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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	$189M	+$1.05M	1	3.25%	Increased
27	Ameriprise Minneapolis, Minnesota	$187M	+$30.9M	4	0.06%	Increased
28	T. Rowe Price Associates Baltimore, Maryland	$183M	-$4.96M	4	0.03%	Reduced
29	Goldman Sachs New York	$175M	+$14M	4	0.04%	Increased
30	Legal & General Group London, United Kingdom	$174M	-$5.63M	4	0.06%	Reduced
31	Mairs & Power Inc St Paul, Minnesota	$172M	-$9.05M	1	2.02%	Reduced
32	ProShare Advisors Bethesda, Maryland	$169M	+$2.68M	4	0.53%	Increased
33	Neuberger Berman Group New York	$160M	-$13.3M	3	0.15%	Reduced
34	Pictet Asset Management Carouge, Switzerland	$146M	+$151M	4	0.18%	New
35	Corient Private Wealth Miami, Florida	$142M	+$4.93M	3	0.33%	Increased
36	Robeco Schweiz Zurich, Switzerland	$133M	+$61.2M	2	2.25%	Increased
37	American Century Companies Kansas City, Missouri	$133M	-$100M	4	0.1%	Reduced
38	CET Clean Energy Transition London, United Kingdom	$133M	-$13.2M	1	19.29%	Reduced
39	Clark Capital Management Group Philadelphia, Pennsylvania	$132M	-$5.04M	1	1.32%	Reduced
40	UBS AM Chicago, Illinois	$131M	-$4.31M	4	0.06%	Reduced
41	Congress Asset Management Boston, Massachusetts	$123M	+$117M	3	1.09%	Increased
42	Wellington Management Group Boston, Massachusetts	$119M	+$113M	2	0.02%	Increased
43	Cincinnati Financial Corp Fairfield, Ohio	$118M	$0	1	2.84%	Maintained
44	Segall Bryant & Hamill Chicago, Illinois	$117M	+$1.91M	2	1.35%	Increased
45	GAMCO Investors Greenwich, Connecticut	$115M	-$10.8M	1	1.34%	Reduced
46	Ariel Investments Chicago, Illinois	$113M	-$27.4M	1	1.2%	Reduced
47	Frontier Capital Management Boston, Massachusetts	$104M	-$57.8M	1	1.14%	Reduced
48	Brown Advisory Baltimore, Maryland	$102M	+$5.36M	2	0.17%	Increased
49	Geneva Capital Management Milwaukee, Wisconsin	$96M	-$330K	1	2.02%	Reduced
50	Swiss National Bank Zurich, Switzerland	$95.7M	-$7.57M	4	0.08%	Reduced