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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	Adage Capital Partners Boston, Massachusetts	$360M	-$77.2M	2	0.57%	Reduced
27	Pictet Asset Management Carouge, Switzerland	$359M	-$27.7M	4	0.35%	Reduced
28	Massachusetts Financial Services Boston, Massachusetts	$342M	-$15.7M	2	0.11%	Reduced
29	Neuberger Berman Group New York	$312M	+$5.46M	4	0.23%	Increased
30	UBS AM Chicago, Illinois	$300M	-$78.7M	4	0.07%	Reduced
31	Goldman Sachs New York	$294M	-$29.4M	5	0.04%	Reduced
32	William Blair Investment Management Chicago, Illinois	$291M	-$43.5M	3	0.75%	Reduced
33	Principal Financial Group Des Moines, Iowa	$282M	-$7.62M	4	0.14%	Reduced
34	Fisher Asset Management Camas, Washington	$272M	+$12.1M	1	0.1%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$256M	-$60.5M	4	0.3%	Reduced
36	PointState Capital New York	$244M	-$1.42M	1	3.64%	Reduced
37	Citadel Advisors Miami, Florida	$244M	-$162M	4	0.04%	Reduced
38	Qube Research & Technologies (QRT) London, United Kingdom	$232M	+$83.4M	2	0.24%	Increased
39	Royal Bank of Canada Toronto, Ontario, Canada	$228M	+$19.6M	7	0.04%	Increased
40	Artisan Partners Milwaukee, Wisconsin	$222M	+$1.14M	2	0.31%	Increased
41	AQR Capital Management Greenwich, Connecticut	$218M	+$58.8M	4	0.14%	Increased
42	Mairs & Power Inc St Paul, Minnesota	$215M	-$14.8M	1	2.02%	Reduced
43	Legal & General Group London, United Kingdom	$214M	+$1.03M	5	0.05%	Increased
44	Paradigm Capital Management Inc Albany, New York	$213M	-$17.5M	1	9.22%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$210M	-$19.1M	4	0.07%	Reduced
46	HSBC Holdings London, United Kingdom	$207M	+$60.6M	3	0.11%	Increased
47	AllianceBernstein Nashville, Tennessee	$207M	-$9.42M	5	0.07%	Reduced
48	Woodline Partners San Francisco, California	$205M	+$66.9M	2	0.96%	Increased
49	William Blair & Company Chicago, Illinois	$199M	-$33.4M	4	0.53%	Reduced
50	Congress Asset Management Boston, Massachusetts	$197M	+$48.3M	2	1.31%	Increased