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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	Wedge Capital Management Charlotte, North Carolina	$113M	-$6.56M	2	1.52%	Reduced
27	ProShare Advisors Bethesda, Maryland	$113M	-$303K	3	0.52%	Reduced
28	Morgan Stanley New York	$105M	+$22.1M	4	0.02%	Increased
29	Conestoga Capital Advisors Wayne, Pennsylvania	$105M	+$3.53M	1	2.12%	Increased
30	Trian Fund Management New York	$103M	-$123M	1	1.7%	Reduced
31	Invesco Atlanta, Georgia	$100M	-$7.4M	4	0.03%	Reduced
32	Lord, Abbett & Co Jersey City, New Jersey	$99.2M	+$7.78M	1	0.32%	Increased
33	Goldman Sachs New York	$93.7M	-$5.03M	4	0.03%	Reduced
34	Millennium Management New York	$93.6M	+$16M	4	0.12%	Increased
35	Cincinnati Financial Corp Fairfield, Ohio	$86.3M	$0	1	2.63%	Maintained
36	T. Rowe Price Associates Baltimore, Maryland	$84M	-$10.8M	4	0.01%	Reduced
37	Parametric Portfolio Associates Seattle, Washington	$82M	+$2.8M	4	0.06%	Increased
38	Principal Financial Group Des Moines, Iowa	$81.5M	+$2.43M	4	0.07%	Increased
39	Mairs & Power Inc St Paul, Minnesota	$79M	+$1.11M	1	0.99%	Increased
40	Arrowstreet Capital Boston, Massachusetts	$77.4M	+$43.6M	4	0.12%	Increased
41	Williams Jones Wealth Management New York	$75.4M	-$606K	1	1.4%	Reduced
42	Waddell & Reed Financial Overland Park, Kansas	$74.8M	+$26.3M	1	0.18%	Increased
43	UBS AM Chicago, Illinois	$73.6M	-$19.4M	3	0.04%	Reduced
44	Swiss National Bank Zurich, Switzerland	$72.9M	-$921K	3	0.06%	Reduced
45	Congress Asset Management Boston, Massachusetts	$70.2M	+$3.21M	2	0.76%	Increased
46	State of Wisconsin Investment Board Madison, Wisconsin	$68.5M	-$5.75M	3	0.17%	Reduced
47	Wellington Management Group Boston, Massachusetts	$68.3M	-$11.7M	2	0.01%	Reduced
48	Capital Advisors Inc Tulsa, Oklahoma	$66.4M	$0	1	2.69%	Maintained
49	Ameriprise Minneapolis, Minnesota	$65.6M	+$20.3M	4	0.03%	Increased
50	Holocene Advisors New York	$61.5M	+$59.4M	2	0.47%	Increased