	$52.9M	+$1.23M	1	5.42%	Increased