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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	Teachers Advisors New York	$128M	+$6.77M	4	0.16%	Increased
27	Bessemer Group Woodbridge, New Jersey	$125M	-$739K	2	0.48%	Reduced
28	Adage Capital Partners Boston, Massachusetts	$125M	+$9.38M	2	0.31%	Increased
29	Charles Schwab San Francisco, California	$124M	+$18.8M	4	0.08%	Increased
30	SSM Sound Shore Management Greenwich, Connecticut	$121M	-$4.27M	1	2.32%	Reduced
31	T. Rowe Price Associates Baltimore, Maryland	$105M	+$1.05M	4	0.02%	Increased
32	TIAA CREF Investment Management New York	$105M	+$20.3M	4	0.07%	Increased
33	ProShare Advisors Bethesda, Maryland	$102M	+$15.7M	3	0.61%	Increased
34	Pzena Investment Management New York	$99.4M	-$206M	1	0.54%	Reduced
35	Williams Jones & Associates New York	$90.8M	-$5.52M	1	2.01%	Reduced
36	Goldman Sachs New York	$89.6M	-$6.69M	4	0.03%	Reduced
37	UBS AM Chicago, Illinois	$86.5M	-$20.8M	4	0.06%	Reduced
38	Wellington Management Group Boston, Massachusetts	$85.5M	+$74.4M	2	0.02%	Increased
39	IC Inverness Counsel New York	$81.2M	-$6.6M	1	4.43%	Reduced
40	Wasatch Advisors Salt Lake City, Utah	$77.4M	-$471K	1	0.84%	Reduced
41	Millennium Management New York	$76.4M	+$30.6M	3	0.11%	Increased
42	SAM Scopus Asset Management New York	$75.2M	+$51.1M	2	2.2%	Increased
43	Cincinnati Financial Corp Fairfield, Ohio	$74.7M	$0	1	3.02%	Maintained
44	State of Wisconsin Investment Board Madison, Wisconsin	$74.5M	+$10.9M	3	0.21%	Increased
45	Conestoga Capital Advisors Wayne, Pennsylvania	$73.6M	-$2.15M	1	2.05%	Reduced
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$66.8M	-$32.2M	5	0.04%	Reduced
47	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$65.7M	-$12.1M	1	1.57%	Reduced
48	Panagora Asset Management Boston, Massachusetts	$64.4M	+$46.2M	3	0.29%	Increased
49	TCW Group Los Angeles, California	$64.3M	+$1.54M	2	0.62%	Increased
50	Parametric Portfolio Associates Seattle, Washington	$63.6M	-$1.03M	4	0.05%	Reduced