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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	Conestoga Capital Advisors Wayne, Pennsylvania	$136M	-$750K	1	2.67%	Reduced
27	Eaton Vance Management Boston, Massachusetts	$132M	+$329K	3	0.2%	Increased
28	Ariel Investments Chicago, Illinois	$132M	-$1.57M	1	1.44%	Reduced
29	Invesco Atlanta, Georgia	$129M	-$5.77M	4	0.04%	Reduced
30	T. Rowe Price Associates Baltimore, Maryland	$126M	+$33.5M	4	0.02%	Increased
31	Principal Financial Group Des Moines, Iowa	$121M	+$2.73M	4	0.1%	Increased
32	Mairs & Power Inc St Paul, Minnesota	$117M	-$4.05M	1	1.47%	Reduced
33	Goldman Sachs New York	$111M	+$86.1K	4	0.03%	Increased
34	Ameriprise Minneapolis, Minnesota	$111M	-$535K	4	0.04%	Reduced
35	IC Inverness Counsel New York	$108M	+$1.27M	1	5.98%	Increased
36	UBS AM Chicago, Illinois	$106M	-$9.63M	4	0.06%	Reduced
37	First Trust Advisors Wheaton, Illinois	$101M	+$6.23M	4	0.13%	Increased
38	Cincinnati Financial Corp Fairfield, Ohio	$98.3M	$0	1	2.7%	Maintained
39	Swiss National Bank Zurich, Switzerland	$92.1M	+$108K	4	0.07%	Increased
40	Johnson Investment Counsel Cincinnati, Ohio	$89.2M	+$2.42M	2	1.32%	Increased
41	Fiduciary Management Inc Milwaukee, Wisconsin	$85.8M	-$408K	1	0.9%	Reduced
42	State of Wisconsin Investment Board Madison, Wisconsin	$85.4M	+$9.31M	4	0.27%	Increased
43	Artisan Partners Milwaukee, Wisconsin	$82M	-$5.9M	1	0.14%	Reduced
44	Clark Capital Management Group Philadelphia, Pennsylvania	$80.3M	-$12.2M	1	1.05%	Reduced
45	Two Sigma Advisers New York	$75.2M	+$42.6M	3	0.22%	Increased
46	KBC Group Brussels, Belgium	$73.5M	-$237K	3	0.38%	Reduced
47	VOYA Investment Management Atlanta, Georgia	$71.8M	+$9.2M	4	0.09%	Increased
48	Williams Jones Wealth Management New York	$71.3M	+$12.5K	1	1.24%	Increased
49	Congress Asset Management Boston, Massachusetts	$69.3M	+$6.24M	1	0.74%	Increased
50	CET Clean Energy Transition London, United Kingdom	$68.3M	-$1.12M	1	7.83%	Reduced