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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	Bessemer Group Woodbridge, New Jersey	$160M	-$15.7M	2	0.33%	Reduced
27	UBS AM Chicago, Illinois	$147M	+$2.29M	4	0.06%	Increased
28	ProShare Advisors Bethesda, Maryland	$147M	+$3.55M	3	0.32%	Increased
29	Eaton Vance Management Boston, Massachusetts	$141M	+$33.6M	3	0.16%	Increased
30	IC Inverness Counsel New York	$141M	-$14.5M	1	6.32%	Reduced
31	Goldman Sachs New York	$137M	+$27.9M	4	0.03%	Increased
32	Ariel Investments Chicago, Illinois	$136M	+$281K	1	1.21%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$134M	+$9.91M	4	0.07%	Increased
34	Millennium Management New York	$134M	+$2.6M	4	0.07%	Increased
35	Mairs & Power Inc St Paul, Minnesota	$133M	-$872K	1	1.34%	Reduced
36	Principal Financial Group Des Moines, Iowa	$132M	-$2.86M	4	0.08%	Reduced
37	PNC Financial Services Group Pittsburgh, Pennsylvania	$129M	-$915K	4	0.11%	Reduced
38	Fidelity Investments Boston, Massachusetts	$128M	+$12.2M	4	0.01%	Increased
39	Cincinnati Financial Corp Fairfield, Ohio	$125M	$0	1	2.77%	Maintained
40	Conestoga Capital Advisors Wayne, Pennsylvania	$124M	+$1.39M	1	1.87%	Increased
41	T. Rowe Price Associates Baltimore, Maryland	$120M	+$65.7M	4	0.01%	Increased
42	AQR Capital Management Greenwich, Connecticut	$120M	-$5.64M	4	0.23%	Reduced
43	Janus Henderson Group London,	$119M	-$5.79M	4	0.06%	Reduced
44	Swiss National Bank Zurich, Switzerland	$118M	+$14M	4	0.07%	Increased
45	Ameriprise Minneapolis, Minnesota	$110M	+$5.14M	4	0.03%	Increased
46	State of Wisconsin Investment Board Madison, Wisconsin	$104M	-$8.18M	4	0.22%	Reduced
47	KBC Group Brussels, Belgium	$103M	+$524K	2	0.41%	Increased
48	Johnson Investment Counsel Cincinnati, Ohio	$99.2M	+$1.02M	2	1.23%	Increased
49	Artisan Partners Milwaukee, Wisconsin	$98.7M	-$5.28M	1	0.13%	Reduced
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$98.6M	+$15.3M	4	0.05%	Increased