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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	Eaton Vance Management Boston, Massachusetts	$135M	+$15.1M	3	0.19%	Increased
27	Ariel Investments Chicago, Illinois	$132M	+$9.69M	1	1.32%	Increased
28	Mairs & Power Inc St Paul, Minnesota	$119M	-$161K	1	1.43%	Reduced
29	UBS AM Chicago, Illinois	$119M	+$3.65M	4	0.06%	Increased
30	Principal Financial Group Des Moines, Iowa	$116M	-$3.13M	4	0.09%	Reduced
31	Goldman Sachs New York	$113M	-$5.87M	4	0.03%	Reduced
32	Ameriprise Minneapolis, Minnesota	$111M	+$8.1M	4	0.04%	Increased
33	IC Inverness Counsel New York	$111M	+$1.8M	1	6.21%	Increased
34	Cincinnati Financial Corp Fairfield, Ohio	$102M	+$6.33M	1	2.61%	Increased
35	Adage Capital Partners Boston, Massachusetts	$100M	+$66.3M	1	0.23%	Increased
36	T. Rowe Price Associates Baltimore, Maryland	$99M	+$1.6M	4	0.01%	Increased
37	First Trust Advisors Wheaton, Illinois	$98.2M	+$70.6M	3	0.12%	Increased
38	Swiss National Bank Zurich, Switzerland	$94.6M	-$198K	4	0.06%	Reduced
39	Clark Capital Management Group Philadelphia, Pennsylvania	$91M	+$3.88M	1	1.19%	Increased
40	Johnson Investment Counsel Cincinnati, Ohio	$86.9M	-$111K	2	1.23%	Reduced
41	Artisan Partners Milwaukee, Wisconsin	$86.8M	-$2.29M	1	0.15%	Reduced
42	Fidelity Investments Boston, Massachusetts	$86.7M	-$23.9M	4	0.01%	Reduced
43	Lord, Abbett & Co Jersey City, New Jersey	$85.9M	-$49.6M	1	0.3%	Reduced
44	Fiduciary Management Inc Milwaukee, Wisconsin	$85.4M	-$235M	1	0.81%	Reduced
45	AQR Capital Management Greenwich, Connecticut	$83.2M	-$14.1M	4	0.19%	Reduced
46	State of Wisconsin Investment Board Madison, Wisconsin	$79.4M	-$3.25M	4	0.21%	Reduced
47	KBC Group Brussels, Belgium	$76.7M	-$3.29M	3	0.38%	Reduced
48	Williams Jones Wealth Management New York	$74.2M	+$197K	1	1.2%	Increased
49	Credit Suisse Zurich, Switzerland	$72.9M	+$2.01M	4	0.08%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$70M	-$9.5M	4	0.04%	Reduced