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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	$148M	+$12.2M	4	0.05%	Increased
27	ProShare Advisors Bethesda, Maryland	$146M	+$12.6M	3	0.68%	Increased
28	Goldman Sachs New York	$137M	+$6.32M	4	0.03%	Increased
29	Morgan Stanley New York	$134M	+$47.6M	4	0.03%	Increased
30	Wedge Capital Management Charlotte, North Carolina	$130M	-$5.48M	2	1.45%	Reduced
31	IC Inverness Counsel New York	$130M	+$27.9M	1	6.12%	Increased
32	Bessemer Group Woodbridge, New Jersey	$126M	+$533K	2	0.41%	Increased
33	Lord, Abbett & Co Jersey City, New Jersey	$123M	+$57.1M	1	0.41%	Increased
34	UBS AM Chicago, Illinois	$115M	+$1.44M	4	0.07%	Increased
35	Fidelity Investments Boston, Massachusetts	$100M	+$77.9M	4	0.01%	Increased
36	Williams Jones Wealth Management New York	$92.4M	-$10.3M	1	1.77%	Reduced
37	Cincinnati Financial Corp Fairfield, Ohio	$91.8M	$0	1	2.99%	Maintained
38	Capital Advisors Inc Tulsa, Oklahoma	$88.1M	-$73.2M	1	3.82%	Reduced
39	Mairs & Power Inc St Paul, Minnesota	$86.4M	+$6.32M	1	0.98%	Increased
40	Principal Financial Group Des Moines, Iowa	$83.5M	+$28.1M	4	0.07%	Increased
41	Conestoga Capital Advisors Wayne, Pennsylvania	$79.6M	-$570K	1	1.91%	Reduced
42	Parametric Portfolio Associates Seattle, Washington	$73.9M	-$679K	4	0.05%	Reduced
43	Wasatch Advisors Salt Lake City, Utah	$73.4M	+$5.58M	1	0.6%	Increased
44	AQR Capital Management Greenwich, Connecticut	$70.7M	-$27.9M	4	0.08%	Reduced
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$67.4M	+$294K	1	0.05%	Increased
46	Swiss National Bank Zurich, Switzerland	$65M	-$2.3M	4	0.07%	Reduced
47	Millennium Management New York	$62.6M	-$31M	4	0.08%	Reduced
48	Congress Asset Management Boston, Massachusetts	$61.9M	+$53.8M	2	0.75%	Increased
49	APG Asset Management Amsterdam, Netherlands	$60.8M	-$2.96M	2	0.1%	Reduced
50	Ameriprise Minneapolis, Minnesota	$58.6M	+$7.57M	4	0.02%	Increased