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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	ProShare Advisors Bethesda, Maryland	$103M	+$3.86M	3	0.55%	Increased
27	Invesco Atlanta, Georgia	$102M	-$8.26M	4	0.04%	Reduced
28	Adage Capital Partners Boston, Massachusetts	$93.9M	-$118M	2	0.24%	Reduced
29	Goldman Sachs New York	$92M	-$7.35M	4	0.03%	Reduced
30	Conestoga Capital Advisors Wayne, Pennsylvania	$91.4M	+$3.54M	1	1.99%	Increased
31	D.E. Shaw & Co New York	$90.6M	+$24.5M	4	0.11%	Increased
32	T. Rowe Price Associates Baltimore, Maryland	$90.1M	-$29.2M	4	0.01%	Reduced
33	UBS AM Chicago, Illinois	$85.7M	-$11.5M	3	0.05%	Reduced
34	Mairs & Power Inc St Paul, Minnesota	$82.5M	+$9.44M	1	1.08%	Increased
35	Wellington Management Group Boston, Massachusetts	$81.4M	+$2.18M	2	0.02%	Increased
36	Lord, Abbett & Co Jersey City, New Jersey	$81.4M	-$1.02M	1	0.28%	Reduced
37	Cincinnati Financial Corp Fairfield, Ohio	$76.9M	$0	1	2.58%	Maintained
38	Morgan Stanley New York	$74.7M	+$7.37M	4	0.02%	Increased
39	Principal Financial Group Des Moines, Iowa	$74.4M	+$2.76M	4	0.07%	Increased
40	Millennium Management New York	$72.4M	+$41.2M	4	0.1%	Increased
41	Parametric Portfolio Associates Seattle, Washington	$71.6M	+$1.72M	4	0.06%	Increased
42	Williams Jones Wealth Management New York	$67.8M	-$6.8M	1	1.39%	Reduced
43	Swiss National Bank Zurich, Switzerland	$66.9M	+$2.11M	3	0.06%	Increased
44	State of Wisconsin Investment Board Madison, Wisconsin	$66.4M	+$10.4M	4	0.18%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$66.3M	-$28.4M	1	0.05%	Reduced
46	Capital Advisors Inc Tulsa, Oklahoma	$62.8M	-$6.03M	1	2.61%	Reduced
47	Congress Asset Management Boston, Massachusetts	$59.8M	+$4.68M	2	0.71%	Increased
48	First Trust Advisors Wheaton, Illinois	$55.1M	-$3.42M	3	0.1%	Reduced
49	Geneva Capital Management Milwaukee, Wisconsin	$53.1M	+$1.51M	1	1.15%	Increased
50	Waddell & Reed Financial Overland Park, Kansas	$52.9M	+$16.6M	1	0.14%	Increased