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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	UBS AM Chicago, Illinois	$335M	+$60.5M	4	0.08%	Increased
27	Ameriprise Minneapolis, Minnesota	$314M	-$73.3M	4	0.08%	Reduced
28	VOYA Investment Management Atlanta, Georgia	$307M	-$2.06M	4	0.32%	Reduced
29	Fisher Asset Management Camas, Washington	$302M	-$2.6M	1	0.12%	Reduced
30	Kayne Anderson Rudnick Investment Management Los Angeles, California	$283M	-$135M	3	0.65%	Reduced
31	Goldman Sachs New York	$269M	-$13.7M	6	0.04%	Reduced
32	Principal Financial Group Des Moines, Iowa	$260M	-$50.8M	4	0.14%	Reduced
33	Boston Partners Boston, Massachusetts	$259M	-$197M	2	0.32%	Reduced
34	Neuberger Berman Group New York	$253M	+$14.7M	4	0.2%	Increased
35	UBS Group Zurich, Switzerland	$250M	+$145M	8	0.05%	Increased
36	Driehaus Capital Management Chicago, Illinois	$249M	+$9.5M	2	2.05%	Increased
37	AllianceBernstein Nashville, Tennessee	$239M	-$15.8M	4	0.08%	Reduced
38	First Trust Advisors Wheaton, Illinois	$224M	+$74M	4	0.2%	Increased
39	Conestoga Capital Advisors Wayne, Pennsylvania	$222M	-$28.8M	1	2.95%	Reduced
40	Legal & General Group London, United Kingdom	$210M	-$10.1M	4	0.06%	Reduced
41	T. Rowe Price Investment Management Baltimore, Maryland	$207M	+$2.67M	3	0.13%	Increased
42	William Blair Investment Management Chicago, Illinois	$205M	+$17.8M	2	0.5%	Increased
43	Corient Private Wealth Miami, Florida	$203M	+$1.73M	4	0.34%	Increased
44	Geneva Capital Management Milwaukee, Wisconsin	$197M	-$2.49M	1	3.43%	Reduced
45	ProShare Advisors Bethesda, Maryland	$197M	+$3.45M	4	0.45%	Increased
46	Paradigm Capital Management Inc Albany, New York	$191M	-$129K	1	8.86%	Reduced
47	American Century Companies Kansas City, Missouri	$190M	+$16.4M	4	0.11%	Increased
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$177M	+$26M	4	0.07%	Increased
49	Balyasny Asset Management Chicago, Illinois	$170M	+$180M	5	0.25%	Increased
50	Capital International Investors Los Angeles, California	$164M	-$12.1M	2	0.03%	Reduced