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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	Lord, Abbett & Co Jersey City, New Jersey	$196M	-$1.07M	1	0.45%	Reduced
27	IC Inverness Counsel New York	$179M	-$41.9M	1	6.61%	Reduced
28	Conestoga Capital Advisors Wayne, Pennsylvania	$175M	+$33.8M	1	2.28%	Increased
29	UBS AM Chicago, Illinois	$168M	+$28.5M	4	0.06%	Increased
30	ProShare Advisors Bethesda, Maryland	$166M	+$3.31M	4	0.33%	Increased
31	Principal Financial Group Des Moines, Iowa	$154M	+$32.6M	4	0.09%	Increased
32	Millennium Management New York	$151M	+$71.4M	3	0.08%	Increased
33	PNC Financial Services Group Pittsburgh, Pennsylvania	$150M	+$3.6M	4	0.12%	Increased
34	Ariel Investments Chicago, Illinois	$149M	-$7.12M	1	1.25%	Reduced
35	Mairs & Power Inc St Paul, Minnesota	$146M	-$519K	1	1.35%	Reduced
36	Parametric Portfolio Associates Seattle, Washington	$145M	+$111K	4	0.07%	Increased
37	Cincinnati Financial Corp Fairfield, Ohio	$145M	$0	1	3.03%	Maintained
38	AQR Capital Management Greenwich, Connecticut	$142M	+$18.6M	4	0.26%	Increased
39	Janus Henderson Group London,	$140M	+$40.3M	4	0.06%	Increased
40	Ameriprise Minneapolis, Minnesota	$136M	+$23M	4	0.04%	Increased
41	Eaton Vance Management Boston, Massachusetts	$134M	+$14.2M	3	0.16%	Increased
42	Goldman Sachs New York	$132M	+$8.25M	4	0.03%	Increased
43	State of Wisconsin Investment Board Madison, Wisconsin	$131M	-$528K	3	0.25%	Reduced
44	Fidelity Investments Boston, Massachusetts	$131M	+$16M	4	0.01%	Increased
45	Swiss National Bank Zurich, Switzerland	$122M	-$3.87M	4	0.07%	Reduced
46	KBC Group Brussels, Belgium	$118M	+$48.6M	2	0.39%	Increased
47	Artisan Partners Milwaukee, Wisconsin	$114M	-$3.6M	1	0.13%	Reduced
48	Congress Asset Management Boston, Massachusetts	$112M	-$14.3M	1	0.85%	Reduced
49	Williams Jones Wealth Management New York	$111M	-$3.51M	1	1.39%	Reduced
50	Johnson Investment Counsel Cincinnati, Ohio	$108M	-$1.21M	2	1.33%	Reduced