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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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$121M	+$67.8M	2	0.77%	Increased
27	Bessemer Group Woodbridge, New Jersey	$120M	-$27.8M	2	0.47%	Reduced
28	SSM Sound Shore Management Greenwich, Connecticut	$118M	+$122M	1	1.98%	New
29	T. Rowe Price Associates Baltimore, Maryland	$111M	+$72.9M	4	0.02%	Increased
30	TIAA CREF Investment Management New York	$107M	+$18M	4	0.07%	Increased
31	Capital Advisors Inc Tulsa, Oklahoma	$105M	-$165K	1	6.3%	Reduced
32	Adage Capital Partners Boston, Massachusetts	$103M	+$107M	1	0.24%	New
33	Goldman Sachs New York	$99.3M	-$12M	4	0.03%	Reduced
34	Charles Schwab San Francisco, California	$85M	+$14M	4	0.06%	Increased
35	UBS AM Chicago, Illinois	$82.1M	+$27.3M	4	0.06%	Increased
36	Williams Jones & Associates New York	$81.6M	-$20.3M	1	1.8%	Reduced
37	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$76.9M	-$11.4M	1	1.38%	Reduced
38	Citadel Advisors Miami, Florida	$75.8M	+$8.59M	5	0.04%	Increased
39	Legal & General Group London, United Kingdom	$73.9M	+$940K	4	0.06%	Increased
40	YCMGA York Capital Management Global Advisors New York	$73.4M	+$76.1M	1	1.79%	New
41	Frontier Capital Management Boston, Massachusetts	$72.3M	-$1.81M	1	0.51%	Reduced
42	Fidelity Investments Boston, Massachusetts	$70.7M	+$63M	2	0.01%	Increased
43	ProShare Advisors Bethesda, Maryland	$67.4M	+$2.47M	3	0.45%	Increased
44	Conestoga Capital Advisors Wayne, Pennsylvania	$66M	+$3.76M	1	2.12%	Increased
45	Morgan Stanley New York	$64.5M	+$594K	4	0.02%	Increased
46	Millennium Management New York	$63.2M	-$40.7M	3	0.08%	Reduced
47	IC Inverness Counsel New York	$61.9M	-$15.6M	1	3.52%	Reduced
48	Wellington Management Group Boston, Massachusetts	$59.1M	-$58M	2	0.01%	Reduced
49	Cincinnati Financial Corp Fairfield, Ohio	$58.3M	-$14.5M	1	2.48%	Reduced
50	Wasatch Advisors Salt Lake City, Utah	$57.7M	-$702K	1	0.7%	Reduced