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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	T. Rowe Price Associates Baltimore, Maryland	$128M	+$49.2M	4	0.02%	Increased
27	Wedge Capital Management Charlotte, North Carolina	$123M	+$19.5M	2	1.43%	Increased
28	Invesco Atlanta, Georgia	$118M	-$6.49M	4	0.03%	Reduced
29	ProShare Advisors Bethesda, Maryland	$114M	+$12.9M	3	0.64%	Increased
30	Goldman Sachs New York	$112M	+$10.7M	4	0.03%	Increased
31	Bessemer Group Woodbridge, New Jersey	$108M	-$23.9M	2	0.39%	Reduced
32	SSM Sound Shore Management Greenwich, Connecticut	$98.9M	-$2.64M	1	2.05%	Reduced
33	UBS AM Chicago, Illinois	$98.4M	+$9.55M	4	0.07%	Increased
34	Williams Jones Wealth Management New York	$89.4M	+$86.1M	1	1.83%	New
35	AQR Capital Management Greenwich, Connecticut	$88.6M	-$37.5M	4	0.1%	Reduced
36	IC Inverness Counsel New York	$85.9M	-$3.22M	1	4.45%	Reduced
37	Millennium Management New York	$84.7M	-$587K	4	0.13%	Reduced
38	Cincinnati Financial Corp Fairfield, Ohio	$79.3M	$0	1	2.83%	Maintained
39	Conestoga Capital Advisors Wayne, Pennsylvania	$74.5M	-$655K	1	1.91%	Reduced
40	Morgan Stanley New York	$72.5M	-$4.76M	4	0.02%	Reduced
41	Parametric Portfolio Associates Seattle, Washington	$71.4M	+$754K	4	0.06%	Increased
42	Mairs & Power Inc St Paul, Minnesota	$68.5M	+$14M	1	0.83%	Increased
43	Prudential Financial Newark, New Jersey	$67.4M	+$3.79M	4	0.11%	Increased
44	State of Wisconsin Investment Board Madison, Wisconsin	$66.3M	-$11.8M	3	0.18%	Reduced
45	Wasatch Advisors Salt Lake City, Utah	$63M	-$1.31M	1	0.6%	Reduced
46	Swiss National Bank Zurich, Switzerland	$59M	+$685K	4	0.06%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$57.9M	+$510K	1	0.05%	Increased
48	APG Asset Management Amsterdam, Netherlands	$56.6M	-$8.22M	2	0.09%	Reduced
49	SAM Scopus Asset Management New York	$56.5M	+$807K	1	1.84%	Increased
50	First Trust Advisors Wheaton, Illinois	$55.9M	+$14.7M	3	0.11%	Increased