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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	Bessemer Group Woodbridge, New Jersey	$146M	+$1M	2	0.54%	Increased
27	Citadel Advisors Miami, Florida	$142M	+$49.4M	5	0.06%	Increased
28	SSM Sound Shore Management Greenwich, Connecticut	$136M	+$7.87M	1	2.32%	Increased
29	Capital Advisors Inc Tulsa, Oklahoma	$119M	+$269K	1	7.09%	Increased
30	UBS AM Chicago, Illinois	$105M	+$9.48M	4	0.08%	Increased
31	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$105M	+$11.1M	1	2.01%	Increased
32	Charles Schwab San Francisco, California	$97.7M	+$1.98M	4	0.07%	Increased
33	Morgan Stanley New York	$94M	+$18.3M	4	0.02%	Increased
34	Legal & General Group London, United Kingdom	$93.7M	+$6.28M	4	0.07%	Increased
35	Williams Jones & Associates New York	$91.7M	-$6.47M	1	1.85%	Reduced
36	Adage Capital Partners Boston, Massachusetts	$91.2M	-$20.5M	1	0.2%	Reduced
37	T. Rowe Price Associates Baltimore, Maryland	$85.8M	-$37M	4	0.01%	Reduced
38	Conestoga Capital Advisors Wayne, Pennsylvania	$84.3M	+$9.48M	1	2.15%	Increased
39	ProShare Advisors Bethesda, Maryland	$82.3M	+$792K	3	0.56%	Increased
40	Millennium Management New York	$79.9M	+$9.36M	3	0.1%	Increased
41	Lord, Abbett & Co Jersey City, New Jersey	$78.2M	+$32.9M	2	0.22%	Increased
42	YCMGA York Capital Management Global Advisors New York	$74.6M	-$4.85M	1	2.36%	Reduced
43	TIAA CREF Investment Management New York	$74.5M	-$46.7M	4	0.05%	Reduced
44	IC Inverness Counsel New York	$73.9M	-$928K	1	3.89%	Reduced
45	Cincinnati Financial Corp Fairfield, Ohio	$70.5M	$0	1	2.74%	Maintained
46	American Century Companies Kansas City, Missouri	$70.4M	+$66.2M	1	0.07%	Increased
47	PIP Permian Investment Partners Dallas, Texas	$68.3M	+$63.6M	1	11.29%	New
48	First Trust Advisors Wheaton, Illinois	$68.1M	+$15.5M	4	0.13%	Increased
49	Fidelity Investments Boston, Massachusetts	$66.7M	-$11.2M	3	0.01%	Reduced
50	Wasatch Advisors Salt Lake City, Utah	$66M	+$340K	1	0.75%	Increased