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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	Harris Associates Chicago, Illinois	$97.8M	-$146M	1	0.2%	Reduced
27	AQR Capital Management Greenwich, Connecticut	$97.6M	+$53.5M	4	0.11%	Increased
28	Bessemer Group Woodbridge, New Jersey	$95.3M	-$25.1M	2	0.42%	Reduced
29	Adage Capital Partners Boston, Massachusetts	$93.8M	+$20.8M	2	0.26%	Increased
30	Teachers Advisors New York	$91.8M	+$54.7M	4	0.13%	Increased
31	Legal & General Group London, United Kingdom	$85.2M	+$10.5M	4	0.07%	Increased
32	UBS AM Chicago, Illinois	$85.1M	-$86.7K	4	0.07%	Reduced
33	T. Rowe Price Associates Baltimore, Maryland	$84.1M	+$13.7M	4	0.01%	Increased
34	Charles Schwab San Francisco, California	$80.6M	+$1.1M	4	0.06%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$77.5M	+$29.5M	5	0.06%	Increased
36	Goldman Sachs New York	$75.2M	-$83.1M	4	0.02%	Reduced
37	Williams Jones & Associates New York	$73.2M	-$263K	1	1.99%	Reduced
38	IC Inverness Counsel New York	$66.9M	+$8.76M	1	4.48%	Increased
39	ProShare Advisors Bethesda, Maryland	$64.9M	-$1.2M	2	0.45%	Reduced
40	TIAA CREF Investment Management New York	$63.3M	+$4.49M	4	0.05%	Increased
41	Morgan Stanley New York	$62.1M	-$15.6M	4	0.02%	Reduced
42	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$59.6M	-$28.1M	1	1.51%	Reduced
43	Wasatch Advisors Salt Lake City, Utah	$59.2M	-$2.1M	1	0.79%	Reduced
44	Conestoga Capital Advisors Wayne, Pennsylvania	$57.8M	-$21M	1	1.84%	Reduced
45	YCMGA York Capital Management Global Advisors New York	$57.2M	-$4.87M	1	3.47%	Reduced
46	Cincinnati Financial Corp Fairfield, Ohio	$56.5M	$0	1	2.53%	Maintained
47	TCW Group Los Angeles, California	$52M	+$14.5M	2	0.54%	Increased
48	Parametric Portfolio Associates Seattle, Washington	$49.8M	+$2.73M	4	0.05%	Increased
49	Mairs & Power Inc St Paul, Minnesota	$48.5M	-$49.7K	1	0.65%	Reduced
50	State of Wisconsin Investment Board Madison, Wisconsin	$47.6M	-$4.85M	3	0.16%	Reduced