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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	D.E. Shaw & Co New York	$145M	-$22.3M	4	0.14%	Reduced
27	Lord, Abbett & Co Jersey City, New Jersey	$140M	+$1.72M	1	0.36%	Increased
28	ProShare Advisors Bethesda, Maryland	$128M	-$17M	4	0.4%	Reduced
29	Morgan Stanley New York	$126M	-$42.9M	4	0.02%	Reduced
30	PNC Financial Services Group Pittsburgh, Pennsylvania	$126M	+$42.5M	4	0.12%	Increased
31	Conestoga Capital Advisors Wayne, Pennsylvania	$124M	+$1.52M	1	1.87%	Increased
32	Mairs & Power Inc St Paul, Minnesota	$114M	-$11.9M	1	1.19%	Reduced
33	Parametric Portfolio Associates Seattle, Washington	$112M	-$3M	4	0.06%	Reduced
34	Principal Financial Group Des Moines, Iowa	$112M	+$571K	4	0.08%	Increased
35	Cincinnati Financial Corp Fairfield, Ohio	$109M	$0	1	2.83%	Maintained
36	State of Wisconsin Investment Board Madison, Wisconsin	$104M	+$22M	3	0.22%	Increased
37	UBS AM Chicago, Illinois	$102M	+$1.69M	3	0.05%	Increased
38	Wedge Capital Management Charlotte, North Carolina	$99.9M	-$33.1M	2	1.19%	Reduced
39	Ameriprise Minneapolis, Minnesota	$97.7M	+$3.86M	4	0.03%	Increased
40	Janus Henderson Group London,	$96.7M	+$38.8M	3	0.04%	Increased
41	Russell Investments Group London, United Kingdom	$93.8M	+$12.4M	4	0.17%	Increased
42	Waddell & Reed Financial Overland Park, Kansas	$92.9M	-$24.4M	1	0.19%	Reduced
43	Swiss National Bank Zurich, Switzerland	$92.9M	+$1.4M	3	0.06%	Increased
44	Adage Capital Partners Boston, Massachusetts	$92M	-$213M	1	0.19%	Reduced
45	Ceredex Value Advisors Orlando, Florida	$90M	+$22.9M	2	1.05%	Increased
46	Robeco Institutional Asset Management Rotterdam, Netherlands	$89.4M	+$1.04M	1	0.22%	Increased
47	Williams Jones Wealth Management New York	$88.6M	-$4.19M	1	1.39%	Reduced
48	Artisan Partners Milwaukee, Wisconsin	$86.9M	-$1.74M	1	0.11%	Reduced
49	Congress Asset Management Boston, Massachusetts	$86.8M	+$2.75M	1	0.78%	Increased
50	Ariel Investments Chicago, Illinois	$84.2M	+$77.3M	1	0.83%	New