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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	Principal Financial Group Des Moines, Iowa	$299M	-$31.7M	4	0.18%	Reduced
27	Fisher Asset Management Camas, Washington	$295M	-$1.05M	1	0.13%	Reduced
28	VOYA Investment Management Atlanta, Georgia	$279M	+$177M	4	0.27%	Increased
29	UBS AM Chicago, Illinois	$266M	+$85.6M	4	0.08%	Increased
30	T. Rowe Price Investment Management Baltimore, Maryland	$242M	+$54.8M	4	0.15%	Increased
31	Neuberger Berman Group New York	$232M	+$752K	4	0.19%	Increased
32	AllianceBernstein Nashville, Tennessee	$221M	-$121M	4	0.08%	Reduced
33	Millennium Management New York	$212M	+$110M	4	0.1%	Increased
34	Legal & General Group London, United Kingdom	$212M	-$3.39M	4	0.06%	Reduced
35	Corient Private Wealth Miami, Florida	$197M	+$690K	4	0.34%	Increased
36	ProShare Advisors Bethesda, Maryland	$191M	-$22.1M	4	0.51%	Reduced
37	Mairs & Power Inc St Paul, Minnesota	$185M	-$16.6M	1	1.79%	Reduced
38	Conestoga Capital Advisors Wayne, Pennsylvania	$182M	-$39.8M	1	2.73%	Reduced
39	Robeco Schweiz Zurich, Switzerland	$179M	-$15.3M	2	3.43%	Reduced
40	American Century Companies Kansas City, Missouri	$176M	+$52.4M	4	0.11%	Increased
41	IP Interval Partners New York	$171M	+$101M	2	3.73%	Increased
42	Congress Asset Management Boston, Massachusetts	$167M	-$15.1M	3	1.2%	Reduced
43	Capital International Investors Los Angeles, California	$166M	+$15.7M	2	0.03%	Increased
44	Paradigm Capital Management Inc Albany, New York	$165M	-$1.98M	1	7.53%	Reduced
45	Janus Henderson Group London,	$163M	-$2.82M	4	0.09%	Reduced
46	Adage Capital Partners Boston, Massachusetts	$158M	-$66M	1	0.29%	Reduced
47	Cincinnati Financial Corp Fairfield, Ohio	$152M	$0	1	3.28%	Maintained
48	Pictet Asset Management Carouge, Switzerland	$147M	-$26.8M	4	0.17%	Reduced
49	Geneva Capital Management Milwaukee, Wisconsin	$146M	+$160K	1	2.66%	Increased
50	Driehaus Capital Management Chicago, Illinois	$144M	+$22.9M	2	1.39%	Increased