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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	CIP Champlain Investment Partners Burlington, Vermont	$326M	+$180M	3	2.28%	Increased
27	Capital Research Global Investors Los Angeles, California	$302M	+$1.31M	1	0.06%	Increased
28	Ameriprise Minneapolis, Minnesota	$302M	+$8.64M	4	0.07%	Increased
29	Wasatch Advisors Salt Lake City, Utah	$301M	-$4.53M	2	1.57%	Reduced
30	Pictet Asset Management Carouge, Switzerland	$296M	+$1.88M	4	0.3%	Increased
31	Fisher Asset Management Camas, Washington	$287M	-$2.24M	1	0.11%	Reduced
32	Goldman Sachs New York	$284M	+$34.2M	4	0.04%	Increased
33	Macquarie Group Sydney, NSW 2000, Australia	$273M	-$67.1M	4	0.33%	Reduced
34	Massachusetts Financial Services Boston, Massachusetts	$265M	+$112M	2	0.08%	Increased
35	William Blair Investment Management Chicago, Illinois	$252M	+$47.9M	2	0.67%	Increased
36	Neuberger Berman Group New York	$230M	-$2.51M	3	0.18%	Reduced
37	American Century Companies Kansas City, Missouri	$225M	-$47.1M	4	0.12%	Reduced
38	Principal Financial Group Des Moines, Iowa	$221M	-$10.2M	4	0.12%	Reduced
39	Legal & General Group London, United Kingdom	$213M	+$1.47M	5	0.05%	Increased
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$212M	+$6.28M	4	0.08%	Increased
41	William Blair & Company Chicago, Illinois	$190M	+$9.84M	4	0.53%	Increased
42	IP Interval Partners New York	$187M	-$4.09M	3	3.16%	Reduced
43	PointState Capital New York	$182M	-$48.5M	1	2.78%	Reduced
44	ProShare Advisors Bethesda, Maryland	$181M	+$17.5M	4	0.36%	Increased
45	Fiduciary Management Inc Milwaukee, Wisconsin	$177M	+$18.1M	1	1.7%	Increased
46	Mairs & Power Inc St Paul, Minnesota	$172M	+$49.3K	1	1.7%	Increased
47	Boston Partners Boston, Massachusetts	$171M	+$14.8M	2	0.19%	Increased
48	AQR Capital Management Greenwich, Connecticut	$169M	+$137M	4	0.14%	Increased
49	Royal Bank of Canada Toronto, Ontario, Canada	$169M	+$54.2M	6	0.03%	Increased
50	Point72 Asset Management Stamford, Connecticut	$168M	+$118M	2	0.33%	Increased