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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	Invesco Atlanta, Georgia	$127M	-$9.86M	4	0.03%	Reduced
27	Lord, Abbett & Co Jersey City, New Jersey	$120M	+$53.6M	1	0.39%	Increased
28	SSM Sound Shore Management Greenwich, Connecticut	$114M	+$3.4M	1	2.21%	Increased
29	Wedge Capital Management Charlotte, North Carolina	$107M	-$37.9M	2	1.22%	Reduced
30	Goldman Sachs New York	$105M	+$13.3M	4	0.03%	Increased
31	ProShare Advisors Bethesda, Maryland	$103M	-$4.67M	3	0.61%	Reduced
32	IAM Iridian Asset Management Westport, Connecticut	$98M	-$48M	1	1.42%	Reduced
33	Wellington Management Group Boston, Massachusetts	$94.8M	+$16.8M	2	0.02%	Increased
34	Williams Jones & Associates New York	$92.8M	-$4.08M	1	1.92%	Reduced
35	Adage Capital Partners Boston, Massachusetts	$92.5M	-$30.2M	2	0.23%	Reduced
36	UBS AM Chicago, Illinois	$92.5M	+$4.19M	4	0.07%	Increased
37	IC Inverness Counsel New York	$89.9M	+$2.95M	1	4.59%	Increased
38	Millennium Management New York	$88.9M	+$10.2M	4	0.13%	Increased
39	T. Rowe Price Associates Baltimore, Maryland	$86.1M	-$17.7M	4	0.01%	Reduced
40	Conestoga Capital Advisors Wayne, Pennsylvania	$82.1M	+$1.95M	1	2.05%	Increased
41	Glenview Capital Management New York	$80.3M	-$60.3M	1	0.73%	Reduced
42	State of Wisconsin Investment Board Madison, Wisconsin	$79.9M	+$216K	3	0.22%	Increased
43	Cincinnati Financial Corp Fairfield, Ohio	$79.8M	$0	1	2.92%	Maintained
44	Morgan Stanley New York	$79.1M	+$20.3M	4	0.02%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$75.7M	+$9.3M	4	0.06%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$73.6M	+$2.97M	5	0.04%	Increased
47	Wasatch Advisors Salt Lake City, Utah	$70.1M	-$13.2M	1	0.68%	Reduced
48	Prudential Financial Newark, New Jersey	$66.3M	+$33.5M	4	0.1%	Increased
49	APG Asset Management Amsterdam, Netherlands	$62.2M	+$42.7M	2	0.11%	Increased
50	New York State Common Retirement Fund Albany, New York	$61.9M	-$440K	4	0.08%	Reduced